Creating a Task List

• Under any App, click + new list.
• Select task.
• Click Create List, and the following will happen:
• A task list will be created
• The list will have 5 fields by default (Status, Summary, Description, Assignee, Due date)
• You have 3 views (Board, table and calendar), Board is the default view.

Fields

Status

• Status represents the current stage of the task in the process.
• It comes with 3 default values (To do, In Progress and done)
• To do is the default status
• Done is the closure status
• Tasks in closure status will not appear in my work unless you toggle “Show Completed Tasks”
• You can add as many more statuses as you want

Summary

• A short usually single sentence description of the content of the task
• The summary of the tasks is what you will see in my work, so we recommend writing a summary that will help you easily remember the content of the task

Description

• This field hold the full content or scope of the task
• We recommend you write a good description of what needs to be done in the task, it helps better align the team, the effort and the expectations.

Assignee

• This field determines who sees what in their “My Work” Page
• Users assigned to this field will see the assigned task in “My Work”.

Due Date

• The date on which the task should be completed.
• This field help you better filter your tasks in “My work” using the due date filter
• The due date’s color will change according to its relation with the current date
• If it’s in the past it will turn Red
• If it’s today it will turn Green

Switching from Data to Task list

You can switch your data list to task list to display your tasks on my work with a few simple steps:

• Go to the list you’d like to switch
• Make sure the list has no more than 1K Records
• Open the lists menu
• Select Task, and you will be asked to provide the following:
• Assignee field
• You can select any user field from the list to make it act the assignee field
• Remember that users assigned to this field will see those tasks in “My Work” page.
• Due Date Field
• You can select any date field from the list to use it as a due date in the task list.
• This field will now change color as explained above.
• And you can filter according to it using the due date filter in “My Work”
• Status Field
• You can select any existing Static list or Status field from the list
• If you select a static field:
• The first option will become the default value of the status field
• The last option will become the Closure status of the status field
• If there are empty values in this field they will be filled automatically with the default value.
• Click update and start managing your tasks 😀