Tasks — assignees, statuses and deadlines

Purpose

Record work with an assignee and deadline and track its execution.

Step by step#

1. 1

   Open Tasks and Projects and select the task view.

2. 2

   Create the task with a title, assignee, deadline and any other fields requested by the form.

3. 3

   Add a description/checklist and necessary materials using the task options.

4. 4

   Use List or Kanban to track work, depending on the available view.

5. 5

   Available statuses are To Do, In Progress, Waiting, In Review, Completed and Canceled. Deadline or overdue warnings appear separately from the status.

6. 6

   Open the task for comments, attachments and progress; check access before sharing.

7. 7

   Mark Completed when delivered and Canceled when it will not be executed; use filters to review history.

8. 8

   Configure automations in their dedicated chapter after defining actual events and actions.