Tasks
Delegate, complete, and keep track of project and personal tasks
Tasks in MangoApps allows you to breakdown projects into easy digest steps, to ensure success. With Tasks, you can delegate and track progress from the initial idea to fruition. You can also keep track of task progress to ensure the project is "healthy" and on track for completion by the deadline.
To navigate to tasks, click on Productivity and select Tasks.
- 1.Search your tasks
- 2.List View - List view of all your tasks
- 3.Milestones View - See your task as they are associated with any created milestones
- 4.Products View - See your tasks as they are associated with projects you belong to
- 5.Filter- Filter your view your views.
- 1.Create a new task
- 2.Create a new milestone
- 3.Create multiple tasks
- 4.Create multiple milestones
- 5.Configure task settings
- 6.Sync tasks with Outlook/Google Calendar
To create a task, click on Tasks from the left-hand navigation bar. Alternatively, click on the universal Compose button and select Tasks.
Click on Task Tools and select Add New Task.
- 1.Enter task details
- 2.If applicable, associate the task with a project
- 3.If applicable, associate the task with a milestone
- 4.Select a person who is responsible for the task
- 5.Select the task approvers. By default the creator of a task is automatically added as a task approver
- 6.Add any additional details to the task
- 7.Add notes to the task
- 8.Attach any relevant files to the task
- 9.Set if it is a recurring task
- 10.If desired, create a checklist for the task
- 11.To add a single task, click Save
- 12.To add a task and create another one, click on Save and add another
To create a milestone, click on Tasks from the left-hand side menu. Then, click on Task Tools and select Add New Milestone from the dropdown menu.
- 1.Name your milestone
- 2.Assign the user who has Primary Responsibility. By default, if you create the milestone, you are considered the user with Primary Responsibility
- 3.Set the milestone start and end dates
- 4.Set the color for the milestone to appear on your calendar
- 5.Add any notes for the milestone
- 6.Cancel or Save the creation of the milestone
Click on Milestones View. Then, click on the Pencil icon.
- 1.Set the Risk Threshold Settings
- 2.Set the Not on Track Threshold Settings
- 3.If desired, Delete this Milestone
- 4.Cancel or Save your milestone
To start a task, navigate to the Tasks page.
Select the task you wish to start.
- 1.Click on Start
Your tasks now shows as Started
- 1.See the Details of the task
- 2.See Comments about the task. These comments can include progress updates and start date
- 3.See any checklists for the task
- 4.See any time logs for the tasks
- 5.See who the task approver(s) are
Once you believe a task has been completed, click on Finish.
- 1.Add any comments to be shared with the task approver. Any open checklist items will automatically be marked as complete. The task approver will be notified that that task has been submitted as complete
- 2.Click on Finish
The task is marked at Delivered-Pending Acceptance.
If you are the task approver, you will be notified that the user has submitted a task for approval. If the task completer provided a comment when they submitted the task, it will be displayed under the Comments tab.
As the task approver, click on Accept or Reject.
If you Reject a task, you will be asked to provide an optional comment. Input any comment and click on Reject.
The user will be notified that their task completion has been rejected. They can see the comment you provided under the Comments tab. They can click on Restart/Finish to redo the task.
To Accept a task, click on Accept.
Provide any desired comments and click Accept.
Depending on their settings, your users will get a notification that their task has been accepted.
- 1.Set the behavior of the system when a task status is changed
- 2.Set when the comment box is visible
- 3.Save or Cancel the task settings
Last modified 3yr ago