Tasks
Create, assign and agree tasks, and see who has room to take them.
Tasks is where work is agreed, not just handed out. You propose the hours and the deadline, the app shows how much room the other person really has, and the task becomes binding only when they accept.
A new Member profile can only create tasks. A Super Admin switches on View and Assign so people can open Tasks, answer proposals and assign work. Setting working hours and holidays, managing categories and seeing the whole team's capacity are for Super Admins, so those articles show when you switch to Super Admin in the header.
Overview4
What Tasks is and how agreement worksTasks is where work is agreed, not just handed out. A task only becomes binding once the person doing it has accepted both the hours and the deadline.Members and Super AdminsRead →A tour of the Tasks screensTasks has five places in its left panel. This page shows what each one is for.Members and Super AdminsRead →Task statuses explainedA task moves through these statuses. You see the current one at the top of the task's conversation in the Inbox.Members and Super AdminsRead →Who can do what in TasksWhat you see in Tasks depends on the permissions your role holds. A Super Admin sets these in Directory → Profiles.Members and Super AdminsRead →
Create and assign5
How to create a task for yourselfA task you create for yourself needs no one's agreement. It is agreed the moment you create it, and the time is blocked on your calendar.Members and Super AdminsRead →How to assign a task to someoneAssigning is a proposal. The person you pick sees the task, the hours and the deadline, and answers before it becomes binding.Members and Super AdminsRead →Capacity check: why someone shows 0h freeWhen you pick an assignee, the app compares your task with that person's free hours: working hours, minus meetings, leave and holidays, minus work…Members and Super AdminsRead →How private tasks workA private task hides what the work is from everyone who is not involved in it. They can still see that the time is taken.Members and Super AdminsRead →How to attach files to a taskYou can add documents and pictures to a task so the person doing it has what they need.Members and Super AdminsRead →
Agree and respond10
How to respond to a task sent to youWhen someone assigns you a task, you get a notification and the task appears in Inbox → Assigned by others. You have until the response deadline to…Members and Super AdminsRead →How to accept a task and schedule your workAccepting a task also means saying when you will do it. Accept stays pale until you have blocked enough time.Members and Super AdminsRead →How to start and complete a taskOnce a task is Agreed, you move it forward yourself.Members and Super AdminsRead →How to confirm a finished taskWhen the person doing a task marks it Completed, you decide whether the result is good. Only the person who assigned the task can confirm it. (If you…Members and Super AdminsRead →How to negotiate a taskIf the hours or the deadline do not work, do not decline. Negotiate: you tell the assigner what you can do, and they decide.Members and Super AdminsRead →How to answer a change requestWhen the person you assigned asks for different hours or a different deadline, the task shows Negotiating · Your move in Inbox → Assigned by me.Members and Super AdminsRead →How to decline a taskYou can refuse a task if you cannot do it. You must say why, so the assigner can re-plan. If the problem is only the hours or the date, negotiate…Members and Super AdminsRead →How to withdraw a task and reassign itIf you assigned a task and want to take it back, withdraw it. A withdrawn, declined or expired task can be reassigned to someone else.Members and Super AdminsRead →How to talk about a taskEvery task has a Start discussion link at the bottom. It opens a chat with the other person about that task.Members and Super AdminsRead →How to ask for new terms after you acceptedIf something changes after you agreed, for example the work is bigger than you thought, use Re-negotiate. It works like negotiating a proposal, but…Members and Super AdminsRead →
Tasks across workspaces2
Connect two workspaces firstYou can assign a task to someone in another workspace only when the two workspaces are connected as partners. Connecting is done in the Connects…Super AdminsRead →How to assign a task to a partner workspaceOnce two workspaces are connected as partners, you can give a task to someone in the other workspace. The task is marked External on both sides.Members and Super AdminsRead →
Follow your work5
How to use My TasksMy Tasks shows the work you have accepted, as a board. A task appears here once it is agreed, and moves across as you work.Members and Super AdminsRead →How to read the InboxThe Inbox is the conversation list for tasks: every proposal, counter-offer and decision, in one place.Members and Super AdminsRead →How to use the Tasks calendarThe Calendar shows your week: meetings, the days you blocked for tasks, holidays and leave, all against your working hours.Members and Super AdminsRead →How to read Tasks analyticsAnalytics shows how loaded you are and how your tasks are going.Members and Super AdminsRead →Task notificationsTasks sends you a notification whenever something needs you or something changes.Members and Super AdminsRead →
Administration5
How to set working hoursWorking hours decide how many hours each person has free. Until they are set, everyone shows 0h free and tasks cannot be planned.Super AdminsRead →How to add a holidayA holiday removes that day from everyone's free hours in the workspace.Super AdminsRead →How to add your leaveLeave is your own time off. It reduces your free hours, so people do not assign you work on those days.Members and Super AdminsRead →How to manage task categoriesTask categories group work on the board and in analytics. The list is the same for the whole workspace.Super AdminsRead →How to see your team's capacityThe Team view shows everyone's load for the week, so you can see who has room before you assign.Super AdminsRead →
Troubleshooting4
I cannot open TasksWhat you see: Tasks opens to a "No access to Tasks" message, or you cannot see Tasks at all.Members and Super AdminsRead →I cannot assign a task to someone elseWhat you see: Create task offers only Create for myself, or assigning fails.Members and Super AdminsRead →A task was never answered or has expiredWhat you see: a task you sent shows Expired, or it has sat on Proposed for a long time.Members and Super AdminsRead →Everyone shows 0h freeWhat you see: on the Assignee step, every person shows 0h free and a load of 200% if assigned, with the banner No one can finish by this deadline.Members and Super AdminsRead →
FAQ1
No articles match your search.