Time to create your first task! Our Tasks feature allows you to create personal tasks for yourself, other individuals one-by-one, or every single individual of a group, as well as create group tasks that will only need to be completed by one group member on behalf of all within the group.
Let’s go over every single case, so that the process is smooth and easy for fulfilling whatever needs you might have:
- Creating a task for yourself
This option may help you when you are trying to stay on top of your to-dos by creating a task of something you need to sort out yourself. An example may be: ‘Answering all emails’. If you would like to create such a task, all you have to do is click on the Create a task for myself button at the top right corner of the My tasks window.
A ‘New Task’ window will open and you will be able to insert your title, ‘Answering all emails’, the due date, and assign the task to yourself by selecting the ‘Assign to’. Now if you are a network admin you are able to see all of the people in your network, by using the search function above the list of names in the middle column you can look for yourself and select your name. In case you don’t have administrator permissions, you will need to search for a group you are part of in the left column, and then you’ll be able to find your name in the middle one.
Add a description and any tags if they are necessary, then you are good to go, you have set up your first task!
- Assigning a task to individuals
The process of assigning a task to a single individual or multiple individuals* who are not in a group together is very similar to the one detailed above for creating your own task but in the Admin window instead.
*only possible on desktop!
There might be a higher chance you would like to individually assign a task to an already existing group of people. For instance, you might want all individuals from your department store to fill in their availability for shifts, or you might want to ask every member of a specific group to come up with a pitch to start a project.
Whatever you may need from every single individual within a group, you can assign at the same time to all by selecting said group within the ‘Select recipients’ lists on the left side of the window. You also have the ability to select only some individual from within a group, or exclude some group members by selecting or deselecting them by name in the central column of the Select Recipients window.
Once you have selected one or more groups and clicked on ‘Assign’, you will go back to the ‘New Task’ window, here you are once again free to add a description and any tags if they are necessary.
Note that you will see the following message:‘It is not possible to add or remove individuals for this task type. Please revisit your selection in order to check this box’, as the option to have the task only marked as completed by one user is disabled. This is because the option is only possible if the task is assigned to an entire group, without excluding or adding anyone else from other groups.
Please note: If you would like to assign any task type to multiple assignees (multiple groups or individuals) you will need to do this on web as it is not available on mobile.
Create and assign group tasks to one or multiple groups
Whenever you need a task to be completed by a certain group of people, but it is not important to you who fulfills it, or you would like to ask a group to collaborate on a task, you can assign a group task to be completed. This is a task where only one of the members can indicate that the whole group is done with their assigned duties.
If you would like to assign this type of task you need to select a group or multiple groups, following the same process explained above through the ‘select recipients’ window, and this time you will tick the checkbox that says “To be completed by one individual of each of the assigned group(s)”.
When you do this, contrary to when you are assigning a personal task, you will not be able to select single individuals or some individuals within a group, but only entire groups. So, whenever one single individual within a group will mark the task as complete, it will mean the whole group finished the task and they will also see it as complete in their own profile.
It is important to note that when you check the box for this option, you will not be able to remove or add singular individuals from within the same or other groups, you will only be able to select one (or multiple) groups. If you try to do so, you will see this error:
Please note: If you would like to assign any task type to multiple assignees (multiple groups or individuals) you will need to do this on web as it is not available on mobile.
Adding Task Details
To add a title to your task, please fill out the first text field which says Task. There is the possibility to add a due date to a task in the form of a deadline. Tasks that appear in the task list will be sorted by due date by default. You can choose to add a due date/deadline to your task by clicking on the calendar icon and selecting the desired date. If you don’t want to add a deadline, click on the cross. These tasks will appear at the bottom of the task list.
To add additional information to your task, use the description field. You’re also able to insert links (URLs) in this field.
Formatting in Tasks
Click on the ‘A’ icon in the bottom of the task description box to see the formatting options:
- You can bold your text
- You are free to Italicize words
- Underline what is important
-
You have the possibility to add a
Strikethrough text - You can also create bullet points or numbered lists, perfect for breaking down actions and detailing each step!
Attachments in Tasks
Do you want to add an attachment to your task to make it more efficient? Check the related article here.
Time to create your first task! Our Tasks feature allows you to create personal tasks for yourself, other individuals one-by-one, or every single individual of a group, as well as create group tasks that will only need to be completed by one group member on behalf of all within the group.
Important: you won’t be able to assign a task to multiple assignees at once. This can only be done from the web version.
Let’s go over every single case, so that the process is smooth and easy for fulfilling whatever needs you might have:
- Creating a task for yourself
This option may help you when you are trying to stay on top of your to-dos by creating a task of something you need to sort out yourself. An example may be: ‘Answering all emails’. If you would like to create such a task, all you have to do is click on the Create a task for myself button at the top right corner of the My tasks window.
A ‘New Task’ window will open and you will be able to insert your title, ‘Answering all emails’, the due date, and assign the task to yourself by selecting the ‘Assign to’. Now if you are a network admin you are able to see all of the people in your network, by using the search function above the list of names in the middle column you can look for yourself and select your name. In case you don’t have administrator permissions, you will need to search for a group you are part of in the left column, and then you’ll be able to find your name in the middle one.
Add a description and any tags if they are necessary, then you are good to go, you have set up your first task!
- Assigning a task to individuals
Please note: If you would like to assign any task type to multiple assignees (multiple groups or individuals) you will need to do this on web as it is not available on mobile.
Create and assign group tasks to one or multiple groups
Whenever you need a task to be completed by a certain group of people, but it is not important to you who fulfills it, or you would like to ask a group to collaborate on a task, you can assign a group task to be completed. This is a task where only one of the members can indicate that the whole group is done with their assigned duties.
If you would like to assign this type of task you need to select a group, following the same process explained above through the ‘select recipients’ window, and this time you will tick the checkbox that says “To be completed by one individual of each of the assigned group(s)”.
When you do this, contrary to when you are assigning a personal task, you will not be able to select single individuals or some individuals within a group, but only entire groups. So, whenever one single individual within a group will mark the task as complete, it will mean the whole group finished the task and they will also see it as complete in their own profile.
Please note: If you would like to assign any task type to multiple assignees (multiple groups or individuals) you will need to do this on web as it is not available on mobile.
Adding Task Details
To add a title to your task, please fill out the first text field which says Task. There is the possibility to add a due date to a task in the form of a deadline. Tasks that appear in the task list will be sorted by due date by default. You can choose to add a due date/deadline to your task by clicking on the calendar icon and selecting the desired date. If you don’t want to add a deadline, click on the cross. These tasks will appear at the bottom of the task list.
To add additional information to your task, use the description field. You’re also able to insert links (URLs) in this field.
Formatting in Tasks
Tap on the ‘A’ icon that appears above your keyboard when writing a task description to see the formatting options:
- You can bold your text
- You are free to Italicize words
- Underline what is important
-
You have the possibility to add a
Strikethrough text - You can also create bullet points or numbered lists, perfect for breaking down actions and detailing each step!
Attachments in Tasks
Do you want to add an attachment to your task to make it more efficient? Check the related article.