Tasks

How to work with a task board and manage your tasks

  • Task Board Basics

    Last Updated: 31.10.2022

    With the “My tasks” feature, you can plan and manage your team’s internal workflow. Create tasks for you and your team members, and track their progress using a task board in “Kanban” mode or by specific criteria using the “List” view.

  • How to Create a Task

    Last Updated: 12.09.2022

    To achieve your project’s goals, you can divide all the work you have to do into specific steps and create tasks for each of them. In the task card, specify the action that needs to be performed, requirements and expected results, assignees, deadlines, and other useful information.

  • How to Work with Tasks

    Last Updated: 12.09.2022

    You can change the status of the task you’re working on by moving it around the board, leave comments, view history, and edit its basic information in the task card.

  • How to Work with the Calendar

    Last Updated: 31.10.2022

    With the help of our CRM calendar, you can view your tasks by date to manage your resources more efficiently and see how much time you need to complete a task.

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