Tasks track work that is not a session or a goal: "Update the staff handbook", "Order new uniforms", "Interview the three applicants".
What a task has
Title and optional description.
Status: To do, In progress or Done.
Priority: Low, Normal or High.
Due date (optional).
Assignee (optional): one person.
Who can do what
Permission | What it allows |
View tasks | See the task list |
Create tasks | Add tasks |
Manage tasks | Edit, assign and remove any task |
Use it
Open Tasks in the menu.
Choose to add a task, fill it in and save.
Use the status filter to find what is open.
Open a task to change its status, priority, due date or assignee.
Tips
Give each task one assignee so it is clear who owns it.
Use High priority sparingly.
Done tasks stay in the list. Filter them out to keep your view clean.
Related articles
Goals explained (team and personal targets with a deadline)
Roles and permissions: the basics