Managing the Task Dashboard

Whether you’re managing your own task list or tasks assigned to you from other processes, you can handle all tasks from the task dashboard.

In this article, you will learn how:

Navigate the Tasks Dashboard

View a task

View a card

Create a new task

Completing a task

How to Navigate the Tasks Dashboard

The Tasks Dashboard is a collection of all tasks and cards assigned to you. The dashboard is organized in two areas - tasks and cards.

Tasks

Mine

Mine view of your tasks identifies all tasks that are assigned to you. If you have permissions to view other team members’ dashboards, you can toggle between dashboards by clicking on the avatar and selecting a user.

Pinned

Pin any task for a view of all tasks that you deem important by clicking on the pushpin icon 📌.

Completed

You’ll never lose sight of your completed tasks. A history is maintained and viewed under the Completed tab.

Tasks

On the left you’ll find a list of tasks, grouped by source.

Sort

Sort by the following criteria:

Due Date

Last Created

Last Updated

Priority

Priority

You can mark each task with priority of Low, Medium, High, or ASAP when creating or updating a task. Select a priority level from the dropdown to view all tasks of that priority.

Source

Select the sources that you want to view on the dashboard. Sources can be boards. My Tasks will always show 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 with a due date and at least one assigned task. Cards are organized on the right by due date. You can select different boards to view all cards due for that board.

Filter

Filter all assigned cards by board.

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 Add Task.

Create a Task Title. Upon saving, the task will be added to your dashboard.

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

Double-click on Assigned To to select an Assignee.

Double-click on Priority to select Low, Medium, High, or ASAP.

Double 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

This is the most basic of the tasks. You can create a to-do for anything.

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 contact and/or card.

SMS

Create a task to send an SMS. You can save a draft of the message within the task.

Call

When creating a call task, you’ll select a contact and add a description (”What should be discussed?”). Since tasks are created when a title is saved, you can also set the outcome if you’re using tasks to track calls. Otherwise, you’ll leave call outcome as is until you’re ready to 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.