Task Dashboard

From your task dashboard, you can see all tasks that you, or your other team members, have pending.

You can also see, at a glance, tasks that are overdue, due today, due tomorrow, or due later.

Tasks can be created from the task dashboard, or within projects.

How do I create a new task?

You can create new tasks by going to your Task Dashboard, and clicking on the red plus:

To create a task that is connected to a project, click on the same button within a project:

The task will appear both in your task manager, as well as within the tasking widget of your project hub.

How do I drag and drop a task to change the due date?

Go to your Task Dashboard, and click and hold on the icon with 3 dots on the left of every task. Continue to click on item, so you can drag and drop it to other dates, such as today, tomorrow, or later.

Can I change the due date of multiple tasks at once?

Go to your task dashboard, and click on the checkbox to the left of the items you wish to change.

Once you’ve selected the items you wish to change, you’ll see 4 icons at the top. Using those 4 icons, you can change the person the tasks are assigned to, mark them done, change the due date, or delete the tasks.

How do I change the “assigned to” for multiple tasks at once?

Go to your task dashboard, and click on the checkbox to the left of the items you wish to change.

Once you’ve selected the items you wish to change, you’ll see 4 icons at the top. Select the first one, and from here, you can change the people that the tasks are assigned to.

How do I delete multiple tasks at once?

Go to your task dashboard, and click on the checkbox to the left of the items you wish to change.

Once you’ve selected the items you wish to change, you’ll see 4 icons at the top. Select the last one, and from here, you can delete multiple tasks at once.

How do I see tasks that I’ve delegated to others?

Go to your Tash Dashboard, and click on the dropdown that says “My Tasks”.

From here, you can select “My delegated tasks”.

You will always appear in the “By”, and the person you delegated the task to, will appear in the To.

How do I see tasks that have been completed?

On the top right, click on the drop down for “Pending” and change to “Done.

You’ll see a list of the delegated tasks that were marked done, or you can switch back to your own tasks, and see what tasks you recently marked done.

How do I see all of the tasks assigned to users within my company?

Go to your task dashboard, and go to the dropdown that says “My Tasks”. Select “All Tasks” from the dropdown.

From there, you’ll see a list of all the tasks assigned to users from that company.

How do I filter tasks by assignee, due date, priority, or others?

At the top of the Task Dashboard you’ll find a symbol for a filter. There, you will see the different types of ways that you can filter tasks.

Based on what type of filter you select, you can enter the information in the filter to start filtering and working with data from your task list.

Here you can see that we first looked at All tasks, and pending tasks. Then we searched for tasks by Assigned, and then we pulled a list of the tasks assigned to that user only.

You can do many more combinations, such as all completed tasks by a specific user, all tasks due on a specific due date, and much more.

How can I filter tasks by title?

Once you’ve selected what data you want to filter using the filters on the right, you can use the search feature on the left to further segment your tasks by looking for a particular task title.

In the example above, you can see that only tasks with the word “Bug” are being shown.

Send a Message