How to structure task list?
To quickly set up start date, link to projects and work areas, choose assignee, sort tasks by folders with dates using Drag & Drop first. For this purpose choose task and drag cursor to proper section.
Folders with dates
To focus only on those tasks, which need to be done today – set start date. After clicking “Tasks” you automatically get to “Today” folder. If you plan to implement task tomorrow, in a week or later – move the task to appropriate folder.
If you create tasks in “Today” folder – start date is automatically set to the current date. Tasks which start date is set to current date or earlier are placed in this folder.
If you move task to “Tomorrow” folder, start date is set to the day after tomorrow. If tasks moves to “Tomorrow” folder, start date is set to tomorrow.
After moving to folder «Next 7 days» start date is set in a week. Upon the last date, tasks from this folder will automatically move to “Tomorrow” folder. Start date of tasks moved to “Later” folder is set in 8 days. The next day this task will be automatically transferred to folder “Next 7 days”.
If you do not know when to start working on task, move it to “No date” folder. In this case if start date and final date were set before, they would be cleared.
Sorting tasks by dates allows you to focus on relevant and current tasks. Move to “Tomorrow” folder only if all tasks for today are implemented.
Folders with projects and work areas
All projects you manage and all work areas you are involved in are displayed in task list. If you want to quickly link a task to a project or work area — create a task immediately in appropriate project folder or work area. In this case tasks becomes linked automatically. You can also drag a task to a folder with a cursor.
Tips and tricks. All current and complete task which are owned or assigned by you are displayed in project folder and in work area. This way you can always get access to whole task list of your project.
To drag a task to a folder at ease use vertical scrollbar which is to the right of the folder list.
“Assigned to” folder
While sorting tasks you may probably decide to delegate it to colleague using Drag & Drop.
Choose assignee in pop up window, which occurs immediately.