Tasks

Everything you need to know about adding, editing, scheduling, assigning and managing task.

• How do I 'nudge' a task owner?
• How do I add a progress status to a task?
• Can I change the progress status of my tasks?
• How do I attribute a task with a file?
• How do I set a task reminder?
• How do I move or delete tasks?
• How do I track progress at the element level, the grid level and the summary folder level?
• How do I add tasks directly into my calendar?
• How do I view element display rules?
• How do I add a new task to a checklist/task area?
• How do I bulk upload/paste tasks into a checklist/task area e.g. copy from Excel?