Creating tasks in an organized way is essential for enhancing team productivity and achieving broader goals through manageable steps. Here are different methods for task creation on our platform:
Approach A: Using the Tasks Module
Approach B: From Alerts to Tasks in the Alerts Module
Approach C: Turning Playbook Recommendations into Tasks
Approach D: Creating Tasks from Widgets in the Reports Module
Let's see each approach in detail.
Approach A: Using the Tasks Module
Open the Tasks module.
Click 'Create Task' at the top of the tasks listing page.
3. Fill in the necessary details on the new task creation page and click 'Create.'
4. View the newly created task on the Tasks listing page. The User can make any changes to the existing Task.
Approach B: From Alerts to Tasks in the Alerts Module
Visit the Alerts details page and select the Alert to convert into a task.
Click 'Create Task' under the 'Actions' tab in the Alerts details.
3. Provide a task name and description on the card that appears.
4. The new task, linked to the specific Alert, appears under the 'Actions' tab and on the task listing page.
When the task is opened from the Actions tab, the Alert and the task number appear on the task details page.
5. Users can update the listing page's due date, Assignee details, and priority level.
6. Change the task status to 'In Progress' or 'Completed' as needed (tasks cannot be deleted).
Approach C: Turning Playbook Recommendations into Tasks
Identify recommendations associated with playbooks.
2. Convert all related recommendations to tasks by clicking 'Assign all as task.' These will show on the task details page.
3. Convert individual recommendations by clicking the options icon on a specific recommendation and selecting 'Convert to task.'
4. Fill in the Assignee name, Priority, and due date.
5. Converted tasks will be categorized as 'Strategic' on the Tasks listing page.
Approach D: Creating Tasks from Widgets in the Reports Module
1. On the Reports details page, click any widget's 'Options' icon.
2. Select 'Create Task' from the dropdown menu.
3. A new card for task creation will appear. Give all the details required to create a task. Click the 'Add' button.
4. The newly created task will be listed on the Tasks listing page under the 'Manual' category. The task assignee will receive an email notification about the task.
These methods provide flexibility and efficiency in managing tasks across different modules.