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Tasks Management

The tasks management in Beenote helps you with a table and search tools to prioritize tasks in the right order and using it powerfully.

Create a New Task

What you will find in this article:

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.

To learn more about > Assigned Tasks

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.

Therefore, you cannot assign a task in this folder to someone other than yourself.

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.

Then, to create a new task, click on the icon ajouter-note-icone to the right of My Tasks. A new window will open.

Beenote-Beespace-Tasks-Management

How to Create a New Task

(1) Select the desired home 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 (Not started, In progress, Pending, Cancelled and Completed).
(7)
Set the priority of the task. The tasks are numbered from 1 to 5. The smaller the number, the higher the priority.

(8)icone-trombonneAlso, you can attach files related to the task. No need to search for documents through email exchanges or shared files. Everything is easily accessible from the same place!

(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?

Beenote offers you a quick solution! You can record a voice message. All you must do is give permission to the microphone.

> Article that may interest you: How to Write the Perfect To-Do List?

Organize the Tasks Table

Beenote-Beespace-Tasks-Management-Filters

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).

Icons

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.

   Next steps

Recurring Tasks: Track tasks from one meeting to the next

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

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