Managing Tasks

Tasks help you and your team keep track of follow-ups and to-dos. Each task has a title, an optional description, a status, a priority, and an assignee.

Create a task

1. Open Tasks from the left navigation under Core Operations.
2. Click New Task.
3. Enter a title, and add a description, due date, priority, and assignee if you need them.
4. Save. The task appears in the list with a status of Pending.

Work through tasks

• Change a task's status as you progress: Pending, In Progress, Blocked, Completed, or Cancelled.
• Reassign a task to another team member using the assignee field.
• Filter or sort the list to focus on what is due or high priority.

Tips

• When the assistant cannot answer a question from the help docs, it can create a support task for you so the team can follow up.
• Use priority and due dates so the most important work rises to the top.