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Tasks

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Tasks is the place where you create and view task lists and create and assign individual tasks to yourself or others.  There is a Tasks feature in your Org, each Team and each Project.

Tasks

Organizing tasks into separate lists allows you to arrange your work according to different work areas or stages of a project (or Team or Org).

All of the tasks that you assign both to yourself and others will also be visible in ‘My Tasks’ in your Backpack.  Additionally, if you want to see all of the tasks assigned to anyone in LoTops, you can view ‘Assignments’ in Pulse.

To start a new List, click the ‘+New List’ button toward the top left of the screen.

New Task List

 

You can then give your list a name and add a note describing the list.

To add a new task to a task list, select the ‘add a task’ button under that task list.

New Task

 

You can then give your task a short description, which will, in effect, serve as the name of the task.  Next, you can assign the task to any user in that Project (or Team or Org).  The assignee will receive a notification that they’ve been assigned the task.  The people you’ve selected to receive a notification will also be notified.

When the task is complete, the assignee can select the checkbox next to the task to mark it done.  The number of tasks in the list that have been completed out of the total number will show toward the top left of the task list and will update automatically as tasks are completed.

When assigning a due date, you can select a specific date.  If you’d like your task only to become active and start in the future, you can select ‘Starts in Future’ to select both a start date and a due date.  And if your task is a regular one that will need to be repeated, you can select ‘Repeat.’

repeating task

You can assign tasks to a single person or to multiple people.  Only one assignee needs to mark the task as complete.

(If you need to make sure each assignee for a task completes that task individually, you can create a task list and have the name of the list be that task.  Then each ‘task’ on that list can be the individual’s name and can be assigned to that individual.  So, for instance, if you needed everyone on your team to confirm they’d read the new team privacy policy, you could create a task list called ‘Read New Privacy Policy’ and then assign it individually to everyone via a list of ‘tasks.’)