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Working with Tasks/Tasks in Projects

Adding Tasks to Projects

To add a task:

  1. Open your project
  2. Click the + Add Task button in the top right corner
  3. Fill in task details

Task Statuses

Your tasks move through four statuses:

  • To Do: Task hasn't been started
  • In Progress: Task is currently being worked on
  • Needs Review: Task is ready for review
  • Done: Task is completed


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Viewing Your Tasks

Board View

  • Drag and drop tasks between status lanes
  • Visual workflow management

List View

  • Sort tasks by various details
  • Detailed task information

Task Details

Note: Tasks linked to Events appear in both the Project and the Event's "Tasks" section.

Each task includes:

  • Name
  • Due Date
  • Assignee (team member responsible)
  • Linked Event (if applicable)
  • Description

Collaboration Features

Comments

  • Add notes within a task using the "Add Comment" text box
  • Keep task-related communication organized

Activity Feed

  • View all updates made to a task in the "Activity" tab
  • See complete task history

File Assets

  • Add files to specific tasks that are needing to be shared with your team

My Tasks Page

Access all your assigned tasks by clicking My Tasks in the navigation panel.

Includes:
  • Tasks linked to Events
  • Tasks associated with Projects
  • Standalone Tasks

Notifications

You'll receive email notifications for:

  • Task assignments
  • Comments on your tasks
  • Being added as a Project Collaborator
  • Status updates on your Projects

To manage notifications:

  1. Click your User Menu dropdown at the top right
  2. Select Account Settings
  3. Adjust your Notification Preferences