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:

  1. Click on the Group that the task pertains to (see above for how to create a Group).
  2. You will see two tabs: Messages and Tasks. Click on the Tasks tab.
  3. 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:

  1. Click on the Group that the task pertains to (see above for how to create a Group).
  2. You will see a To Do list on the right side of your screen.
  3. 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.
  4. Click on the Create button. You’ve just created a task!

Create your own Task List

  1. Follow the instructions above to Create tasks. Use the drop down menu under Assign To and find your name.
  2. 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:

  1. 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.