Creating tasks

 

Use tasks to set goals and keep track of progress on your projects. 

Tasks live on the To Dos page, content, and task lists/task channels and can be aggregated using a Tasks widget.

An example task about a team building event.

Sections in this article:

Creating personal tasks

You can add personal tasks from the userbar or your profile's To Dos page.

To add from the userbar:

  1. Select To dos, followed by + Create a new task....
  2. Start typing the name of your task in the provided text box.
  3. (Optional) Configure additional task settings. Refer to Options for more information.
  4. Select Create task.

To add from your profile's To Dos page:

  1. Select To dos, followed by Tasks.
  2. Start typing the name of your task in the provided text box.
  3. (Optional) Select Options to configure additional task settings. Refer to Options for more information.
  4. Select Create task.

Creating content tasks

To add tasks to content:

  1. Go to the content that you want to add a task to.
  2. Scroll to the bottom of the page.
  3. Select Tasks to expand it.
  4. Start typing the name of your task in the provided text box.
  5. (Optional) Select Options to configure additional task settings. Refer to Options for more information.
  6. Select Create task.

Creating task list/task channel tasks

To add tasks to a task channel:

  1. Go to the task channel.
  2. Start typing the name of your task in the provided text box.
  3. (Optional) Select Options to configure additional task settings. Refer to Options for more information.
  4. Select Create task.

Creating tasks via a Tasks widget

If a tasks widget is configured with the ability to add a task, you can add tasks to the connected sources. Only personal tasks and task channels can have tasks added in this way. 

To add tasks via a Tasks widget:

  1. Go to the page with the widget.
  2. Start typing the name of your task in the provided text box.
  3. (Optional) Select Options to configure additional task settings. If a widget is connected to multiple sources, you should ensure you are creating the task in the correct location. Refer to Options for more information.
  4. Select Create task.

Creating subtasks

Tasks on content and task channels support subtasks, which can have their own subtasks.

  1. Go to the task that you want to add a subtask to.
  2. Start typing the name of your task in the provided text box.
  3. (Optional) Select Options to configure additional task settings. If a widget is connected to multiple sources, you should ensure you are creating the task in the correct location. Refer to Options for more information.
  4. Select Create task.

Options

These options are available when creating or editing a task:

Option Description
Title Enter a name for the task. This name will appear above the task and is how the task can be identified when it is surfaced elsewhere in the digital workplace. This field is required.
Description

Enter a description or additional details that relate to the task. For more information about the available editor tools, see WYSIWYG Editor.

This field is limited to 4000 characters.
Assign to Assign the task to another digital workplace user. They will be notified of the assigned task by email, and the task will also be added to their To Do list.
Add a due date

Select when the task should be completed by. 

You can specify a specific time by selecting Add a specific time and entering a time.
Private task Select to make the task private. Private tasks are only visible to you unless you assign them to someone else in your workplace.
Importance

Select an importance level for the task. Options include:

  • Low
  • Normal
  • High 
Select a task list If available, select where the task is created. Options can include your personal task list or task lists/task channels in your digital workplace.

Viewing tasks