Team tasks

Goal

The Team tasks page is your team's shared board, in three columns: To do, In progress and Done. Note what needs doing, assign it to a member and follow where each task stands. Members move the tasks assigned to them forward from their own space.

Steps

1. Open Team tasks in the menu.
2. Click New task, type its Title, then Add. It lands in To do.
3. Click a task's title to open it: choose who it is Assigned to, a Due date, the Linked event and a Note, then Save.
4. To move a task to another column, drag it from one column to another on a computer, or click Move forward on its card (on a phone too). To move it back, open it and choose its Column.
5. The Show list filters the board: all tasks, yours (no member) or one member's. A new task created while the filter shows a member is assigned to that member.
6. To delete a task, open it, click Delete and confirm.

Frequently asked questions

Is the member told when I assign them a task? Yes, with a notification on their phone, if they have joined the team and turned notifications on. A member who hasn't joined yet gets nothing, but the task waits for them.

What does the member see of a task? Its title, date and note, in My tasks. They don't see the linked booking or event, or other people's tasks. They can move theirs forward, but not create, edit or delete them.

What happens to the tasks of a member I remove from the team? They stay on the board under their name, to keep the history. Reassign them by opening them.