Users can view and manage tasks efficiently from the Task tab on the left side main navigation menu. This experience gives staff and managers a look into personal tasks as well as tasks assigned to other users.
Creating a New Task
Select the +New Task button to complete the Task Details slide out
Task Name
Status - Migrated tasks will have options of either “To Do” or “Done”. New statuses can be configured from the board view or in the Workspace configuration.
Category - Create new task categories right from this drop down. To manage your task categories, navigate to Settings → Advanced Setup → Tasks. Here, you can update the name of the categories and change associated colors
Assignee
Due Date
Priority - Low, Normal, High, Urgent
Tags - Users can no add tags to their tasks. Tasks can be filtered by Tags when selecting “Filter”
Linked Records - Link to one or many contact records in Swivel
Description
Select Save.
Task Tab Views
The Task Tab allows users to view tasks in a List View or Board View. The List View is a more traditional checklist style view while the Board View gives users a productivity style view.
List View
Functions of the List View
Create a new task by selecting +New Task or +Add
Date Filter
User Filter
Additional Filters using Filter - Task Category, Task Status, and Task Tags
Search Tasks
Quick Edit - users can quickly edit specific fields of a task (Status, Category, Priority, ect) by hovering over the field and selecting the Edit icon to quickly change that field. Or, users can select the task name hyperlink to open the full Task Details page.
Delete - Delete a task by selecting the 3-dot action menu
Board View
Functions of the Board View
Create a new task by selecting +New Task
Date Filter
User Filter
Additional Filters using Filter - Task Category, Task Status, and Task Tags
Search Tasks
Quick Edit - users can quickly edit specific fields of a task (Category, Priority, Due Date, ect) by selecting that field on the task card. Or, users can select the task card to open the full Task Details page.
Drag and Drop - drag the task card to a different status column to update the status of that task
Add New Task Statuses - add a new task status directly from the board view by select +New Task Status. Then drag the entire status column to reposition within this workspace.
Delete - Delete a task by selecting the task card and selecting "Delete"
Tasks are still visible on the Dashboard Task Widget, within a linked Contact, as well as on the Calendar.
Workspaces
What is a workspace?
Workspaces provide an organized view of tasks. Think of this similar to our opportunity pipelines, the workspaces can house specifc types of tasks. Users can then use categories, priority, and status to group tasks even move within a given workspace.
Creating and Managing Workspaces
Navigate to the Tasks Tab
Select the cog icon next to the current configured Workspaces
From the Manage Workspace slide out, select +New Workspace or edit an existing workspace
Complete a Name, Description, and Task Statuses within that new workspace
Select Save.
When creating new or updating existing Task Statuses, users can turn the toggle on for "Completes Task". This means that once a task has been updated to this status, it will be marked as complete and remove the due date from being outstanding. Tasks statuses that are configured with "Completes Task" show a green double check mark icon next to the name on the board view.
