Task Management is designed to make your workflow seamless across teams, allowing for multiple users to conveniently create, share, update, and track projects from inception to completion with full transparency.

Watch the brief tutorial below, or continue reading for additional instructions.

Tasks can be added from the Task Management page or directly from a workspace. Each task has the ability to be assigned to a team member, categorized and priority level set. These settings can be used to filter the task view on the Task Management page.

When should I Use Task Management?

Task Management is a great tool for sharing insights with other teams that may need to look deeper into an issue. For example, if you notice a dip in your Net Promoter Score, task management is a great way to alert the NPS team to this change and then stay informed on their progress of looking into the issue at hand.

Task Management can also be a great place to track documentation updates needed. For example, if you identify a call center agent who wasn't able to answer a question, you can use task management to track having documentation added to your knowledge base to support agents with answers in the future.

Creating a new Task from the Task Management tab

1. From your workspace, navigate to the Task Management page and click +New Case, which will be in the bottom right corner.

   

2. Enter your task details on the next screen.

   

Summary: This shows as the title of the task tile. It should be descriptive but brief.

Assignee: The team member responsible for this task, or for the next step of this task.

Reporter: The person creating the task

Status: Defaults to Open but can later be changed to assigned, action in progress, monitor, resolved or no more action.

Priority: Assign a priority based on the urgency of the task.

Categories: You can create categories within your organization to track similar tasks.

Description: You can enter any relevant details to this task.

Attachment: You can link this task to a relevant dashboard, taxonomy or file upload.

Click Submit once you've entered the pertinent details.

3. You'll be taken to the task page where you can edit, share the task with colleagues, or assign parent or subtasks.

Create or Manage a Task from within a Workspace

From your workspace, select the Task Management icon on the top right. From here you can add a new task or view tasks that are associated with this workspace.

Managing Tasks

Within a task on your task manager, click on a task tile to open the detail view. Within the detail view you can edit the task, or add to it in the form of categories, additional description, change the assignee, priority level, add attachments and leave comments.

Additionally, Dependencies can be linked in the form of parent tasks or sub-tasks by clicking choose a task under either option and selecting from the pop up-menu of tasks.

You can filter tasks across the top menu by reporter, assignee, category, dashboard, status, or priority level. You can also sort the Open, In Progress, and Closed tasks in order of last modification, created date or priority level. Or you can click the cloud button above a column to export the data.

Further questions?

We're here to help! Don't hesitate to contact us for further assistance via chat or submit a ticket!