A list of all your tasks is available in the upper right menu, My Tasks section:
Tasks can be divided into 3 levels (task, subtask level 1, subtask level 2), and also have check boxes ☑️ for minor actions. All tasks have a built-in chat for exchanging messages, files and links between team members.
An employee with the Userrole must first be invited to the appropriate project so that he/she can create tasks for him/herself and others. Tasks cannot exist separately from projects.
To add a new task, press the "+" button and select the "New task":
In the next window, fill in the main fields:
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.
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.
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.
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.
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".
In the beginning, you can skip it. This is an initial plan for how much time and financial resources are expected for this task.
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.
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.
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 this field, or import the entire tasks completely with 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 whole project. And all the smaller and intermediate steps turn to subtasks or checklists.
The task-filled project will look like this:
progress on the task (and the ratio of actual and planned costs)
The system has built-in various filters that help in the 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. When you are "in 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 list, for example:
The list of tasks sorting "By people" displays the person's card and the tasks assigned to him (in which he is responsible). 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 the 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 convey information to the team and keep it in one place.
In Worksection, each task has a separate chat, which allows the following:
add the necessary files and links;
address colleagues directly;
to react to the message.
After you write a comment, the following colleagues will receive a message about it: the author of the task, 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).