At Speakap we help organizations and employees to get their work done, in whatever way they need. We, therefore, offer: ‘Tasks’, a feature in our app to help you manage employee tasks and get instant feedback on to-dos straight from the web version or your app.
With Tasks, your tasks and (company) focus are put in the palm of your hands. Checking your work vitals is easier than ever before: front liners never lose their daily focus and your operations leaders always stay informed and receive feedback on the spot.
You can use Tasks to organize your work day more efficiently and even create personal Tasks to optimize the coordination of your workload.
Tasks can be accessed both from desktop and mobile and you are able to create tasks (you can even add attachments!), and check them off your list once completed in the homepage.
To navigate to the Task Management homepage and view all tasks assigned to you and by you, click on Tasks in the left-side menu.
Once you've hit the Tasks button, you will enter the Tasks Homepage.
If you are interested in learning how to create your first task, click here!
Once a task has been created, it will appear in your Task Management Homepage under the My Tasks tab or Admin tab. Where the task appears is based on your permissions as follows:
- If you are an assignee of any type task you will see it in the My Tasks tab
- If you have permission to see the task that someone else assigned this will show up in the Admin tab
- If you are the assignee of a group task you will see it in the My Tasks tap
- If you are the original task creator you will see it in the Admin tab
By clicking on a task in the task list, you’ll be able to view the task detail page. The task detail page will contain the following:
- Task name
- Name of the person who created the task (‘the creator’)
- Name of the person who the task is assigned to (‘the assignee’)
- Date of creation
- Tags
- If assigned to a group or multiple assignees, who has completed the task
- If selected, a deadline
- If present, the description
- If attached, all media attachments*
- Comment section
*You just learned that you have the option to attach media to your tasks, check out the process to do so here!
To better cater to the needs of an international organization, and to make our service accessible to all, we have introduced the option to translate a task to another language. This means you will be able to see all of the task details in the language you set your network to be in on desktop, while on mobile the text will be translated to the phone’s language preference by just following some simple instructions.
To translate a task, click on the ‘See Translation’ text that appears under the Task title. To revert back to the untranslated text, just click on ‘See Original’ in the same spot.
In the comment section, you are able to comment on the task you’ve selected. Start writing your comment in the text field below. Once you’re ready to send out your comment, click on Post and your comment will be visible below the task.
It’s also possible to add an attachment to your comment, and edit or delete the content of the text. To attach a file, just click on the paper clip icon in the bottom left corner and select a file from your computer. To edit or delete your comment select on the three dots that appear in the top right corner and select your preferred option.
Once you edit a comment, there will be an indication it was edited and a new timestamp. As far as removing it, your comment will be deleted but it will not completely disappear: instead of the text you will see an empty comment bubble with the wording “This comment is no longer available”.
Reply to a Comment
You can also reply to comments under tasks and mention your colleagues. By doing so you will create a comment thread below the original comment.
Simply click on the speech bubble under the text of one of your colleagues’ comment under the Task. A new text box will appear with the text ‘Write a reply…’ , and you will be free to reply directly to them. The person that created the original comment will be automatically mentioned at the beginning of the reply, so you can easily get their attention.
Check out all filtering and sorting options here! They will help you be organized and on top of everything allowing you to flexibility establish what you want to see to keep relevant things on your radar.
On the topic of organizing and keeping everything tidy, tags can be super helpful for admins to group tasks together and keep track of each tag group. Learn more about how they work here!
To navigate to the Task Management homepage and view all tasks assigned to you and by you, click on Tasks in the bottom right menu panel page.
Once you've hit the Tasks button, you will enter the Tasks Homepage.
If you are interested in learning how to create your first task, click here!
T Once a task has been created, it will appear in your Task Management Homepage under the My Tasks tab or Admin tab. Where the task appears is based on your permissions as follows:
- If you are an assignee of any type task you will see it in the My Tasks tab
- If you have permission to see the task that someone else assigned this will show up in the Admin tab
- If you are the assignee of a group task you will see it in the My Tasks tap
- If you are the original task creator you will see it in the Admin tab
By clicking on a task in the task list, you’ll be able to view the task detail page. The task detail page will contain the following:
- Task name
- Name of the person who created the task (‘the creator’)
- Name of the person who the task is assigned to (‘the assignee’)
- Date of creation
- Tags
- If assigned to a group or multiple assignees, who has completed the task
- If selected, a deadline
- If present, the description
- If attached, all media attachments*
- Comment section
*You just learned that you have the option to attach media to your tasks, check out the process to do so here!
To better cater to the needs of an international organization, and to make our service accessible to all, we have introduced the option to translate a task to another language. This means you will be able to see all of the task details in the language you set your network to be in on desktop, while on mobile the text will be translated to the phone’s language preference by just following some simple instructions.
To translate a task, click on the ‘See Translation’ text that appears under the Task title. To revert back to the untranslated text, just click on ‘See Original’ in the same spot.
In the comment section, you are able to comment on the task you’ve selected. Start writing your comment in the text field below. Once you’re ready to send out your comment, click on Post and your comment will be visible below the task.
It’s also possible to add an attachment to your comment, and edit or delete the content of the text. To attach a file, just click on the paper clip icon in the bottom left corner and select a file from your computer. To edit or delete your comment select on the three dots that appear in the top right corner and select your preferred option.
Once you edit a comment, there will be an indication it was edited and a new timestamp. As far as removing it, your comment will be deleted but it will not completely disappear: instead of the text you will see an empty comment bubble with the wording “This comment is no longer available”.
Reply to a Comment
You can also reply to comments under tasks and mention your colleagues. By doing so you will create a comment thread below the original comment.
Simply click on the speech bubble under the text of one of your colleagues’ comment under the Task. A new text box will appear with the text ‘Write a reply…’ , and you will be free to reply directly to them. The person that created the original comment will be automatically mentioned at the beginning of the reply, so you can easily get their attention.
Made a mistake? No problem: you can quickly undo the action you just completed if you momentarily realize you made a mistake.
Whenever you select any option: marking a task as complete/incomplete, deleting a task or duplicating it, you have the option to reverse your selection by clicking on the ‘Undo’ button.
You will see either a banner at the bottom of your screen on mobile immediately after you complete an action, it being completing a task, marking it as incomplete, duplicating it or deleting it. There you will find the option to instantly revert this with the ‘Undo’ button.
Organize your tasks homepage with handy filters!
Check out all filtering and sorting options here! They will help you be organized and on top of everything allowing you to flexibility establish what you want to see to keep relevant things on your radar.
On the topic of organizing and keeping everything tidy, tags can be super helpful for admins to group tasks together and keep track of each tag group. Learn more about how they work here!