HP04. Creating Tasks

Overview

Use the tasks feature to create tasks for yourself or other staff members

Article Sections

• Add Task
• Viewing Tasks

Add Task

1. Press on the Task icon to open the Task Summary.

2. From the Summary you can press on Task Center to open completely.

3. Press Add Another Task to add a new task.

4. Give the task a quick name.

5. This will create a quick task for you.

6. To assign it to another user or add due dates press on the quick task.

Viewing Tasks

7. If the task was for you it will show in your task list. You can press Add Column to create a Kanban board to manage your tasks or create columns for different work areas.

8. To see tasks for others select the icons next to tasks, to open a menu to search staff, or return to your task lists after searching.

Link To

HP05. Completing or Closing Tasks

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Overview

Use the tasks feature to create tasks for yourself or other staff members

Article Sections

• Task Center
• Rename Task Column
• Add Column
• Move Column
• Add Task
• Viewing Tasks
• Working with, Completing & Deleting Tasks

Task Center

1. Press on the Task icon top right of your screen to open the Task Summary.

2. This will open the task summary for a quick look at your tasks or press on Task Center to open.

Rename Task Column

3. In your Task Center you will have a column on your board called Oases Tasks. Press on this name to rename it.

In the example below I renamed Oases Tasks to General.

Add Column

4. To add a column to your board press Add Column.

5. Rename your new column by pressing on the column name.

6. Repeat for extra columns.

Move Column

7. Right click and drag columns to new position.

Add Task

8. Press Add task to add a new task.

9. Complete fields:

• Task Title
• Any Task description
• Due Date
• Who the task is for

Note: If you create a task for another use it will go into the first column on their task board.

Viewing Tasks

10. If the task was for you it will show in your task list.

11. To see the tasks of other users press on Showing: My Tasks.

12. Select user.

13. Press it again and press SELECT ME to return to your tasks.

Working with, Completing & Deleting Tasks

14. Press on a task to open and edit.

15. Hover over a task to complete or delete.

16. Include completed tasks on your board by selecting Completed at the top of the board.

17. Completed tasks are green. Hover and press the x to return it to an open task. You can also open the task and mark it as not completed.

Link To

HP05. Completing or Closing Tasks