Tasks & Automation

Creating & Managing Tasks

Tasks help you break work into manageable pieces and keep your team aligned. 🔹 How to Create a Task: 1. Open a project. 2. Click Add Task. 3. Fill in: - Task Title - Description - Due Date - Priority - Assignee 4. Click Create. 🔹 Manage Tasks: - Click a task to edit details. - Change status (To Do, In Progress, Done). - Add comments, attachments, and track activity history. 👉 Next: Using Subtasks & Checklists

Managing Deadlines & Priorities

Stay on track by setting clear deadlines and priorities for each task. 🔹 Set Deadlines: 1. Open a task. 2. Click the Due Date field. 3. Pick a date and time for completion. 4. Taskae will remind you as the deadline approaches. 🔹 Set Priority Levels: 1. Inside the task, choose a Priority (Low, Medium, High, Urgent). 2. Use this to sort tasks and tackle the most important ones first. ✅ Tip: Combine deadlines and priorities to keep your team focused and deliver work on time. 👉 Next: Task Views & Filters

Tracking Progress with Milestones

Milestones help you mark major phases and important goals in your projects. They show progress at a glance and keep your team aligned. 🔹 How to Create a Milestone: 1. Go to your project workspace. 2. Click on Milestones in the project menu. 3. Click Add Milestone (+ icon, in project details). 4. Enter a milestone name (e.g., Design Phase Complete, Launch Ready). 5. Set a Start Date and End Date. 6. Link relevant tasks or subtasks to this milestone. 7. Save. 🔹 How to Use Milestones Effectively: - Break large projects into key phases. - Review milestones regularly in team meetings. - Adjust tasks and deadlines to meet milestone targets. - Celebrate milestone completion to boost team motivation! ✅ Tip: Use milestones to communicate project progress to stakeholders without needing to share every task detail. 👉 Next: Managing Deadlines & Priorities

Task Views & Filters

Taskae lets you work the way you like with flexible views and filters. 🔹 Available Views: - Kanban: Visual board to drag and drop tasks by status. by clicking on this icon (top, far right) helps you see the visual board. - List: Detailed list for structured tracking. - Calendar: Plan tasks on a timeline and manage deadlines. 🔹 Filter & Search: - Use filters to see tasks by status, assignee, priority, or due date. - Use the search bar to quickly find any task. Switch views and filters anytime to stay organized! Using Subtasks & Checklists Subtasks help you break a larger task into smaller action items. 🔹 Add Subtasks: 1. Open a task. 2. Click Add Subtask. 3. Enter a title for each step. 4. Mark them complete as you go! 🔹 Add a Checklist: - Inside a task, click Checklist. - Add checklist items for quick to-dos. - Tick them off when done.