Open Dashboard in the main menu, then select To Do to review your tasks and cards. Use Mine, Pinned and Completed to change the work shown. The Today button opens a separate drawer.
Navigate the To Do dashboard
The To Do dashboard has Tasks and Cards sections. What appears depends on the selected view, filters and your access.
Task views
Mine
Use Mine for work assigned to you, subject to the current filters. Reviewing another user’s work depends on your permissions and the controls available in your account; do not assume every user can access another person’s dashboard.
Pinned
Pin important tasks by clicking the pushpin icon 📌 to keep them easily visible..
Completed
Use Completed to review completed work available to you. Check the selected filters if an expected task is missing.
Organize tasks and cards
Use the sorting and grouping controls, such as Sort By: Due Date and Group By: Source, to organize the list. The current dashboard also provides Priority, Due Date and Source filters, plus New Task and Recurring Tasks controls.
Tasks
Sort By
Sort by the following criteria:
- Due Date
- Last Created
- Last Updated
- Priority
Group By
You can group the tasks in a few different ways:
- Source - tasks are grouped by the board or inbox they originated from
- Priority - groups tasks by ASAP,, high, medium, and low priority
- None -
Just below the sorting options, you can filter tasks.
Priority
You can set each task's priority as Low, Medium, High, or ASAP when creating or editing it. Use the dropdown menu to filter and view tasks by priority level.
Date Range
View tasks for a specific date range:
Date Range | Description |
Due Today | Anything due today and past due tasks |
Due this Week | Tasks matching the selected week range. Check the dates shown rather than assuming a Monday–Friday boundary. |
Due this Month | Any tasks due within the current month |
Prior Month | Tasks that were due last month |
Custom | Set your own date range |
Source
Choose which available sources to display on your dashboard. Review this filter when expected personal or board tasks are missing.
Cards
View all cards that are assigned to you, have a due date, and contain at least one task. You can sort, group, and filter cards just like tasks.
View a task
Tasks that appear on your dashboard, cards, and conversations will show the title of the task at a high level. Click on the task to view the details in a pop-up window.
Each task window will be organized similarly, however, the content will vary by task type.
Create a task from the dashboard
Open the task and use the available edit controls. Save where prompted, then reopen or refresh the task to confirm the intended value persisted; do not assume every field or draft autosaves.
- From the Dashboard, click New Task.
- Create a Task Title, select an assignee, choose a priority, and set a due date. Upon saving, the task will be added to your dashboard and a window will pop up to add additional details.
- Click Edit to add a Description.
- Edit options.
- Status
- Assignment
- Priority
- Start Date
- Set Due Date
- Relate a Card and/or Contacts.
- Adding a card will automatically relate the contacts.
- Attach files
- Rich text description
- You can add merge fields to the Rich Text Description to display information.
- You can also use a form field to complete data entry for a specific field. For example, you have a task on the Owner Renewals Board to complete the CMAs. You can create a To-Do task and in the description, add the fields that need to be completed.
- Add Comments
All tasks include the following options:
- Click on Assigned To to select an Assignee.
- Click on Priority to select Low, Medium, High, or ASAP.
- Click on Due Date to set a due date.
- Add a related card (optional). This will add the task to the card and move the task to the source group on the dashboard.
- Add any related contacts (optional).
To-Do
To-do tasks are the simplest task type. You can use them for any purpose. Add merge fields or form fields.
When you create an email task, you can compose the email in the task or use a template and save it to send later. You’ll also need to attach a card.
SMS
Create a task to send an SMS. Within the task, you can either compose and save a draft message or choose from existing communication templates.
Call
When creating a call task, select a contact and add a description in the "What should be discussed?" field. The task is created as soon as you save the title. If you're using tasks to track calls, you can set the outcome immediately. If not, leave the call outcome unchanged until you complete the task.
Mark a task complete
To complete a task, click the gray checkmark icon in either the dashboard or card view.
Once completed, tasks display a yellow undo arrow icon. To mark a task as incomplete, simply click this yellow icon.
