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 List view and Board view to get a clear overview of all your tasks.

  • List view offers a straightforward layout for easy scanning.

  • Board view organizes tasks into columns, making it easy to manage to-dos, visually.

Filtering Tasks

Once you've selected a view, you can further narrow down your task list using filters. Filters can be applied based on criteria such as assignee, status, priority, or custom fields.

  1. Click the Sort  icon.

  2. Select the required filter option.


NotesNote: The available filter options might change depending on whether you're viewing personal or group tasks and your current task view.

Sorting Tasks

You can sort tasks by Created Time, Due Date, or Last Modified Time to change the order in which they appear. To sort tasks: 

  1. Click the Sort icon.

  2. Select the required sorting option.



NotesNote: The available sorting options may vary depending on the selected view in the left pane.

Grouping Tasks

You can group tasks based on different criteria to organize them effectively. To group tasks:

  1. Navigate to the ToDo module.

  1. In the task list, click the drop-down menu beside Group by.

  1. Select how you want to group your tasks. Tasks will automatically be grouped based on your selection.



Notes

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.

Using Tags to Organize Tasks

Tags help categorize tasks. You can create tags and assign multiple tags to tasks to organize and easily identify them. Tags created in the ToDo module will also be reflected in the Mail and Notes modules.

Creating a New Tag 

To create a new tag:

  1. Click the plus  icon adjacent to the Tags label.

  1. Enter a tag name and choose a tag color.

  1. Click Create.

Editing a Tag

To edit a tag:

  1. Right-click the tag.

  1. Select Edit Tag from the menu list.

  1. Edit the tag name and color.

  1. Click Save.


Deleting a Tag     

To delete a tag:

  1. Right-click the tag.

  1. Select Delete Tag from the menu list.

  1. Select Delete from the alert dialog that appears.


Customizing Task Views

You can customize your task list view as either comfort or compact mode. To configure your viewing preferences:

  1. Click on the More Options icon in the top-right corner of the Task List.

  2. In the drop-down that appears, select Comfort or Compact.


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.

  1. Make the required edits. 

  1. The changes will be saved automatically.


To edit a task from List or Board view preview:

  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 and click Save.

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

  5.  The changes will be saved automatically.



NotesNote: You can edit only the tasks you've created. For tasks created by other group members, you can only view, like, and comment.

Updating Task Information Via Drag-and-Drop

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

Sharing Tasks Via Streams

To share a task with a colleague or group:

  1. Click the task you want to share.

  2. Click the Add Invitees  icon in the Comment box.

  3. Search and select a contact or choose a contact from the list of suggestions.

  4. Click Invite.


Notes

Notes:

  • You can @mention a user in the comments and click the Share  icon to share the task.

  • You can attach files in the comments.

  • You can share a group task with members who are not part of that group.

Deleting Tasks 

To delete a task:

  1. Click on the task you want to delete from the list of tasks.

  1. Click the Delete icon in the Tasks Detail View.

  1. Click Delete in the alert that appears.

 



NotesNote: You can delete only the tasks you have created and while doing so, the task will be deleted permanently along with all sub-tasks, comments, and activities.