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.
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.
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.
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 person who assigned the task can also mark it done, even if that person didn’t list himself as an assignee.) 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 you click on the number of tasks completed out of total, you’ll be taken to a page showing all completed tasks from the list. (Completed tasks are automatically removed from the main task list view.)
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.’
You can assign tasks to a single person or to multiple people. Only one assignee needs to mark the task as complete.