A task is a written description of an action that needs to be completed. This can be assigned to a group, an individual or it can be created as a personal check list.
Create tasks
You can create and assign a task specific to members of a group.
On the app:
- Click on the Group that the task pertains to (see above for how to create a Group).
- You will see two tabs: Messages and Tasks. Click on the Tasks tab.
- Click on the New Task button. Name the task and click on the Edit button. From here, you can add details to the task. Assign it to a team member using the drop down menu. Add additional notes. To notify the group or team member via text message that the task ****was created, click on the toggle that reads Notify via Text Message.
On desktop:
- Click on the Group that the task pertains to (see above for how to create a Group).
- You will see a To Do list on the right side of your screen.
- Click on the New Task button. Name the task and click on the Edit button (the blue pencil). From here, you can add details to the task. Assign it to a team member using the drop down menu. Add additional notes. To notify the group or team member via text message that the task ****was created, click on the toggle that reads Notify via Text Message.
- Click on the Create button. You’ve just created a task!
Create your own Task List
- Follow the instructions above to Create tasks. Use the drop down menu under Assign To and find your name.
- Click on your name to assign a task to you. This task will be only be seen by you.
Edit a task
You can edit a task name, re-assign it to a new team member, and edit the notes. You can also change a task from Completed to Open.
On the app:
- Click on any task. To access tasks, click on the Task icon at the bottom of the screen or click on a Group then click on the Task tab.