Tasks User Guide

Tasks User Guide

      1. Accessing the Tasks: Navigate the Tasks section within the main menu to gain an overview of all
          tasks across your various job assignments.

      2. Search/Filtering the Tasks: 

      a) Search a task by using the search bar on the top right corner of the screen.
      b) Filter by team members: Click the dropdown menu on “All Team Members” and select a team
          member to filter.
      c) Filter by jobs: Click the dropdown menu on “All Jobs” and select a job to filter.
      d) Filter by status: Click the dropdown menu on “All Status” and select a status to filter.

      3. Adding a new task: 
  1. Click on “+ Add a task” 
  2. Fill up necessary fields you may add an assignee or link it to an ongoing job.
  3. You may tick the “Add another tasks” checkbox to continue on adding new tasks. 
  4. Click “Create”.

      4. Edit tasks: Click on the three dots to edit the task.

      a) Click “Complete Tasks to complete a task.
      b) Click “Archive” to archive a task.
      c) Click “Delete Task” to delete a task.

      5. Bulk task editing: Mark the task that will need editing, Click the “With Selected” dropdown.

      a) Mark as incomplete.
      b) Mark as complete.
      c) Click “Delete Task” to delete a task.



      6. Click on the task title to manage each task:

      a) Task Details: 
  1. Edit task details by clicking the “Edit button”
  2. Mark the task as incomplete or complete by clicking the button “Mark as complete/Mark as incomplete”.

      b) Create a checklist: 
  1. Create a checklist from scratch by clicking on the “+ Create Group”.
  2. Import a checklist template by clicking on the “Templates” dropdown.

      c) Create a note by clicking on “+Create Note”



      7. Accessing the Archived Tasks: Navigate the Archived Tasks section within the Tasks sub tab. 

      8. Search/Filtering the Tasks: 

      a) Search a task by using the search bar on the top right corner of the screen.
      b) Filter by team members: Click the dropdown menu on “All Team Members” and select a team
          member to filter.
      c) Filter by jobs: Click the dropdown menu on “All Jobs” and select a job to filter.
      d) Filter by status: Click the dropdown menu on “All Status” and select a status to filter.

      9. Modifying an archived task: Click on the three dots beside the archived task. 

      a) Unarchive: Click to unarchive the task.
      b) Delete: Click to delete the task.