Tasks can be assigned to your team or to your clients so they can tick them off once the task is done. These tasks can be created by you, your colleagues or your clients. Tasks can be used inside of a document or stand alone in your project.
Start by looking at the Tasks section in the side menu. There's two such sections, the Global Tasks section:
Here you'll find all the tasks from all your projects.
And there's also the project Tasks section, which will show you the tasks from a specific project:
This is where you can create tasks that show up in your portal:
Name the task
Select a due date
Assign it to someone on your team or to a client
Add a note with details about the task
Choose whether it's visible on the Portal or not
Add attachments
Save your task
If you want your task section to show up in your Portal Dashboard, be sure to toggle the Home icon.
If you want your task to only be visible to team members, you can toggle its visibility.
Navigate to your portal and find the tasks in the appropriate section - the tasks section on the left menu and/or the tasks module on the dashboard if you toggled the Home icon in the tasks menu. If you want to tick them off, simply click them and they become complete. Anybody in the project can tick off any action items.
To create a task in a document, navigate to any document, click the side menu on the right to bring up action items. Here you can create tasks that pertain to this document, it’s a great way to tell our team mates or clients what needs to be done for the document to be completed. As you create a task for this document, a red number pops up on the action items icon to indicate that some tasks are left to be made.
If this document is private, only your team members are able to see it and its associated action items. If you want your clients to see this document and the tasks that are related to it, don’t forget to share the document with them. These action items can also be completed by simply ticking them off.
Note: Your clients are also capable of creating tasks both on the portal and on documents, and they can assign the tasks to whoever they want. This is a great opportunity for you and your client to assign tasks to one another.
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