Manage Tasks

Hello, and welcome to the idea deployer. In this video, we will explain how to manage the implementation of the selected idea. So let's get started.

Step 1: Click on the Tasks in the navigation panel.

You will be navigated to a screen that shows the list of all tasks across all idea execution boards.

It also shows stats on the task priority, status, assigned to, and due date.

Step 2: Click on the Kebab menu to access additional controls such as edit or delete a task.

Step 3: Click on the edit to edit a task.

You can edit or update the task name and task owner. Assign a task to multiple members.

You can change the task priority. You can also update the task's progress status and label color to highlight create a focus on that task.

Click on the calendar icon to change the due date of the task.

You can also update the task details as it progresses to ensure that key decisions and discussion items are captured.

Click on upload document to add any support documents such as artifacts, presentations, etc.

You can also add or update a checklist, for example, a checklist to assess the definition of done, completeness of a task, quality control, etc.

Not only these updates but also you can collaborate inside a task by using commenting functionality.

Lastly, make sure that you click on the Edit task button to ensure that all changes are updated.

Click the Delete task button to permanently delete a task.