Tasks Management

When you are in your Beespace, the My tasks menu allows you to access the task management board. This is where you will find all your personal, tracked, and assigned tasks.

What you will find in this article:

• My Tasks Menu
• Manage Tasks
• Create a New Task (out of meeting)
• Modify a Created Task

My Tasks Menu

In the My tasks menu, you will find all the tasks you have been assigned or created yourself.

Display My Tasks

In My Tasks, you can view your tasks in different ways to better organize your work and optimize task tracking.

The three available display modes are:

• List: for a linear view of all your tasks, grouped by status or date.
• Kanban: to visualize your tasks as cards in columns, based on their status or date.
• Table: for a structured view in rows and columns with filtering and sorting options.

You can switch between views at any time according to your needs: simply click on the Display button to display the view selection menu in Beespace.

Manage Tasks

Filtering Options

(1) Task status: All statuses, Not Started, In Progress, Pending, Canceled, or Completed
(2) Task priority: All priorities, Critical, High, Medium, Low, or Minor
(3) Folder to which the tasks belong
(4) User observing or assigned to the task
(5) Type: All tasks, Assigned tasks, Followed tasks, or Personal tasks
(6) Creation time: Last month, Last 3 months, Last 6 months, Last year, or All date

Article that may interest you: What is the best way to organize tasks from Beenote?

Create a New Task

Click on the icon to the right of My Tasks. A new window will open.

(1) Select the desired home folder.

Note: Also, the personal file is reserved only for you. As the name suggests, this folder is personal, meaning that no one else has access to it. In order to assign a task to another person or to assign an observer, the task must be linked to any other folder than the personal folder.

(2) Then, give a name to this new task.
(3) Enter details of this new task.
(4) So, determine who you are going to assign the task to, yourself or someone else in your work team.

Note: The task can be assigned to one person. To assign to another person, you must change the ownership record.

(5) Set a start date for the task.
(6) Set a deadline for the task.
(7) Change the status of the task.
(8) Set the priority of the task. The tasks are numbered from 1 to 5. The smaller the number, the higher the priority.

(9) You can attach files related to the task if needed.

(10) You can add links to the task if needed.

(11) Do you find that there are many details to the task and that the writing of these in the space provided for this purpose is long? You can record a voice message.

(12) You can cancel the creation of the new task at any time.

(13) Save your new task.

Learn more: Assign tasks in meetings

Modify a Created Task

If you have created a task outside of a meeting or during a meeting and want to edit it, here’s how:

1. Go to the My Tasks menu.

2. Find the task you want to edit and click on the title. The complete task record will appear.

3. In the Details tab, you can add or delete details and files about the task.

Modification Historic

You will be able to see the evolution of the task since the historic of the modifications will be kept. Therefore, after modifying a task, there will be a new section will be added in the History tab. All the modifications will be accessible and it will be possible to consult previous versions of the assigned tasks.

   Next steps

Create an agenda: Write a structured agenda

Assign Tasks in Meetings: Assign tasks to yourself or your team members during the meeting

Task Register: Find all of your team’s tasks and keep track of them