TABLE OF CONTENTS

Tasks

When you select a workspace, the main area (excluding the Header and Sidebar) displays tools and information specific to that workspace.

In each workspace you have five main pages:

Dashboard
People
Objectives
Tasks
Assessments

Tasks

The Tasks page of your workspace is where you can create and manage tasks.

Create a New Task

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

Title: Write your task’s title.

Tags: Select a tag from tags list for the task. Tags can be created by Owners/Admins here as well.

Assigned to: Assign tasks to individuals, everyone, specific teams, or all teams

A checkbox labeled “One team member to submit the task on behalf of the team” will appear if your task is assigned to team(s)

Check if any team member can mark the task as Done (eg. a group project.)
Uncheck if each team member needs to complete the task individually (eg. individual assignments for a class.) The progress will be calculated by the number of people who have submitted the task.

Assignees: Select the individuals or teams (depending on the task type chosen under "Assigned to") who will be responsible to complete the task.

Reviewers: Reviewers can access the task even if they have limited access to other members works based on to the workspace settings.

Start and due dates: The start date for tasks are set as the date the task created by default however setting the due date is optional

Late Submission Policy: If you set a due date, you can specify whether late submissions are allowed.

If allowed, a “Late Submission” tag will appear on the task.
If not allowed, the task will automatically move to Done for the assignee after the due date. (The reviewer will still see it until they manually mark it as Done.)

Progress Calculation:

Subtask-based: the progress will automatically calculated based on the completion of the subtasks
Submission-based: the progress is calculated based on the completion of the task by the assignees.
Self-report: The assignees will be able to report the progress within the task

Note: If the workspace setting is “Members can access everyone’s work,” anyone in the workspace can submit a progress report, even if they are not assigned to or reviewing the task.

Description: Provide more detail to clarify your task if needed.

Key Result: Connect the task to one or more related Key Result(s).

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

Insert a link & Link Name: 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 attach a file to a task you can easily drag and drop or select from your browser or add a file already uploaded to your Pandos drive.

Inside a Task

Click the task you created to open its page.

Task Info Board

On the left side of the task, you’ll find key details such as the task’s workspace, type, assignee(s), reviewer(s), tags, start and due dates, progress calculation method, and progress bar.

If the task's progress calculation method is set to Self-report, you’ll also see buttons to report progress and a chart displaying the reported progress over time.

Note: If the workspace setting is “Members can access everyone’s work,” anyone in the workspace can submit a progress report, even if they are not assigned to or reviewing the task.

Task Body

On the task body you'll see:

Description: View/add/edit the description for your task

Attachments:

Download/view attached files or links,

Upload file(s) from browser or Pandos Drive,
Share a link(s)

Key Result(s):

Choose from the list of existing KRs to connect the task to.

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

Subtasks:
Click Create a subtask in the task’s page to create subtasks the same way that you create a task. Once a subtask is created, a separate table will appear within the task to display and manage them.

Note: The subtasks progress contributes to the subtask-based tasks' progress and if the parent task is connected to a Key Result, will contribute to the KR progress as well.

Create a group chat / link to chat:

You can create a group chat with selected members to appear in the task page — it will also show up in Messages under the task’s name. Alternatively, you can link the task to an existing chat group to display it on the task page.

Edit:
Update the task details, including the name, assignees, reviewers, description, start or due date, tags, attachments, links, and alignments. Only fundamental settings—such as the task assignee type (individuals or teams) and the progress calculation method (subtask-based, self-report, or submission-based)—cannot be edited later.

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 ""

Complete a Task

	Assignees have to click Mark as Done once they complete the task. Based on the task type, it might need to be completed by all the individuals to fill the progress or only one person can mark it as done.
	Reviewers will see a Done for All button, which sends the task to Done for all assignees. If all assignees have already completed the task, it remains in the reviewer’s Open Tasks list until the reviewer manually marks it as Done.
	If you are both an assignee and a reviewer, you’ll see the Done for All button at the top of the task. When you click it, you can choose whether to mark the task as Done for yourself as an assignee or to mark it Done for all as a reviewer.
	You can reopen the task from the Done tab.

Task Views

On the top right of the Tasks page header you can choose between List view, Grid view, or Board view.

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.

Quick Task Add

Click + Add New Task on top of the list to quickly create a task directly in the list view. If you need to include more details, click More Settings to open the full task modal, or add details later by clicking the settings icon (⋮) at the end of the task row.

Pin/unpin in List View

Hover over the task that you want to pin at the top of the list to display the pin icon "" in front of it.
Click the pin icon.
A tilted pin icon "" shows that the task is pinned.
Click the tilted pin icon to unpin the task.

The first time Owners use pinning, they'll be asked whether they want the same pinning to apply to other members' workspaces as well. Member's pinning is only shown in their own workspace.

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

Pin/Unpin 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 the tilted pin icon to unpin the task

Board View

In the Board view, tasks are categorized by default into Open and Done columns. However, you can add new columns using the Tags system. You can use existing tags or create new ones to define columns that fit your workflow. This setup helps you visually organize and manage tasks based on their focus, theme, or priority.

You can drag and drop tasks between columns to update their tags, making it easy to reclassify or reprioritize work. This view is especially useful for tracking workflows, managing campaigns, or monitoring tasks across different areas of responsibility.

Create a Shared Board

Click +Add a new board to create a shared board. You can create multiple boards for different purposes

Active tags: select from existing tags or create new tags to create your board based on.

Collaborators: Can move their tasks across the board

Editors: Can edit the board and change the workflow

Edit Shared Boards

Once you create a shared board, you and all assigned editors and collaborators will see it at the top of your Tasks Board view in a dropdown menu.

When opening the dropdown, Editors will have access to the Edit button, allowing them to modify the board’s name, selected tags, collaborators, and editor list.

Edit Task Details

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:

In either tree view or grid view,
- Click the settings icon ( ⋮ ) in front of the task,
- Select Edit,
- Make the desired changes and click Update.
Inside the Assessment page,
- Click Edit button on the top
- Make the desired changes and click Update.

Fundamental settings—such as the task assignee type (individuals or teams) and the progress calculation method (subtask-based, self-report, or submission-based)—cannot be edited.

Tasks Status (Open/Done/Archive )

Tasks, similar to 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.

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

Mark as Done vs. Done for All

You can complete a task based on your role:

As an assignee: You’ll only see the option Mark as Done to complete your task.
As a reviewer: You’ll see the option Done for All — click it once all assignees have completed their tasks or it's overdue and you’ve finished your review.
As both an assignee and reviewer: You’ll have both options — use Mark as Done to complete your own task, then Done for All once everyone has finished and your review is complete.

How to Send a Task to Done

There are multiple ways to set a task as done:

In the List view, click on the radio button beside the task's name.
In the List or Tile view, click the settings icon (⋮) in the task's row/tile, and select Done.
Inside a task click the "Mark as Done" or "Done for All" button at the top of the page. If you are both an assignee and a reviewer, you’ll see the Done for All button. Click it to see your option to mark the task as Done only for yourself.

Note: For the reviewers, the task will remain in the Open tab until they click Done for All, even if all members have marked it as done.

How to Archive a Task

In the List or Tile view, click the settings icon (⋮) in the task's row/tile.
Click Archive.

How to Restore an Archived task

Go to the Archived tab on top of the tasks page.
Click the settings icon " ⋮ " in front of the task you want to restore
Select Restore, and confirm.

How to Permanently Remove a Task

To permanently remove an Open task,

First, send the task to the Archived; click the settings icon " ⋮ " and click Archive,
Then, go to the Archived tasks; click Archived tab on top of Tasks page,
Click the settings icon " ⋮ " and click Remove.

How to Reopen a Done Task

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

Search Tasks by Filter

On the Tasks page, you can see a search bar at the top right.

Select your search category from the drop down list “Search by” — you can look up Task Title, Subtask Title, Tags, Assignees, Teams, or Reviewers.
Type your keyword in the “Enter search text” field.

To view all tasks again, simply clear the search bar.

Tip: You can also filter tasks in the list view by clicking on the people's icons or tags, in the list view

Subtasks

Subtasks help break complex work into clear, actionable steps while keeping everything connected under one main task.

Each subtask can have its own assignee, reviewer, due date, and status, allowing for detailed tracking of progress. (the subtask's assignee(s)/ Reviewer(s) should be among the parent Task's assignee(s)/ Reviewer(s))

The completion of subtasks contributes to the overall progress of the main (parent) task if the task’s progress method is set to subtask-based.

Subtasks appear in a separate table inside the main task, where you can add, edit, or mark them as done individually.

Create a Subtask

In List view: Click the small arrow beside the task's name to expand the subtasks list, then Click +Add a new subtask.

In Tile view: Click on the Subtasks button an the task tile to open the task page.
Inside a Task: On the task page, click Create a subtask. If subtasks already exist, you’ll see + Add a new subtask at the top of the subtasks table.

Note: The subtasks progress contributes to the subtask-based tasks' progress and if the parent task is connected to a Key Result, will contribute to the KR progress as well.

Change a Task to a Subtask

You can change a task to another task’s subtask if they share the same assignees:

Click the settings icon " ⋮ " beside the task you want to change to a subtask,
Select ‘Move to another task’,
Choose the target 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:

Find the subtask you want to convert to a task either in the list view or inside the parent task,
Click the settings icon " ⋮ " in front of the subtask you want to convert to a task,
Select "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:

Find the subtask you want to move either in the list view or inside the parent task,
Click the settings icon " ⋮ " in front of the subtask you want to move,
Select "Move to another task"

The subtask is now part of the new task.

Tasks & Subtasks Print