Introduction to Task Management

Introduction to Task Management

Stay organized and productive with the Task Management feature.

What Are Tasks?

Tasks are action items you need to complete. They help you:

• Stay on top of your work
• Track progress
• Collaborate with your team
• Never forget important action items

Getting Started

Create Your First Task

Go to Tasks in the left sidebar and click "+ New Task".

Add Task Details

• Title: What needs to be done?
• Description: Add details or notes (optional)
• Due Date: When does it need to be done?
• Priority: High, Medium, or Low

Mark as Complete

When done, click the checkbox to mark a task as complete.

Organizing Tasks

Create Task Lists

Group related tasks into task lists. For example: "Project A" or "Q1 Marketing".

Filter and Sort

View tasks by due date, priority, or status.

Share with Team

Assign tasks to team members if your plan includes collaboration features.

Best Practices

• Keep task titles clear and actionable
• Set realistic due dates
• Review completed tasks weekly
• Archive old tasks to keep the list clean