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

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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
  
  
  

 

Task Categories

You can now organize your tasks by categories: 

How to Add Task Categories to a Project:

• Navigate to the My Projects tab
• Click the + Add Project  button in the top right corner
• Go to Project Settings by clicking the settings toggle next to the untitled project name
• Under the "General" section, find the Task Categories area
• Add your categories and click Save

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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

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Task Details

Each task includes:

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

Task Grid

The task grid contains everything you need to see in one glance:

• Title
• Project Info: you can see which project the task is associated with
• Due Date
• Assignee
• Project
• Created By
• Name
• Linked Events
  • Name
  • Artist Date

Collaboration Features

Comments

• Add notes within a task using the "Add Comment" text box
• Keep task-related communication organized
• Now on the mobile, as well as, the desktop browser application! 

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