The task management module a simple yet powerful tool to keep your team on track. This module allows you to assign actionable items to team members and stay up to date on the progress of the task. This module is a great tool to see what has already happened, what is happening in the present, and what needs to happen in a centralized place.
You can view your tasks in a list view or a board view.
Task List View
Task Board View
When you navigate to the task management module you can instantly see where all of the event's tasks sit. By clicking on the column titles you can quickly sort your task in ascending order or descending order in reference to the Name, Description, Assignee, Status, Due Date, or Last Updated.
You need to find a specific task or filter your list? No Problem!!
- Search Task by their name or description in the search box.
- Use the functional area filter to show only the tasks that have been assigned to the entered functional areas.
- Manage View in the left hand menu to show tasks: assigned to you, created by you, completed, cancelled, or trashed.
- Organize the board view to group tasks by status, functional area, or due date.
Use the module to keep the tasks updated with current progress and information. Change individual status to one of the seven predefined status selections: New, Progress, Additional Info Required, Ready For Review, Over Due, Completed, or Canceled.
Use the task logs to communicate with assigned contacts about a specific task to avoid the snowballing email chains that tend to end up diverting from the original subject line. Each individual task will have it's own log where users can add text comments, pictures, and links. The log will also have an entry for changes to a task property such as a change of status, name,, description, or due date.