You can add tasks to keep track of the remaining actions before sharing a Project.
- In the
CREATE
tab, one task list is available per created course. - In the
REVIEW
tab, one task list is available per active course. - In the
SHARE
tab, a unique task list is available.
Users with incomplete assigned tasks receive a weekly email notification reminder.
Add a task
- In the left sidebar, click
Projects
. - Select your Project.
- Go to the
CREATE
,REVIEW
orSHARE
tabs. - Click
ADD TASK
. - Enter the name of the task.
- Click
SAVE
.
Assign a task to a squad member
Assigning a task to a squad member allows you to clarify who is responsible for what action. This will email the assigned user.
- In the left sidebar, click
Projects
. - Select your Project
- Go to the
CREATE
,REVIEW
orSHARE
tabs. - Hover over a task to show the edit options.
- Click
Assign task
- Search for and select a squad member.
To reassign a task to a different squad member, click the current squad member then search for and select the new squad member.
Add a deadline to a task
- In the left sidebar, click
Projects
. - Select your Project.
- Go to the
CREATE
,REVIEW
orSHARE
tabs. - Hover over a task to show the edit options.
- Click
Add a deadline to your task
- Select a date for the deadline.
To edit the deadline, click Add a deadline to your task
and choose a new deadline.
Edit a task
- In the left sidebar, click
Projects
. - Select your Project.
- Go to the
CREATE
,REVIEW
orSHARE
tabs. - Click on the name of the task.
- Change the name.
- Click
SAVE
.
Reorder tasks
- In the left sidebar, click
Projects
. - Select your Project.
- Go to the
CREATE
,REVIEW
orSHARE
tabs. - Hover over a task to show the edit options.
- Drag & drop tasks by clicking on the left of their name.
Delete a task
You can delete tasks that haven’t been completed yet.
- In the left sidebar, click
Projects
. - Select your Project.
- Go to the
CREATE
,REVIEW
orSHARE
tabs. - Hover over a task to show the edit options.
- Click
Delete