Creating & Managing Tasks

Tasks help you and your team stay focused on what needs to be done. They can be assigned to specific team members or stakeholders, linked to projects, and given due dates and priorities. You can also set task dependencies to ensure they’re completed in the correct sequence.

Creating a Task

1. Go to the Tasks Menu
   In the main navigation, click on Tasks.
2. Create Task
   Click the Create Task button.
3. Fill in the Task Details

• Category: Select the category for this task.
• Description: Provide a clear, concise description of what needs to be done.
• Due Date: Set a deadline for the task (or choose No Deadline if there isn’t one).
• Priority: Assign a priority level (e.g., High, Medium, Low).
• Status: Indicate the current status (e.g., In Progress, Completed).
• Involved Team: Select the team members responsible for or collaborating on this task.
• Dependent Tasks: Choose any tasks that must be completed before this one.
• Send Email Notification: Optionally send an email to all involved team members when the task is created.
• Stakeholder: Link any relevant stakeholders to this task.
• Linked Project: Associate the task with a project if needed.

1. Add the Task
   When you’ve finished filling in the details, click Add Task to finalize creation.

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Managing Existing Tasks

You can view and manage your tasks from multiple places across the platform:

• Tasks Page: Access all existing tasks in one central location.
• Stakeholder Profiles: View tasks associated with a specific stakeholder.
• Project Pages: Review tasks linked to a particular project.

Editing or Deleting Tasks

• Click a Task Card to see more information, update task details (such as the description, due date, or status), or delete the task if it’s no longer needed.

With these tools and options, you can efficiently keep your team aligned and ensure all tasks are tracked and completed on time.