What is it?
Tasks allow members to create, assign, track, and collaborate on tasks. Creating a task list can help to better evaluate the scope of a project and manage tracking of individual assignments within a project team. Tasks can be assigned to any content type, such as requesting changes to a document or tracking actions from a meeting. Personal tasks can be used to remind you, or others, of outstanding actions due for completion. In addition, tasks can be sorted and filtered into one consolidated dashboard.
Easily track To-dos, takeaways, action items, review cycles, or assignments from your last meeting.
Features and functionality
Our platform is simple and intuitive but that doesn’t mean its capabilities are limited. There are a number of ways you can configure our platform to do exactly what you want. Below is a list of all additional features found within this particular feature or function.
- Title: Give your channel a name that describes the tasks that will be housed within.
- Description: This field will display a brief description for people to learn more about the purpose of the Task channel.
- Location: This feature allows you to choose where the Task channel will reside in your digital workplace.
- Hide from navigation: When this feature is selected, no one will be able to see this channel. However, you can still access the channel through the site manager or by its URL.
The following options have their own dedicated support documents. Please follow the links for more information:
How to create a Task channel
If you have decided to include tasks in your digital workplace, you will need to create a Task channel to house all your to-do items. Remember, you can add as many Task channels as you require to keep your To do list organized.
Step 1: Open the Control Panel
Select the gear-like icon in the top right corner of your screen.
Step 2: Select, Site Manager
Select, Site Manager from the options listed in the Control Panel.
Step 3: Open the menu provided on the Add button
Select the arrow provided on the right-hand side of the Add button to bring up a menu of options.
Step 4: Select, Task
From the list provided in the channel menu, select Task.
Step 5: Complete the fields and choose from the options presented
Once you select a channel, complete the required fields and selected any desired options.
For a description of these fields and options go to the Channel article.
Step 6: Select, Add
Once you complete the fields and select any preferred options, select the Add button at the bottom of the screen.
Step 7: Confirm the new Task channel has been added
A new Task channel will appear at the bottom of your Site Manager.
How to create a task list from a template
Follow the steps in this article to create the task list template, and once complete follow these steps to apply it:
Step 1: Select Channel Template from the Edit menu in your new task channel
Channel Template settings for your new tasks instance is where you will apply the new template:
Step 2: Select and apply the task list template
The list of available task templates will be populated on the first screen, the Load section, and can be applied by clicking on the name of the template. Additional options will be listed at the bottom:
Frequently Asked Questions
Can I assign tasks to a group?
No. Tasks are only available to assign to an individual user. This ensures that an individual is responsible for either completing a task or ensuring another team member completes it by acting as a task leader.
I have a repeated list of tasks that I am using as a part of a project space. Is there a way to keep this list populated so they don’t need to be entered each time?
Tasks have a Channel Template feature. You can create a list of tasks and save it as a template. You are able to save multiple Task channel templates to use depending on the type of project you may be doing.
Best practices / Tips and tricks
Stay up to date
Get an email notification when you receive a task or the status changes. And, the userbar keeps a handy running total of all the tasks assigned to you.
When you mark a task as private, only you and the person it is assigned to can see it. They can be used for things like confidential requests, or for tracking edits to publicly available content.
Your personal tasks are kept private. They’re great for remembering to file expense reports, book travel for a client meeting, or pick up pizza on your way home.
Every task can be broken into subtasks to help break work up into smaller parts, or divide it between team members.
When viewing a document, wiki, blog post, or a forum topic, you will find a Tasks bar at the bottom of the page. Creating a task here, following the method above, will assign the task to this specific piece of content.