Team workspace ยท Tasks and planning
Keeping a private task list
Personal Tasks is your own list. It is private to you: no client sees it, and neither does anyone else on the team.
- Open Personal Tasks. The header counts what is open and what is due this week, and the tiles show Open, In progress, Overdue and Done this week.
- Click New task. Fill in Title, an optional Description, then Status, Priority and Due date. Statuses are Open, In Progress and Closed; priorities are Low, Medium, High and Urgent. Attach files if you want, up to three at a time, PDF, PNG or JPG, each under 20MB. Click Create task.
- Click the circle at the left of a row to cycle its status: Open becomes In Progress, In Progress becomes Closed, and Closed goes back to Open. The tooltip tells you what the next click will do.
- Click the row itself to open Task details. Click Edit to change the fields, then Save changes.
- Add a note in the same dialog: type into the box and click Add note. Notes can be edited and deleted afterwards, and each one shows when it last changed.
- Upload attachments from the dashed box in the same dialog and click Upload files. Each attachment can be downloaded or deleted from the list above it.
- Narrow the list with the tabs, All, Overdue, Open, In Progress and Closed, and with the priority filter in the header. Clear filters in the empty state puts it all back.
- Delete task at the bottom left of the details dialog removes it, with a confirmation first.
Row decoration tells you the rest at a glance: a paperclip with a count means attachments, a speech bubble with a count means notes, and an overdue date is shown in red.
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See this on your own workflow
This is the product as it stands today. A call is where you find out which parts of it your team would turn on, and what a deployment looks like.
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