Users: Getting Started Guide

Learn how to manage your tasks, projects, and inbox with Gryffin.

Managing Your Tasks

With Gryffin, you’ll get an email notification every time you are assigned a task or mentioned in a comment. Once within Gryffin, there are multiple ways you can view your tasks, projects, and notifications, allowing you to choose the best method for you.

Do you like using task lists? Check out our Task Manager. Prefer to arrange your day on a calendar? Our Advanced Calendar is perfect for you.

  • Your Dashboard

When you log into Gryffin, you’ll be taken to your Dashboard. From within your dashboard, you can see at a glance how many tasks you have overdue, due today, or pending. You can also see the latest projects assigned to you.

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  • Your Task Manager: Stay On Top of Your Tasks

Your Task Manager is the ultimate task list. At a glance, you can see your current, upcoming, and overdue tasks.

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Catch up with all your overdue tasks, and see what you have on your plate for today.

If the task is attached to a project, you can click on the project name to go directly to that project. Unattached tasks will have that space blank.

The default priority for all tasks is Low (best task management software). To upgrade the priority, click on the icon and select the new priority:

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If you want to see more information on any given task, click the  information button. This will pull up the Quick View panel for the task.

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You’ll be able to…

  • Read any additional notes
  • See subtasks, add new subtasks, or mark them done
  • Read and reply to comments
  • Click the button in the top-right to see even more details

An organized Task Manager will help to make sure you are moving ahead on all your pending tasks.

You can access your Task Manager at any time via the quick links menu in the top-right of your screen.

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Your Task Manager is the first icon , and the green number tells you how many tasks you have at any given moment.

  • Your Calendar: Schedule Your Time

Also in the quick links menu is your Calendar best task management software.

In your Calendar, you can see an overview of your month, week, or day.

Monthly Calendar

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The default display is the month calendar of your tasks. You can drag and drop tasks across days to arrange your entire month —- great if you work on agile teams or work in sprints.

If you have a task you know will take multiple days, you can extend the task box to encompass the amount of time it will take.

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Weekly Calendar

You can switch to week view, where you can see all your tasks for a given week.

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With this view, you also have the option to drag and drop your tasks by hour. By default tasks are “All day” tasks which do not have a time assigned to them. When you drag them onto a time slot, the task will automatically be assigned that time.

You can extend the period of time for tasks that might take longer.

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Day View

You can also skip straight to day view to drag and drop your tasks to the specified time you want to work on your tasks

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By assigning start and end time to your tasks, you can keep your day organized and on task.

  • Advanced Filtering: Keep Your Team on Track

If you’re managing a team or working on a project that requires other team members, you can use both the Task Manager and Calendar to see what your other team members are working on.

Filtering Your Task Manager

In your Task Manager, use the advanced filters at the top-right. By default you seeing only your own tasks, but you can switch:

  • My delegated tasks: Tasks you have assigned to other team members
  • All tasks: All tasks within your company

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Then use the advanced filter button and select Assignee.

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Now, on the left side, a new filter bar will appear beside the search bar, where you can filter by users.

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You can even choose multiple filters at one time:

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Filtering Your Calendar

The default view of your calendar is to see tasks, but you can also see other types of events.

To change the view, click on the advanced filter button best task management software.

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Here you can choose to see:

  • Google Calendar Events
  • Tasks for any or multiple user in your organization

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  • Tasks or projects by moule/workspace

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  • Reviewing Notifications & Activity

When managing a team, there are multiple ways of reviewing the scope of work within your company:

  • Your Notifications
  • Your Activity Feed

Check Your Notifications

Every time you are @mentioned on a project chat or task, you receive an email notification.

However, it can be easy to miss an email or accidentally delete them in your inbox, which is why you can also view your notifications in Gryffin.

Go to Notifications best task management software in the quick links menu. The green number tells you how many unviewed notifications you currently have.

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Spend some time reviewing your notifications to make sure you’ve responded to other team members or addressed their questions or concerns.

Once a notification has been addressed, you can mark it as viewed, and it will disappear from the notifications page.

They aren’t gone forever, though — you can access your viewed notifications through the drop-down on the left:

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Watch the Feed

If you want to find out what is happening in a specific workspace, or what was done by other team members on a given day, go to quick links menu and click on your company’s Activity Feed .

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From here, you can see what changes have been made and what has been worked on and by whom.

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