Managing the Task Dashboard

You can manage all tasks from the task dashboard, whether they're from your personal task list or assigned to you through other processes.

In this article, you will learn how to:

Navigate the Tasks Dashboard

View a task

View a card

Create a new task

Mark as task as complete

How to Navigate the Tasks Dashboard

The Tasks Dashboard displays all tasks and cards assigned to you, organized into two main sections: tasks and cards.

Tasks Views

Mine

The Mine view displays all tasks assigned to you. If you have permissions to view other team members' dashboards, you can switch between them by clicking the avatar and selecting a user.

Pinned

Pin important tasks by clicking the pushpin icon 📌 to keep them easily visible..

Completed

All completed tasks are preserved in a history that you can access under the Completed tab.

Organizing Tasks and Cards

In the upper right section, you'll find sorting and grouping options.

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.

Source

Choose which sources to display on your dashboard. While boards can be sources, My Tasks will always be visible as a source.

Date Range

View tasks for a specific date range:

Date Range	Description
Due Today	Anything due today and past due tasks
Due this Week	Any tasks due within the calendar week (Monday - Friday)
Due this Month	Any tasks due within the current month
Prior Month	Tasks that were due last month
Custom	Set your own date range

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.

How to 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.

How to Create a New Task from the Dashboard

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Double-click on the field to update. Any changes will be automatically saved.

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.

All tasks include the following 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

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).

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When you add a new task from the dashboard, the task is created once you save the title. You can continue to add additional details as found below.

To-Do

To-do tasks are the simplest task type. You can use them for any purpose.

Email

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.

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A Twilio account and line must be connected and set up in order to use connected Call/SMS functionality.