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Tasks and Notifications

Create and manage tasks

Kathy Gwinnett avatar
Written by Kathy Gwinnett
Updated over 2 months ago

Accessing Tasks

  • Select "Tasks" from the menu bar on the left.

  • This takes you to your main tasks dashboard.

Creating and Managing Tasks

  • Click to create a new task manually.

  • You can edit existing tasks at any time.

  • View all your tasks in one place for easy management.

Understanding the Dashboard

  • The dashboard displays:

    • Task status (e.g., open, in progress, completed)

    • Priority

    • Due date

    • Category

    • Description

Customising Your View

  • Use the "Filters" button to sort or narrow down your task list by status, priority, or other criteria.

Keeping Tasks Up to Date

  • Regularly edit the status of your tasks to track your progress and stay organised.

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