Every task can be assigned status by selecting any option from dropdown on top of panel. Options available are; Not Started, In Progress, Review, Completed and Cancelled. By default, task status will be ‘Not Started’
You can easily assign tasks to any member in your global list by selecting member name in assignee dropdown. The names of assignees appear with task on the Task board.
You can create individual tasks by clicking on ‘Create individual Tasks’ icon on the Task panel.
Every task can be prioritized by setting its priority. Options available are ‘High, ‘Medium’ & ‘Low’.
Title and description:
These fields show you details of what the task is about.
You can set a due date of task by setting any future date in this field.
You can set repeat task reminder by selecting any option from dropdown. Options available are Never, Daily, Weekly, Monthly, and Quarterly. If you want to stop task repetition, you can select ‘Never’ option. By default, ‘Never’ option will be selected.
You can upload file with any task by using ‘Upload file’ option. Click on ‘View Files’ icon to download or delete files.
Click link task option to view tasks list and marking it as checked. Checked tasks will be shown on top of list. User can click on task to view link task details.
You can log hours and minutes, you have spent on task. This helps in analyzing if time spent on any task is as per planned.
Copy Task icon is shown along task status on task board. You can create copy of any task by clicking on this icon.
Any task can be deleted by clicking on Delete task icon at top right corner of task panel. Once a task is deleted, its notifications are also deleted. The deleted task will be archived at user level but will remain in database and can be resumed by admin on request.
You can mark important tasks as starred, by clicking on star icon on task panel. Tasks will be marked starred and shown on task board as well. Starred task is at personal level.
Colors can be applied to tasks according to your choice by selecting any color from the color palette. Click on color icon on task details panel and color palette will be shown. Selected color is applied on respective task on the task board as double ended color tag.
You can add any project to task by selecting from project’s dropdown or by adding a new one.
You can add checklist of tasks to be executed for any task. You can mark any task as ‘Done’ by clicking added checklist item. This checklist helps you to track task progress. You can delete any checklist item using remove icon.
You can comment on a task. This helps team or users in keeping task discussion active.
You can view all task updates by clicking on ‘Activity Log’ icon on task panel. Task updates are sorted by date and time.
Update Meeting Schedule:
You can update meeting schedule using this option. All past meetings will remain as it is and future meetings will be updated. Whenever you add a meeting schedule, an email is sent to all attendees to update them about meeting.
Minutes of Meeting Form:
Click on any meeting in the list to open MOM form. MOM form helps you easily document minutes of meeting in a standard template form. You can add discussion points, follow-up actions, attendees, meeting location, agenda and decision points in it. Submit for review: After adding all details click on ‘submit for review’ to send MOM URL via email to all attendees for review before publishing the meeting. Publish Meetings: Click on ‘Publish’ button after finalizing MOM form. Mom will be published in a read only format and email will be sent to all attendees.
You can save custom filters by clicking on ‘Save’ button in filter panel. All saved filters appear under filter option on quick access toolbar. You can click on any custom filter to view filter results. Click on ‘Clear’ option on quick access tool bar to clear filter results.
You can view all tasks for which meeting is scheduled for today using ‘Scheduled today’ option.
You can add project to a task and can create new projects as well using ‘Add project’ option. All the projects created by you and added in the tasks assigned to you, appear here on quick access toolbar. You can delete any project using ‘Delete project’ button. Only empty projects can be deleted.