Tasks

Tasks can be used to organize an event or goal.

A task is a clearly defined unit of work that helps you organize, manage, and track work progress effectively.

The Task summary page can be found by clicking Tasks (the two ticks icon) in the left main nav bar (shown in the below image with a red rectangle). The Task summary page includes two main parts:

  • Part 1: Search bar (you can search by keyword or filter), and tools include Refresh, Create Task, Task Display (can toggle between kanban or list format views), Task Settings (select options and details that display in the Tasks table or board)

  • Part 2: Task management area, provides an overview of all the tasks that your user account has access to.

Task Page

👉 Inside the Task Detail Page of each task, the following information can be entered and tracked:

Type
Description

Task name

Brief description of the work to be done

Description

Details of the work to be performed, including requirements, goals,...

Due date

The deadline for completing the work

Person in charge

The team member assigned to carry out the work

Status

Completion progress of the job (eg: Newly created, In progress, Completed,...)

Labels

Helps classify and manage tasks by topic or project

Attachments

Work-related files

Note

Notes about work

Checklist

List of items that need to be completed in a job

Comments

A place to exchange information, update progress and record comments related to work

With Tasks, you can:
  • Plan and organize work: Monitor work progress and ensure timely completion

  • Assign responsibilities and track progress: Assign tasks to team members and track each person's progress. Get notified when tasks are due or changes are made.

  • Centralized information storage and management: Each task can be supplemented with useful information such as descriptions, attachments, assets... to help you store and manage work-related information easily. Centralized, easy to access and search.

  • Collaborate and communicate easily: Assign tasks to members, exchange information and update progress easily.

Learn more about:

Create New Tasks

How to create new tasks and assign tasks to members

Task Actions

Select and perform actions on one or multiple tasks

View and Finding Task

How to view and search created tasks

Task Detail Page

Display and edit detailed information of created tasks

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