WORKSECTION

Tasks and communication

Tasks

Tasks can be structured on 3 levels (task, subtask level 1, subtask level 2), and also each task can have checkboxes ☑️ to reflect minor actions. All tasks have a built-in chat for exchanging messages, files and links between team members.

Tasks cannot exist separately from projects.

After creating a project, it must be filled with tasks. Add a new task by clicking the "+" button, section "New task":




In the next window, fill in the main fields:



  1. Fill in the name of the task

    We recommend using 5 SMART principles when creating a name of a task

    Tip: we recommend naming projects and tasks following the same logic every time, so that any manager or employee can quickly understand the new project.
  2. Prioritize the importance of the task

    You can choose a priority level from 1 to 10 (highest level). In addition, there is “0” priority, which can be treated as a pause.
  3. Select the responsible person

    Only one participant can be an Executive for the task. If you want to have several responsible people, split the task into subtasks and assign the responsible people to each one accordingly.
  4. Add a status and a label to the task

    Tags and statuses are needed to make it easier to work with a large number of tasks. You can create customized tags for your account. See examples of how our customers use tags in our blog.
  5. Set deadlines

    The task can have the following terms:

    without a due date: the task does not have a specific start and end dates;
    completion date (deadline): for example, Friday, February 13;
    start and finish dates: for example, start on the 23rd and end on the 27th;

    You can also add a recurrence of the task: for example, "Monthly report every Friday of the new month".
  6. Plan

    In the beginning, you can skip it. This is an initial plan for how much time and financial resources are expected for this task.
  7. Describe the task

    In this field you can add a description (wiki) of the task or any useful information for all the participants, and add necessary files and documents.
  8. Sign up participants to receive notifications for the task

    Participants you sign up for this task will be notified of different actions in the task, such as changing the deadline or adding a new comment. We recommend signing up notifications only to those employees who are really working on this task.
  9. Restrict visibility if necessary

    You can make the task "visible" only to certain people, for example, to "hide the task from the client." By default, the entire project team sees all project tasks.

If you need to add more than one task at a time, use Group of tasks creation:



You can copy the names of the tasks from the Excel spreadsheet and paste them into these fields, or import the tasks along with their terms, descriptions and other information directly from the Excel file!

Tip: Make the top-level task something that is guaranteed to bring you closer to the project completion. And all the smaller and intermediate steps turn to subtasks or checklists.

Task lists

The project filled in with tasks will look like this:



  1. task name
  2. priority level
  3. executive
  4. deadline
  5. progress on the task (and the ratio of actual and planned costs)
  6. filters panel
  7. search

The system has various built-in filters that help in your daily work. If necessary, you can create your own. For example, you can filter all tasks with a high priority level and label them "for verification". Then save the resulting list to "bookmarks" for quick access.

Like any list in Worksection, it can be exported to Excel.



Note. If you are on the "project" level, you see only the tasks and participants of this project. If you go back to the "account" level, you will see all the tasks of all projects in one list and all employees.

You can also switch to the "By People" task view as shown on the screenshot below:



"By people" tasks view displays the person's card and the tasks assigned to him/her. On this page you can see all the tasks of your employees.

You can also filter tasks by status / label or view the workload of each employee, for example, for a week, setting the appropriate parameter in the filter "Deadlines". You can also drag a task from one project participant to another.

Chat and communication in tasks

Fast exchange of information and messages allows you to speed up work, quickly deliver information to the team and keep it in one place.

In Worksection, each task has a separate chat, which allows the following:

  • exchange messages;
  • add necessary files and links;
  • address colleagues directly;
  • react to the message.



After you write a comment, the following colleagues will receive a notification: the author of the task, the task’s executive and all subscribers to the task.

In communication over the task, there are often situations when it is enough to say briefly: "I like", "Done - check", "Yeah, look" or just - "Yeah". This is easy to do using different reactions (emoji).


What Worksection is made up of

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Teams and projects

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Notifications and settings

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Tools

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Implementation

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