Tasks

Importing Tasks/ Subtasks

• Importing Tasks and Sub-Tasks
• Preparing to import tasks from Excel/ CSV file

Getting Started

• Finding your Task List
• 🎥 Understanding the Task Page

Using Tasks

• Completing a Task Using an Online Checklist
• Attachments - Uploading, downloading and deleting
• Filtering, Searching and Sorting Tasks
• Task Comments/ Notes
• Task Progress Status
• Assigning a Task to a User

Sub Tasks

• 🎥 Creating Sub-Tasks
• 🎥 Editing and Completing a Sub-Task

Managing Tasks

• Synchronise task due dates with an email calendar (e.g. Outlook/ Google Calendar)
• Closing or Archiving Tasks
• Task Permissions
• Combining Duplicate Tasks
• File Explorer (Attachments)
• Task Email Notifications

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Task Templates

• Managing Task Templates
• Edit a Task Template
• Activating and Disabling Task Templates
• How to Use the "Unsatisfactory" Due Status Feature