On Home page, the tasks widget gives you an overview of all tasks that are assigned to you or created by you. The tasks can be personal or team tasks.
If a task has no planned dates, it will show under Not Planned.
Overdue: Tasks that have passed the planned dates.
Today: Tasks that are due today.
Next 7 Days: Tasks that are due in the next 7 days.
Click the tasks widget to go to Task page. This page is one of the most beneficial on the Home screen.
Completed/Incomplete Tasks
By default, the page is showing incomplete Tasks, if you want to view completed Tasks, simply click on the Incomplete button to change the view
Task Planner View
The Task Planner view help you to see your tasks for each day or throughout the week. Click Planner Button to change the view.
On this page you can see all of your open tasks by days. You can also choose to view your tasks in either a daily or weekly planner view by clicking on the buttons on the top.
Click Planner button again to go back to the list view.
Task Sorting
Click the header of each column to sort the tasks by that column. Click the save icon to save your sorting preference.
Task Assigner
You can see the Task Assigner if the Tasks are assigned to you by other Members.
Create New Tasks
You can also create new tasks from here.
Click on Add Task and type in the title for the Task.
Click select project to search and select a Project and optionally a Phase and Work Category for your task
Project information is required for creating a task, if no project is selected. The default Project will be the Member's Personal Project.
Click enter on the Task after selecting the Project to create the Task. It may take a few seconds.
Add Notes and Updates/Comments to Tasks
To add notes or updates/comments to a Task, hover over the Task row and click on the respective icons to the right of the Task name.
Type in your notes or updates/comments. Click post to post your updates/comments. You can also add an attachment on your updates/comments.
The note is visible to all members who have access to this task.
Click Done to save your note and close the modal.
Task Dates and Priority
Utilize the plan date and priority attributes on Tasks to enhance your work management.
Click the calendar icon to plan your task.
Click "More Options" to put a date range instead of a single day.
You can also plan your tasks depending on the date of another Task or Phase/Milestone. Click + Add button.
Click Select Start/End to select if you want to set Start date, End date or Start & End date dependency.
Select what kind of dependency you want to set. Matching date, Waiting for the date, or Blocking the date.
Matching: The date of this Task will align with the date of the dependent item.
Waiting: The date of this task is pending the date of the dependent item and will occur afterward.
Blocking: The date of this task is a prerequisite for the date of the dependent item and will occur beforehand.
Select the dependency item type, it can be another Task or Phase/Milestone.
You can only select the Task or Phase/Milestone that is in the same Project as this Task.
Select the specific Task or Phase/Milestone and the start or end date, or start and end date. The Task or Phase/Milestone that has no date will not be selectable.
You can also specify how many days if the Task date is in waiting or blocking dependency type.
Exactly: The planned date will always be exactly X days after the selected dependent date.
If the task is set to wait exactly 5 days from July 1st, the planned date will be July 6th.
At least: The planned date is flexible but will be at least X days after the selected dependent date.
If the task is set to wait at least 5 days from July 1st, the planned date can be any date on or after July 6th.
Up to: The planned date is flexible but will be no more than X days after the selected dependent date.
If the task is set to wait up to 5 days from July 1st, the planned date can be any date from July 2nd to July 6th, inclusive.
When the dependency item date changes, the date of the dependent Task should update accordingly.
How to set Task Priority?
Click the flag icon to set priority on the task.
How to add Tags to Tasks?
By typing on the pound sign when editing the title of a Task, a Tag can be added.
Use Tags to Manage Your Tasks
A tag is another way for you to organize your tasks. Once you have added tags to your task, you will be able to use the tags filter to find your tasks more easily.
Ordering Tasks & Marking tasks as Complete
Hovering on a task, a three-line icon will show. This is used for dragging and dropping the tasks in your task list and ordering the tasks in the way you want.
By clicking the circle on the left of the task, you can mark a task as complete.
Filter
You can filter by Projects, Assigner, Phase, Work Category, Portfolio, Client, Phase Status, Project Status, and Tag.
Click the save icon to save the applied filters.
Selecting Multiple Tasks
You can select multiple tasks by clicking the checkbox at the end.
When you select one task, an All button will appear, allowing you to click on it to select all tasks simultaneously.
You can perform bulk actions on selected Tasks:
Top: Move Tasks to the top of the list
Plan: Plan Tasks
Move to: Move Tasks to a different project
Copy to: Copy Tasks to a different project
Completed: Mark Tasks as completed
Delete: Delete Tasks
