The Tasks module (previously known as Office Ops.) is designed as your personal task management hub.
Here, you can set up boards for individual tasks or for team collaboration. Additionally, you can establish specialized boards like a "Negative Reviews Board," where relevant tasks are automatically grouped for more efficient tracking.
Essentially, Office Ops serves as your comprehensive tool for managing tasks.
Boards and Sections
The Tasks module organizes key topics using boards and further divides these into sections for specific tasks related to sub-topics.
To start, you will first need to create a new Board:
Open the Tasks page
from the main menuClick on the ‘+’ next to Boards title and name your Board (examples: ‘My board’, ‘Cleaning tasks’, ‘Negative Reviews’ )
If you wish your teammates to join the board, follow these steps to invite them:
Hover over the board name you just created and click on the pencil icon
Under ‘Allowed Users’ select the team members you’d like to join
Click on Save.
To create a section, select your board and click on “+ New Section”
from the top right side, and name it.You can now introduce new tasks by assigning them a name in the last row labeled "+ new task" and hit Enter.
Section Actions
Next to each task you will find your action buttons:
Open task in a new window
Copy task link
Move to another section
Delet task
Tasks Automations
You can link any task to your board either manually or by auto-populating.
Manually linking a 'catalog' to the Office Ops. Board:
Open any task
On the top, next to the task's title you will see the card icon
Click on it and select your desired board and section
Link tasks using Automation:
For automatic task linkage to your boards, editing the relevant catalog item is necessary. Please follow these steps:
Open the Operations module
and navigate to ‘Catalog’Select your catalog item and click on the pencil to edit it
Scroll down until you see ‘Auto Attach Task To Taskim Sections’ field
Select your board and section from the list
Going forward, any new task created with this catalog item will automatically appear in your selected board and section.