ACTIVATION
Efficient task management helps you stay organized and aligned with your team. Assign tasks, update details, remove outdated items to keep your projects on track, or mark tasks as complete.
Each list can contain up to 1,000 tasks.
Creating a Task
You can create tasks to define a specific piece of work assigned to users or groups. You can also set the date and priority to manage workload and deadlines.
- In the App or Intranet, navigate to the project where you want to add a task.
- Click the + icon to create a task.
The Task dialog opens. - Enter a title and an optional description.
- Optionally, define the following details:
- Schedule the task.
- Assign the task to a user or user group.
- Select the priority.
- Add attachments: Images, videos, or PDFs
- Web: Drag and drop attachments
- Mobile: Use the camera directly or upload from the device
- From the Select a list dropdown, assign the task to a specific list.
- Click Create.
You have created a task and it appears under the selected list. You can edit the task at any time.
Editing a Task
You can open a task and update information such as title, assignee, or due date.
- In the App or Intranet, navigate to the project > list > task.
The Task Details dialog opens. - Click the three dots to open the more options menu.
- Click Edit Task.
- Update the details of the task.
- Click Save.
You have edited the task.
Deleting a Task
You can delete a task that is no longer relevant.
- In the App or Intranet, navigate to the project > list > task.
The Task Details dialog opens. - Click the three dots at the top to open the more options menu.
- Click Delete.
Optionally, click Edit Task and click the trash icon at the bottom of the dialog.
You have deleted the task.
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