Managing Tasks

Managing Tasks

In this article, we'll see how you can manage your tasks and maintain an organized to-do list.

Viewing Tasks 

You can choose between the List and Board views to get a glimpse of all your tasks grouped by due dates or task assignees.


Upon right-clicking a task, you'll be able to view the task creator and date of creation, as well as options to open the task in a window or delete it.


Editing Tasks 

After you have created a task, you can edit the title, description, priority, due dates, and change or remove assignees whenever you need. To edit a task:

  1. Click open the task you want to edit. 
  2. Make the required edits.
  3. The changes will be saved automatically.

To edit a task from the list or board previews:

  1. Hover over the task you wish to edit.

  2. Click the Edit  icon to change the task title.

  3. Click the Calendar  icon to change the due date.

  4. Click the Assignee  icon to assign or reassign the task to a teammate.

  5. The changes will be saved automatically.


Note: When you're added to a Task Streams group with Member permission or to a task as an Invitee, you won't be able to edit tasks where you're not the task creator or assignee.   

Updating Task Information Via Drag-and-Drop

In the Board view, you can drag and drop tasks to easily update the category, status, priority, due dates, tags, and assignees.


Deleting Tasks 

To delete a task:

  1. Right-click the task you want to delete.

  2. Select Delete Task from the menu list.

  3. In the alert that appears, click Delete



Alternatively, you can also:

  1. Click open the task you want to delete.
  2. Click the More  icon in the detail view.
  3. Select Delete from the menu list. 
  4. In the alert that appears, click Delete

Note: Deleting a task will permanently delete all associated subtasks, attachments, and comments.

Sharing Tasks via Streams

To share a task with a colleague or group:

  1. Click open the task you want to share.
  2. Click the Add or View Invitees  icon in the Comment box. 
  3. Search and select a contact or Streams group or choose a contact from the list of suggestions.
  4. Click Invite

Notes:

  • You can @mention an individual or group in comments and click the Share  icon to share the task.
  • You can add emojis and attach files in the comments.
  • You can share a personal task with a person or a Streams group as well as share a group task with organizational members who are not part of that Streams group. 

Grouping Tasks

You can group your tasks based on various criteria. To do so:

  1. Navigate to the Tasks module.
  2. In the task list, click on the drop-down option beside Group by.
  3. Select how you want to group your tasks. Tasks will automatically be grouped based on your selection.

Notes

  • By default all your tasks will be grouped as per the due date. 
  • In the Agenda View, task grouping is unavailable, as tasks are inherently organized by their timeline.



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