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Tasks Management

When you are in your Beespace, your task board is in the bottom section. This is where you will find all your personal, tracked, and assigned tasks.

My Tasks Section

The section is found on the My Beespace homepage.

You will see a My Tasks section where you will see all the tasks you have been assigned or created yourself.

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Manage Tasks

add-new-taskAdd a new task.
icone-etoile Indicates a new task or a modification of it and that you have not yet viewed it.
icone-valise Indicates that this task is assigned to you; that you are the person responsible for this task.
icone-modele-partage-avec-organisation Indicates that you are an observer of this task. A task whose evolution you want to follow.
icone-modele-personnel Indicates a personal task.
Beenote-icone-retard The deadline for completing the task has passed.

Filtering Options

You can filter your task list according to four criteria to make it easy with the tasks management:

(1) The status of the tasks (Not started, In progress, On hold, Cancelled, and Completed)
(2) The time of their creation (Last month, Last 3 months, Last 6 months, Last year, and All dates).
(3) The folder to which they belong.
(4) The type of tasks (All tasks, Assigned tasks, Follow-up tasks, and Personal tasks).

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Create a New Task

To create a personal task or assign one to a colleague outside a meeting.

Click on the icon ajouter-note-icone to the right of My Tasks. A new window will open.

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

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

(9) 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.

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

(11) 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. When you are in your Beespace, go to the My Tasks section.

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

3. Select the pencil icon to be able to change the information of this task. You can add or delete details and files about the task.

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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 identified by date. 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