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Task lists

Tasks are individual pieces of work that can be prioritized and selected to reoccur based on its due date. If tasks are related to one another, they can be created under a common Task List and selected to depend on each other.

Learn about:
Task Lists View
Task Inbox
Database Task Lists
Create Task Lists
Task List Options

Task list view

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This area contains the Inbox List, Database Task Lists, and any task lists that are not associated to milestones. You can also choose to sort your task view by assignee or by tag in this area.

Task Inbox

Every Workspace has a Task Inbox which appears at the top of the Task Lists area. This can act as a generic task list which can be used for tasks that do not associate with any particular task list. Tasks can be created through the Task Inbox email address and then moved to specific task lists at a later time. To locate the Task Inbox email address, under Task Lists click Inbox > the drop down options menu > Email Tasks to this Task List. A pop-up will generate displaying the email address and instructions on how to create a task. This allows teams sharing responsibilities to self-assign tasks that have been generally placed in this inbox.

Database task lists

Databases can be configured to allow tasks to be associated with records. Database tasks can be viewed directly in the record by selecting the eye icon next to a database record or under the Project Management tab. The name of the task list in the Project Management tab will match the name of the database. For example, a database called Product Catalog would have a matching task list in the Project Management tab called Product Catalog Database.

Database Task Lists cannot be edited, deleted, cloned or associated with a milestone.

Enabling and disabling database tasks

To turn on database tasks, go to a database and navigate through Options>Database Actions>Edit >check the box next to Tasks associated with them>Save Changes. To disable database tasks un-check the same box and then select Save Changes.

Database Tasks

 

 

 

 

 

 

 

 

 

 

 

 

 

Creating new task lists

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  1. Navigate to the Project Management tab and click New Task List
  2. Fill out the task list's details:
    • Task List Name: the task list's title
    • Related Milestone: associate the task list to an existing milestone or leave it unassigned
    • Internal Use Only: check the box to mark the task list for Internal Use Only
  3. Click Create

Task list options

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Task List Menu

Click the Edit icon when viewing a task list to access additional options.

  • Edit Task List: make changes to the task list's name, assigned milestone and option for internal use only
  • Clone Task List: make a copy of the task list
  • Move Task List: move the task list to another workspace
  • Delete Task List: delete the entire task lists and any associated tasks
  • Archive Task List: archive the task list to view at a later date.
  • Task List Gantt: view a gantt chart of this task list
  • Export to CSV: export this task list to a csv file
  • Convert to Template: convert the task list to a task list template
  • Email tasks to this Task List: retrieve the email address for this task list
Note: only task lists not associated to milestones will have the Archive option.

Click to Edit

Task List views provide the ability to edit the fields with a double-click of the mouse. Hover the mouse over the fields in your task list and double click to edit the fields within the Task List.

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Archived milestones and task lists

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All Archived Milestones and Archived Task Lists can be viewed by clicking on Go to Archives located in the Options menu of any task list.

When viewing the archives, items can be un-archived by selecting Un-Archive Tasklist (or Milestone).

unarchive
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