TABLE OF CONTENTS

The Tasks section, in My Work Page, is where you can create and manage tasks.


Create a new Task

Click on the plus icon on top right of the Tasks section to open Create Task modal.



  • Name: Write your task’s name/title
  • Assigned to: You can assign tasks to specific individuals, everyone, specific teams, or all teams


For team tasks, you can specify if you can accept submission from one member on behalf of the team (the default setting) or you require all members to send their submissions separately. If you unmark the checkbox, the progress will be calculated by the number of people who have submitted the task.


  • Reviewer: Reviewers can access the task even if otherwise are restricted to see the task based on the workspace settings.
  • Start and due dates: The start date for tasks are set as the date the task created by default. Select the checkbox to add the due date if needed.





  • Tags: Select a tag from tags list for the task. Tags can be created by Owners/Admins from here as well. 
  • Key Result: You can connect the task to one or more related Key Result(s).

 

If the KR’s progress calculation is task-based, the completion of the task will contribute to the progress of the connected KR.


  • Description: Provide more detail to clarify your task if needed.
  • Insert a link: You can add one or more links to the task. The links will appear by the names you put in the Link Name field.
  • Upload file: To upload a file to a task you can easily drag and drop or browse files from your computer. You can also add any file previously uploaded in your Pandos drive. 


Task page

Click on the task you created to open its page. On the task page you will be able to:



  • See task information: Review the information on the left including its workspace(s)/assignee(s), Reviewer(s), tags, and start and due dates.
  • See task description and resources: Review the description, attached files, or links.
  • Link the task to a KR: Click on Link to Key Result blue link and choose from the existing KRs.
  • See subtasks: If you create subtasks, you’ll see them here (as well as in the Tasks section in My Work page) with all their details just like the Tasks list view.
  • Create task-specific discussion threads: Write comments and give feedback to teammate contributions
  • Mark as Done: Click on Mark as Done when you have fulfilled the task.
  • Close for everyone: When reviewers click on Mark as Done they can also choose Close for Everyone, which means Reviewer can mark the task done on behalf of all other assignees.
  • Edit: Reviewer of a task can always edit the setting of a task  details (name, assignee, reviewers, description, start or due date, tags, attached files or links, alignment...)


Create a subtask

  • Click on create a subtask in the task’s page to create subtasks the same way that you create a task.
  • You’ll see the list of subtasks both in the task’s page and in the My Work page under its task.


The subtasks progress contributes to the task progress and if the parent task is connected to a Key Result, will contribute to the KR progress as well.


View task reports

Lower on the task page, task Reviewers can see Task Report section, where:

  • Shows who has marked the task as done with a green check mark "" in front of their name. If the task has got subtasks, expand it by clicking on the arrow in front of individuals’ names to see which subtasks are done.
  • Reviewers can also send reminders to individuals by clicking on the bell icon in front of their name ""
  • Unassign an individual from a task by clicking on this icon ""



Task views

After creating your task, they appear in the Tasks section on My Work page with all their details. 

On the top right of the Tasks header you can choose between List View or Grid view



Task List View

List view shows the tasks and subtasks in a table format with the details of each in front of it.


Adjust list view columns

In the list view, by clicking on "" you can adjust the columns based on your needs.




Task Grid View

Grid view shows the task and their respective subtasks in tile format. 



On each tile from the top to bottom you will see:

  • The task type
  • Your role in the task
  • Task name
  • Tags
  • Number of subtasks 
  • Task’s progress bar
  • Start and due dates


Set Tiles Color

  • Click on the settings icon " ⋮ " on top right of each tile
  • Click on Color
  • Choose a color from the pallet, or create your own by clicking on + icon




Pin/Unpin Tasks

You can pin or unpin the tasks on top of the list in both list or grid views.


In List view:

  • Hover on the task that you want to pin on the top of the list so that you can see the pin icon "" in front of it.
  • Click on the pin icon.
  • A tilted pin icon "" shows that the task is pinned.
  • Click on the tilted pin icon to unpin the task.


In Grid view:

  • Click on the settings icon " ⋮ " on top right corner of each tile
  • Select on Pin
  • A tilted pin icon "" will appear on top of the tile showing the task is pinned.
  • Click on the tilted pin icon to unpin the task


Generally pinning is shown in your own workspace only. However, Owners will be asked if they want the pinning applied to the other members' workspaces too.


Rearranging pinned tasks

In the list view, if you have more than one task pinned, you can rearrange their order by clicking on the two-way arrows "" on the left and dragging it to your desired place.


While dragging, your task will be placed above the task with a solid line.



Edit Task Information

Reviewer of a task can always edit the setting of a task's details (name, assignee, reviewers, description, start or due date, tags, attached files or links, alignment...).


There are two ways of doing that:

  1. Click on the settings " ⋮ " in front of the task, in either tree view or grid view.
    • Click on Edit
    • Make the desired changes
    • Click Update after you made changes to save.
  2. Open the task page and click on "Edit" button on the top to edit the settings.


Open/Done/Archive Tasks

In My Work page, Tasks as well as Objectives and Assessments, are categorized into three groups: Open, Done, and Archived

Open refers to the tasks that are active

Done refers to the tasks that are not active anymore, whether successfully achieved or past due.

Archive refers to the tasks that are not relevant anymore or need to be temporarily set aside. 


How to set a task as Done or Archived

To set an objective as Done or Archived, click on the settings icon " ⋮ " in front of the task or subtask, in either tree view or list view.


How to see Done/Archived tasks

You can see Open, Done, and Archived tabs on the top of the Tasks section, in the My Work page. Click on each to see the respective tasks.


How to restore an Archived task

  • Go to the Archived tab..
  • Click on the settings icon " ⋮ " in front of the task you want to restore
  • Click on restore
  • Click ok


How to permanently remove a task

To permanently remove an open task, 

  • First, send the task to the Archived; click on the settings icon and click Archive
  • Then, go to the Archived tasks; click on the Archived tab on top of Tasks section 
  • click on the settings icon and click Remove.


How to reopen a Done task

  • Go to the Done tab. 
  • Click on the settings icon " ⋮ "
  • Click reopen.


Search Tasks by Filter 



In the My Work page, you can see a search bar on the top right of the Tasks section as well as Objectives and Assessments sections. 

  • Select your search category from the drop down list “Search by” 
  • Write what you are looking for in the “Enter search Text” field
  • Your tasks lists are filtered by your search inquiries


Tags

Tags icon "" appears on the header of the both Tasks and Objectives sections.

By clicking on it, the owners and admins can create tags to be used by all the people in the workplace.

Also, you can always check the list of available tags by clicking on it.


Each task has its unique link that can be shared. Note: the content of the task will be only visible to those who have the right access. To copy the task’s link:

  • Click on the task’s settings icon " ⋮ "
  • Click on Share Link
  • Click Copy to copy the link in your clipboard


Change a task to a subtask

You can change a task to another task’s subtask if they share the same assignments. To do so:

  • Go to My Work page
  • Click on the settings icon " ⋮ " in front of the task you want to change to a subtask
  • Click on ‘Move to another task’
  • Select a task from the list

The task is now a subtask for the selected task from the list.


Change a subtask to task

You can change a subtask to an independent task. To do so: 

  • Go to My Work page to find the subtask you want to convert to a task; Find its task in the My Work page, then expand its subtasks, or open the task’s page. 
  • Click on the settings icon " ⋮ " in front of the subtask you want to convert to a task
  • Click on "Change subtask to task"

The subtask is now an independent task.


Send a subtask to another task

You can move a subtask from a task to another task. To do so: 

  • Go to My Work page to find the subtask you want to move: Find the task in My Work page, then expand its subtasks, or open the task’s page. 
  • Click on the settings icon " ⋮ " in front of the subtask you want to move.
  • Click on "Move to another task"

The subtask is now part of the new task.


Previous Article: Objectives & Key Results

Next Article: Assessments