Fresh Projects

00:00: The tasks module functions as a kanban-style "to-do" board, allowing teams to efficiently manage their

00:04: daily operations, across both active

00:07: projects and pipeline leads.

00:11: You will learn how to create, organise, and filter tasks to streamline your project

00:16: workflow.

00:18: Access the Tasks option from the main menu.

00:22: The task list can be filtered by the employee a task is assigned to.

00:27: The task list can also be filtered by specific projects.

00:32: Or for items that have a due date within a specific date range.

00:37: The view mode allows you to see the tasks in a Kanban format.

00:42: ... or view your tasks in a calendar format.

00:46: To create a new task,

00:48: select "New Task."

00:51: Provide a name for your task.

00:56: ... and an optional task description.

01:00: Assign the task to the relevant employee.

01:04: ... and project.

01:06: Set a due date.

01:09: ... and status.

01:11: Report on how the task is progressing.

01:15: Add optional notes.

01:18: You can also "Attach Files" to add relevant documents to the task.

01:23: ... or add a checklist of additional sub task items

01:28: Click "Save task" to save all task details and checklist items.

01:33: To view tasks in the project view,

01:35: navigate to "Projects."

01:39: Click on the three dots,

01:40: then select "Tasks."

01:43: We hope this article was helpful.

01:46: If you have any questions,

01:47: please do not hesitate to reach out to us.

01:51: Our support team is always happy to help!