Use tasks to facilitate, manage work, and collaborate with colleagues
- Tasks are the foundation of work management in your company.
- Use tasks to assign work.
- Creating a task is as simple as writing an email and works similarly.
- Fill in the name, assign a responsible person, specify other followers, and send it.
Basic rules for task management
- A task can have only one person responsible.
- A task can have multiple followers.
- Automatic notifications are sent to all participants (responsible person and followers).
- Tasks are then displayed only to participants (only the responsible person and all other followers).
- All participants can comment on the task, so the discussion is never lost.
- Once the task is completed, close it along with the entire discussion.
- The task has a completion due date.
Task Security & Notifications
Your Task Data Stays Protected
- Access to a task is restricted to those directly involved—specifically, the responsible person and followers. All assigned users can add comments, attachments, and tags, update the task status, adjust the completion percentage, and more. However, the task title and its unique system-assigned ID (displayed in the top left corner) cannot be changed. Only the user who created the task can edit its description.
Automatic Notifications
- Whenever someone comments, updates the status, or makes any other change to a task, all involved users receive a notification in their Inbox and via email. Notifications cover all task updates, including new comments, attachments, tags, due date changes, and more. The responsible person and followers see the same updates—there are no additional permissions or hidden details
Where to Find Your Tasks
You can view all your tasks in the Task Overview on the Kanban Board. Simply click "Tasks" in the left-side menu.
Understanding the Task Board:
🟡 New Tasks (Yellow Column): Tasks assigned to you but not yet started.
🟢 In Progress (Green Column): Tasks you are currently working on.
⚫ Completed Tasks (Gray Column): Tasks you have finished.
🟠 Following (Orange Column): Tasks assigned to someone else, but you are a follower and will receive updates.
This layout helps you quickly track what needs attention, what you're working on, and what’s done.
