Tasks

Table of contents

1. Creating a task
2. Assigning a task
3. Managing a task
4. Filtering
5. Smart Lists

*For a look at Tasks' new layout and features, jump down to the Smart Lists section*

About Tasks

Tasks is an integrated feature of the Jostle platform that enables users to assign, track, and collaborate on work-related tasks. Tasks is also an effective way to manage personal reminders.

System Administrators can disable Tasks at any time in Administration settings > Views and functions > Manage views and powerups.

(For customers interested in adding Tasks to their current subscription, please contact your Customer Success Manager for more information)

Creating a task

1. Click on Tasks at the top of the Main Navigation and it will slide out a third of the way over your intranet screen. (NOTE—Tasks acts as an overlay, not a separate view, so you can still navigate through your intranet while it is open)

2. At the top of Tasks, click the "+" in the action bar to open a new form (the option to create a task can also be found on the action menus for Library items and Discussion comments).

3. Fill out the form with your task details: Name and Assigned to are required, Due date and Description are optional (see below for how to assign more than one person).

4. When you're ready to send your task, click Save at the top of the screen. The task will then automatically be sent to everyone included on the task.

NOTE—To close Tasks at any time, click on the arrow tab that appears on the top right side of the panel.

Assigning a task

By default, your name will appear in the "Assigned to" field on the task form. To remove yourself (or anyone else) from a task you've created, click Edit at the top of the screen and then the "x" across from the corresponding name.

To assign more than one person to the task, go to Edit Collaborators on the Task Details screen and click on the Collaborators bar to pull up the Edit Collaborators screen.

You can also remove everyone you've added via Clear (at the bottom of the Edit Collaborators screen). When you're done adding/removing individuals (or groups) click Save to return to the main form:

Managing a task

When you open Tasks, your active and completed tasks will appear on the list, with the most recently created or edited tasks at the top.

Click on a task to view the Task Details. In the Timeline you can review any comments left by others as well as see any actions that have been taken on the task.

Task actions

Actions you can take directly on the main Task Details screen include:

• Mark the task as Completed
• Add a comment or attachment or @mention someone in the Timeline
• Access the Edit screen (via "Edit" in the Action Bar)
• Return to the list (via the "<" in the Action Bar)

Actions available via the Edit link:

• Add or remove people from the task (via "Edit Collaborators")
• Change or remove the Due date
• Update the Description

To exit from the Edit screen either click Save or "<" in the Action Bar.

Actions from the Task Details action menu ("three dots" icon in the right corner):

• Mute notification for the task ("red dot" due date notifications)
• Duplicate the task (to one or more people)
• Copy Link to the task's location
• Delete the task

TIP: If a task has been finished but you don't want to delete it, you can check off the box next to Completed, and it will appear crossed out on your list:

Filtering

You can filter your Tasks list to only show specific tasks via the filter icon at the top of the list. The available display options include:

• Assigned to me
• Assigned to others
• Created by me
• Completed
• Not Completed

Smart Lists & Archive

*COMING SOON*

A new look for Tasks brings some new changes:

Archive is a new option on the Task Details action menu. Tasks no longer need to be deleted to be taken out of the active state. Once archived, a task can be stored, unarchived, or deleted.

Smart Lists is a feature that gives users new ways of filtering and sorting their tasks. Tasks now opens displaying a top section with the usual ready-made, system-managed task lists.  As well, there's a section just below it where users can choose combinations of pre-set filters (Due by, Created by, etc.) and/or criteria (e.g., keywords found in Descriptions) to create customized "My Smart Lists". They can save these lists of their own for ongoing use as well.

To create a Smart List

1. Open Tasks and scroll down to My Smart Lists.
2. Click on Add List
3. On the Smart List Settings screen, enter the basic task details you want saved to this list.
4. Click on Add a Filter and select any additional filters you want applied to this list.
5. Click Save
6. On the screen that appears, enter a name for your Smart List, then click Save again.
7. Your list should now appear under My Smart Lists.

To edit a Smart List

1. Go to My Smart Lists.
2. Click on the list you want to edit.
3. Select the filter icon in the action bar.
4. Make your edits and then click Save

To delete, hide/show, or rename a Smart List

1. Click the gear icon at the top of Tasks.
2. Select Manage Smart Lists.
3. Locate the list and open its action menu.
4. Select your option and follow the steps provided.