- Knowledge Base
- Project Management
- Managing Tasks
Introduction
Users can manage a task by clicking on any task created. A task will tie to a project. To access your tasks, navigate to Work > Task.
The difference between the basic task function and the task function in a project is that here, you will be able to see all the tasks assigned to the specific user – no regard to what project it is tied with.
In this view, the user also can see a summary list of tasks created with their status.
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Users can see:
- List of Task available based on project (see Project column)
- Assigned To
- Due Date
- Status
- Action Button – Edit and Delete
By default, completed tasks are hidden. If you would like to show completed tasks in the dashboard as well, un-check the Hide Completed Tasks box.
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Once done, click Apply button.
Then, the user can see the list of all tasks including the Completed status.
Create a New Task
By clicking on the +New Task button, the user can start a new task.
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Task Categories
There is no pre-defined task category available. Click on the +Task Category button to create a new task category.
Users can also insert any category name and click the Save button.
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Users also can remove any created category by clicking the Remove button.
Update a Task Status
There are a few ways to update task status. One of the methods is by hovering the mouse over the STATUS column and change the status.
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Users can add Task Status, which is available in the Task Board – by adding another column by clicking on the +Add Column button.
Edit a Task
Users can edit a task by clicking on the icon.
Users can delete a task by clicking on the icon.
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Once clicked, the user can see the details about the task created, and update with relevant information.
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Task Actions
There are few actions a user can perform:
- Reminder = send a reminder email to all task participants
- Edit = edit a task
- Pin = pin a task, easier for a team member to identify this task
- Share = system will generate a link (URL) of the task, then the user can share the link to any online media for the public to view
While updating a task, the user can:
- Add Sub-Task
- Add File (Upload File)
- Insert comment
- Insert notes
- Send a reminder to the team member
- Mark the task as completed
Create Sub-tasks
Users can add a sub-task.
Click on Add Sub Task link, and the user can see a Sub Task popup. Here, the user can:
Name: insert a task name
Due Date: select a due date
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Attach Files
Users can add files related to a task. This can be beneficial especially when there is an ad hoc requirement to share a file while working on a task.
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Click Upload File, where the user can see an option to upload files.
Add Comments
Users and the team members involved in a task can add comments related to a task/ project.
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Create Notes
Users and the team members involved in a task can add notes related to a task/ project.
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