The tasks in the project are clearly distributed: Create tasks in your project and assign them to a person or yourself.
All you need is access to the project.
You will soon be able to find the training video for the article here.
Click path:
- Workspace coordination > Workflows > ToDos
- ToDo overview: The Kanban board is displayed by default. Click on "Table" to change the view.
- Use the filter for assigned persons to put together your individual ToDo view. Use the group filter to display all ToDos in the project
To Do overview
- The Kanban board is displayed by default. Click on "Table" to change the view.
Create To Dos
- Click on "+ New"
- Enter the required data
- If you assign the To Do to someone else, You can select "Approval Required". If this function is selected, the status of the task will be set to "Pending Approval" after completion by the assigned person. You can approve or reject the degree.
Edit To Dos
- Mark a To Do and click on the Essentials tab in the navigation bar
- If a file has been added to a To Do, you can click the attachment icon on the To Do card to go directly to the attachments in the sidebar
- Edit all important information about the To Do in the "General" tab
- Each To Do has a unique, system-assigned number, which can be found in the information on the To Do in the navigation bar. This includes a link that opens a new tab in the browser in which all information on the To Do can be clearly viewed and edited. The link to a To Do in the email notifications leads to this page
- You can use the link in "Link" to go directly to the area in which the To Do was created, e.g. a file
- The status of a To Do can also be changed in the Kanban board by dragging the To Do in the respective column
- Overdue To Dos are marked in red
- Communicate with other people in the "Comments" tab
- Add files in the "Files" tab
- Track the progress of the To Do in the "History" tab