DASHBOARD TASKS OVERVIEW


You can use the Dashboard as your personal To-do list and overview of all your pending tasks.

Under the Tasks subtab, you will see, by default, all the tasks assigned to you. You can also view the tasks according to the state they are in by using the progress bar at the top.



SORT BY


You are able to sort your tasks, using the triangle icon on each column.

View your team members' tasks


If a colleague is out of the office, use the drop-down menu 'Who' on the top right corner of the page to choose his/her name from the list. This will allow you to take over some of his/her tasks.




get an overview over which tasks you have assigned to someone


You can switch between two views:

  • Assigned by
  • Assigned to


You use the "Assigned By" to get an overview over which tasks you or one of your Team members have assigned to people.

This can come in handy if you need to follow up on some the tasks.


Simply click on the "Assigned By" button.

Now the Task overview will show you all Tasks assigned by the user that is selected in the drop-down on the far right.

In the table for each Task you can see who it is Assigned To - then you know which person yo need to get in touch with if you need to follow up.



Please notice that the Assigned To button - is the default view for Tasks.



REASSIGN TASKS

You can easily reassign tasks using the 'Assigned to' drop-down menu.


CHANGE A TASK DEADLINE


You can change the deadline of a task which is in the 'To Do' or 'In Progress' state. Simply click on the calendar icon and choose a new deadline date.


move TASKS from in progress TO done


It is possible to change the state of a task to 'In Progress' and 'Done'. Simply use the respective buttons in the columns 'In progress' and 'Done' to move a task to the right state.


  • The 'In Progress' button will move your task to the 'In Progress' state
  • The 'Done' button will move your task from 'In Progress' to the "Done" state



NOTE: All changes done here will apply directly in the style in question.