Getting started with Tasks

A task is simply an item that needs to be completed throughout an onboarding project.  Tasks can be internal (only your team sees these) or external (seen and/or assigned to your customers).  You can create tasks directly within Project Templates, which will simply live within that template.  Alternatively you can create global tasks (these live in the task repository) which are tied to Variable Options, and will ultimately be brought into a project based on the customers selected variables.  

Creating a task

To create your first task, you can head to Project Templates, and create or navigate into your Project Template.  Then you will click '+ Add Task'.  Creating a task within a template will have all the same task options as a global task, except you will not need to tie the task to a variable.

Creating a Global Task

To create your first Global Task, you should have your first Variable and Variable Options setup - learn more helpful information about Variable.

From there:

• Go to the Project Templates Page < Tasks Repository 
• Click on the '+Add Global Task' button in the top right corner
• Next, you will need to provide task details, including Task name, Variable/Variable option, and Detail. Additionally, you can choose to make the task "internal". When you make a task internal, customers will never see the task.
  
  
  
• Save the task and create your second, third, and forth. :)

Editing a task

To edit a task, click on the task - expanding the side panel, then click the dots in the upper right,  and clicking "Edit task".