Tasks

How to work with a task board and manage your tasks

  • Task board basics

    Last Updated: 03.10.2024

    With the My tasks feature, you can plan and manage your team’s internal workflow. Create tasks for you and your team members, and track their progress using a task board in the Kanban or List mode.

  • How to create a task

    Last Updated: 03.10.2024

    To achieve your project’s goals, you can divide all the work you have to do into specific steps and create tasks for each of them. In the task card, specify the action that needs to be performed, requirements and expected results, assignees, deadlines, and other useful information.

  • How to find tasks using filters

    Last Updated: 03.10.2024

    To quickly find your tasks, use search filter criteria. You can also save frequently used filters to automate your search process.

  • How to use and manage tasks

    Last Updated: 03.10.2024

    To manage tasks effectively, it is essential to keep their information up to date. You can do this by updating task data, changing statuses, tracking progress, and communicating with your team.

  • How to view tasks

    Last Updated: 03.10.2024

    You can monitor your tasks and their data as they progress. In this article, we will overview how to navigate to your task board, select a display mode, and view task cards and their associated data.

  • How to complete a task

    Last Updated: 03.10.2024

    Completing a task is the final task management stage that records task outcomes. Afterward, you can store, organize, and analyze your completed task data.

  • How to set a task stage

    Last Updated: 03.10.2024

    You can update task statuses to clarify their current stages for other team members and improve interactions within your team.

  • How to manage task attributes

    Last Updated: 03.10.2024

    You can add fields and tags to tasks to capture additional information. For example, you can add task type, mark it as important, and estimate labor costs to ensure effective project management.

  • How to work with task history and comments

    Last Updated: 03.10.2024

    When managing projects, you need to track a multitude of tasks and interact with your team. To build your workflows effectively, you can view task history, leave comments, and attach documents to discuss them with the team.

  • How to work with the calendar

    Last Updated: 03.10.2024

    Using the calendar in our CRM system, you can view tasks by date to effectively manage resources and schedule deadlines.

  • How to manage task templates

    Last Updated: 03.10.2024

    If you need to do the same task regularly, you can set it on repeat. These tasks are saved as templates, and duplicates will appear on your board as their scheduled date and time approach.

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