Overview – Tasks

Click on Planning and then on Tasks to open the tasks page.

The tasks feature will allow you to add new tasks and assign these tasks to other leaders.

You will also be able to add a due date and description to these tasks.

You can filter these tasks to display All Tasks or only My Tasks.

Clicking on the second dropdown will allow you to change the status of these Tasks to display the following:

  • Pending
  • Complete
  • All

Add New Tasks
Edit/View/Delete Tasks

Edit/View tasks

To edit or delete a task, simply navigate to Planning and then click on Tasks in the dashboard.

Click the menu icon on the right side of the chosen task and simply click View/Edit/Delete

View Tasks

  • Clicking on the View button will open a new window that will allow you to view the selected task
  • You will also be able to add a comment to the select task
  • You can view all tasks assigned to you by clicking on the All Tasks button and then select the My Tasks option.

Edit/Delete Tasks

  • Clicking on the edit button will open a new window that will allow to change the specific details of this task.

The delete button will permanently remove the selected task.

Adding a new task

In order to create a new task, simply click on Planning and then on Tasks in the dashboard.

Navigate to New Task.

You can now add the following:

  • Title – The title for the new task
  • Description – Add a description for the new task
  • Due – Select a due date
  • Assigned to – Assign the new task to other leaders

Click on Create task

Tasks