Tasks

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

Managing Tasks

• Synchronise task due dates with an email calendar (e.g. Outlook/ Google Calendar)
• Closing or Archiving Tasks
• Task Permissions
• Importing tasks from Excel/ CSV file
• Combining Duplicate Tasks
• File Explorer (Attachments)

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Sub Tasks

• Creating Sub Tasks
• Editing and Completing Sub Tasks

Task Templates

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