My Tasks | Axero Documentation

The task manager is great for scheduling project phases, due dates, and deliverables. The task manager helps you collaborate on projects and assignments, so who's doing what is no longer a mystery. Each space has its own task manager for managing tasks among space members, and everyone has a personal task manager in My Apps and Tools.

In My Tasks, you can view, edit, and delete personal tasks and tasks in all the spaces you are a part of.

Access My Tasks

To access My Tasks, click your name in the header > Tasks.

Create Tasklist

1. Click Create List.
2. Enter a name and description for the task list.
3. Select the space.
4. Click Create List.

Edit Tasklist

1. Place the cursor over the tasklist name to bring up options.
2. Click the edit icon.
3. Make changes to the task list.
4. Click Update list.

Delete Tasklist

1. Place the cursor over the tasklist name to bring up options.
2. Click the delete icon.
3. Click Yes.

Create Task

1. Click Add Task.
2. Fill out the following sections:
   • Task name: The name of the task.
   • Due Date: When the task should be completed by. (Optional)
   • Description: A description of the task. (Optional)
   • Space: The space to create this task in.
   • Task list: The list to create this task in.
   • Assigned to: Who should complete the task. The user will receive a notification that they have been assigned a task.
   • Followers: Add followers for the task and they will get notifications when the task is updated or commented on. (Optional)
   • Attachments: Add files relevant to the task. Drag and drop files into the area, or click Select Files.
   • Estimated time: How long in hours the task will take. (Optional)
3. Click Add Task.

Edit Task

1. Click the task. A side modal will open.
2. Make changes to the task.
3. Click Update task.

Update Estimated Time

1. Click the task. A side modal will open.
2. Click Time Log.
3. In Estimated time, click the edit icon.
4. Update the time.
5. Click the check icon.
6. Click Update task.

Delete Task

1. Click the task. A side modal will open.
2. Click Delete.
3. Click Yes.

Update Task Status

1. Click the status icon.
2. Select a status:
   • Active
   • Completed: If the task is In Progress or On Hold, this status will stop automatic time logging and add a time log to the time log tab.
   • In Progress: This status starts automatic time logging.
   • On Hold: This status pauses automatic time logging and adds a time log.

Update Task Priority

1. Click the priority icon.
2. Select a priority:
   • Very High
   • High
   • Medium
   • Low
   • Very Low
   • None

Add Task Time Log

Add a time log to keep a record of when you worked on a task, how long you worked on it, and a description of the work. When you add a time log, the total time spent on the task is automatically updated.

1. Click the task. A side modal will open.
2. Click Time Log.
3. Fill in the following sections:
   • Start time
   • End time
   • Who
   • Description
4. Click Save Time Log.

Delete Task Time Log

1. Click the task. A side modal will open.
2. Click Time Log.
3. For the time log, click the delete icon.
4. Click Yes.

Sort Tasks

Click and drag tasks to reorder them. You can move tasks to different tasklists.

Filter Tasks

View your personal tasks or filter tasks by space.

You can also filter tasks in the following ways:

• Open
• Closed
• Due Today
• Late
• All
• Assigned to me
• Starred
• Due this week
• Created by me

Admin To allow people to view all task lists in all their spaces at once, go to Control Panel > System > System Properties and set IncludeViewAllSpacesInTasks to true.

Automatic Time Logging

Use task statuses for automatic time logging. Set a task to In Progress to start the timer. When you change the status to On Hold or Complete, a time log will be added to the task's time log tab, and time spent and time left will be updated.