Tasks got a facelift! You can now create different types of tasks and include additional details, the ability to log progress, and much more!
In this article, you will learn how to:
- Create a new task
- Create new tasks by type
- Edit a task
- Log details on a task
- Complete a task
- Delete a task
- Field Groups as Tasks
- Edit the Task Description
How to Create a Task
You can create a new task on a card, email, or from the dashboard.
Add a Task on a Card
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- Open a card.
- Locate the tasks section.
- Click Add Task.
- Type in the task title and click Create. The task will be added to the card.
- Add in any additional details to the task.
Add a Task to an Email
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- Open a conversation.
- Expand Conversation Details in the upper right (3 horizontal lines).
- Locate the Tasks section and click on the plus + icon to add a new task.
- Type in a task title and click create.
- Add any details to the task.
- The task is now added to the bottom of the task list in Conversation Details.
Add a Task from the Dashboard
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- From the Tasks Dashboard, click New Task.
- Type in a Task Title and click create.
- Add in any details.
- The task is now added to My Tasks (if no card is related).
How to Create a New Task by Type
There are now four different types of tasks that you can create:
- To-Do
- SMS
- Call
Each task type comes with its own set of settings but all tasks include the ability to set the:
- Status
- Priority
- Assignee
- Start Date
- Due Date
You can also add a rich text description, attach files, and add comments to any task.
Create a New To-Do Task
- Click New Task from the Dashboard or Add Task on a card and select To Do.
- Enter the task title and click Create. The task is now added to the list.
- Add details to the task. Add a description by clicking edit. Click save when finished.
- Set the assignee and due date, relate a card or contacts, and add files in the right column. These updates are saved automatically.
- Close the task. It will be shown on the dashboard and if related, the card.
Create a New Email Task
- Click New Task and select Email.
- Enter a task title and click create.
- Click edit to add an email template or wait until you’re ready to send the email.
- Set the assignee and due date, relate a card or contacts, and add files in the right column. These updates are saved automatically.
- Close the task. It will be shown on the dashboard and if related, the card.
Create a New SMS Task
You’ll follow the same steps as the Email task to set up an SMS task.
- Click New Task and select SMS.
- Enter a task title and click create.
- Click edit to add an SMS template or wait until you’re ready to send the email.
- Set the assignee and due date, relate a card or contacts, and add files in the right column. These updates are saved automatically.
- Close the task. It will be shown on the dashboard and if related, the card.
Create a New Call Task
When creating a new call task, you will need to select a contact with a phone number.
- Click New Task and select Phone.
- Enter a task title and click create.
- Select a contact.
- Click edit to add in call details, talking points, and/or merge fields. You’ll need to relate a card if you want the merge fields to work. You’ll add the call outcome after the call is completed.
- Set the assignee and due date, relate a card or contacts, and add files in the right column. These updates are saved automatically.
- Close the task. It will be shown on the dashboard and if related, the card.
How to Edit a Task
Editing the Task Details
You can update any of the task details in the side panel except for the task type and the Created By details.
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To edit any details on the right, double click on the field and make your update. It will automatically save once a selection is made.
Editing the Title
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As with the task details, double-click on the title to make any changes. Click the save icon 💾 to confirm changes.
Editing the Description
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To edit the description, click the Edit button. A rich text box will appear where you can format the description. Click Save to confirm changes or click Cancel.
How to Log Details on a Task
On the right hand side of any task pop up, you have the option to log details of the task progress. Add a comment to share with your team or leave notes for yourself.
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Update the Status
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Let your team know where you are with the progress of a task. Select from:
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- Backlog
- Not Started
- In Progress
- On Hold
- Completed
Update Start Date
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Similarly to how you would select a due date, select a day that you start the task.
Add Comments
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You can now add comments on a task. Here you can log notes and collaborate with team members. You can images, video, links, and files as well as format the text and add emojis.
How to Complete a Task
There are two ways to mark a task as complete:
- Click the ✔️ icon.
From the dashboard:
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On a card:
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- Open the task and click complete.
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- Send an email, SMS, or complete a phone call. Once the action has been made, the task will be automatically marked as complete.
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How to Delete a Task
Open a task to delete it.
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- Open any task.
- In the upper right corner, click on the 3 vertical dots.
- Click delete.
- Confirm task deletion.