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How to create and manage tasks

Create tasks for your team, track what’s due, and set up recurring tasks that create themselves.

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Written by Paulo Arellano

Tasks help your team stay organized and keep daily and weekly work on track. Go to More > Tasks to see, create and manage tasks. You can also see your tasks and add new ones from the Tasks panel on the Home page.

How to create a task

  1. Go to More > Tasks.

  2. Select + New Task in the top-right corner.

  3. Fill in the details:

    • Task Name

    • Description: optional.

    • Start Date

    • Due Date & Time

    • Assign To

    • Assign Users

  4. Select Create.


View and manage tasks

The Tasks page lists your tasks. Use the filters to narrow them by date range and status.

Each task shows its title, description, dates, assigned users, station and status:

  • Active: the task is open.

  • Overdue: the task is past its due date.

  • Completed: the task is done.

Select the pencil icon to edit a task or the bin icon to delete it.


Scheduler

Use the Scheduler tab to set up recurring tasks. Choose how often the task repeats, pick the days, and assign users and deadlines. Routine jobs are then created automatically, so you don’t have to add them one by one.

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