How to ?
Enter the title of the task
Best Practice: Keep it simple and name it something that best describes the task at hand
Choose the category of your new task
Best Practice: Make sure you set up categories that make sense to enhance your search and filter options
Choose a status for the new task
Note: You can also drag and drop directly on your board!
Assign it to one or more of your colleagues
Associate the task to a several residents, units or groups that are affected
Best Practice: Take the time to assign and associate - the different parties will be updated, saving you a couple back and forth
Decide the priority of your task (urgent, high, low)
Best Practice: Make sure the more important projects are under urgent so you can better filter out your results!
Enter the details/description of the task to do
Best Practice: Give as much information as you can to your assignees!
Input the relevant documents in regards to the task
Need more help ? 🧐