Tasks allow you to associate one or more "to-dos" with a post, which you can track and be notified about so you never miss anything!
Tasks are visible in the post preview on the Home page and in the Task tab on the post's detail page. You can assign a task to a colleague, assign it a priority, and enrich it with attachments. Tasks can also be viewed by those who have visibility on the post.
From the post detail - Click on the Task tab on the right (web) or at the top (mobile), and then click on the + Create new task button at the bottom.
From the post preview - Click on the three vertical dots in the upper right of the post, and then select Create task. You will be taken directly to the task creation page.
When creating a task, you must fill in the mandatory fields:
Title - A brief heading for the task.
Due Date - The date and time by which the task must be completed.
Assignee - The person or group responsible for completing the task.
You have the option to add subtasks related to the main task:
click + Add a subtask and enter it; you can add more than one.
If you assign a task to a group, only one of the individuals in the group can complete it.
By clicking on the "Other Options" button located below the task creation page, you will open the detailed screen where you can enter additional information:
you can add People to Notify, who will be notified when the task is completed;
you can assign a Priority to inform assignees of its importance;
you can add Attachments to enrich the task with useful data.
Finally, click on the "Save" button in the bottom right to complete the creation. All tasks are displayed in the "Task" tab within the post details, and you can filter them by: Overdue, To Do, Completed, and Assigned to me.
Click on the bell icon at the top right (Web) or the three vertical dots (mobile) and add a personal reminder to stay updated on the task's deadline (even if it's not assigned to you).
To view all the tasks of a post:
go to the post's detail screen and then click on the Task tab on the right.
In the task detail screen, you can perform the following operations on each task:
you can assign Priority levels (High, Medium, Low, None) to a task, which can help you and your colleagues manage it effectively and have information about its importance. By default, when you create a task, no Priority level is associated;
Reminder - Only for tasks assigned to you, you can set a customized reminder that will generate a notification at the chosen date and time. To confirm the reminder, click Save.
By clicking on the three dots at the top, you can choose to perform the following operations:
Edit - You can update the characteristics and information of the task in every aspect.
Copy - You can duplicate an existing task, modifying its details. Click Save when you're done with the edits.
Delete - You can delete the task.
In the post's Task tab, you can view overdue, to-do, and completed tasks by clicking directly on the dedicated buttons at the top, and you can filter those assigned to you.
By clicking on the three vertical dots to the right of each task, you can:
Go to the details - You can access detailed information about the task and possibly add a personal reminder, modify the task, or delete it using the three vertical dots inside the detail page;
Edit the task - You can update the characteristics and information of the task in every aspect;
You can assign Priority levels (High, Medium, Low, None) to a task, which can help you and your colleagues manage it effectively and have information about its importance. By default, when you create a task, no Priority level is associated.
Delete the task - You can delete the task.
To view all the tasks assigned to you or a group you belong to that you haven't completed yet, go to My Space. There, you can mark a task as "done" and/or enter the individual post.
Discover all the features of the "Task" section in My Space. See how here!