612f20e925
In documentation, there's mention to make a backup of database before upgrading Twenty but there are no commands how to do it, so this PR solves this problem by providing commands
115 lines
4.3 KiB
Plaintext
115 lines
4.3 KiB
Plaintext
---
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title: Tasks
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info: Understand how to effectively manage tasks in Twenty, including tasks creation, viewing, editing, marking as complete, and deletion.
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image: /images/user-guide/tasks/tasks_header.png
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sectionInfo: Learn how to connect Twenty to your other tools.
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---
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Manage all tasks within your workspace using the **Tasks** feature. This guide will show you how to create and manage tasks, switch between upcoming and completed tasks, edit task details, and much more.
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## Creating Tasks
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Creating tasks in Twenty is seamless. You can either:
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- Go to the `Tasks`tab and press the `+` button at the top right of the page.
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- Use the search function by pressing `cmd/ctrl + k`, then select 'Create task' from the list of quick actions.
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- Go to a `Record page` and press `+`at the top right of the page, or go to the Task tab and press the `Add Task`button.
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<div style={{padding:'70.59% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
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<iframe
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src="https://player.vimeo.com/video/928786754?autoplay=1&loop=1&autopause=0&background=1&app_id=58479"
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frameBorder="0"
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allow="autoplay; fullscreen; picture-in-picture; clipboard-write"
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style={{
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position:'absolute',
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top:0,
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left:0,
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width:'100%',
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height:'100%',
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borderRadius: '16px',
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border:'2px solid black'
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}}
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title="Export data"
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></iframe>
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</div>
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<script src="https://player.vimeo.com/api/player.js"></script>
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### Adding Task Content
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Once you've created a task you can enrich it with rich content, such as Titles, Bullet points or even images. To do so, press "/" and enter the desired command.
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## Viewing Tasks
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The **Tasks** page displays all your tasks across your workspace. Here you can:
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- Filter tasks assigned to a specific user by clicking the button with your name at the top right of the screen.
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- Toggle between upcoming (`To do`) and completed (`Done`) tasks to see what needs attention and what you have accomplished.
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You can also see tasks for a given Record on its `Record page`.
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<div style={{padding:'69.01% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
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<iframe
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src="https://player.vimeo.com/video/927908280?autoplay=1&loop=1&autopause=0&background=1&app_id=58479"
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frameBorder="0"
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allow="autoplay; fullscreen; picture-in-picture; clipboard-write"
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style={{
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position:'absolute',
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top:0,
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left:0,
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width:'100%',
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height:'100%',
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borderRadius: '16px',
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border:'2px solid black'
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}}
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title="Export data"
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></iframe>
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</div>
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<script src="https://player.vimeo.com/api/player.js"></script>
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## Editing Tasks
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To edit a task, you should click on its card. This will open a side panel offering the following features:
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- **Assignee and Due date**: Update the assignee or edit the due date.
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- **Comments**: Work together with your team members by adding comments on tasks to give updates or feedback.
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- **Automations**: Thanks to the API and Webhooks, you can also automate task creation triggered by specific activities in your workspace.
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## Marking Tasks as Complete
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To mark a task as complete:
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1. Locate the task on your `Tasks` page or within a `Record page`.
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2. Click on the circle at the left of the task card - it will change to signify completion.
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3. The task status will automatically update to `Done`.
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This procedure will help keep an updated record of your accomplishments.
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<div style={{padding:'69.01% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
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<iframe
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src="https://player.vimeo.com/video/927910083?autoplay=1&loop=1&autopause=0&background=1&app_id=58479"
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frameBorder="0"
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allow="autoplay; fullscreen; picture-in-picture; clipboard-write"
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style={{
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position:'absolute',
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top:0,
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left:0,
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width:'100%',
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height:'100%',
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borderRadius: '16px',
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border:'2px solid black'
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}}
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title="Export data"
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></iframe>
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</div>
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<script src="https://player.vimeo.com/api/player.js"></script>
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## Delete a task
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To permanently remove a task:
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1. Open the task you want to delete by clicking on its card, either from the `Tasks` page or within a `Record page`.
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2. Click the trash icon located in the top right corner of the task details panel.
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Please note, deleting a task is permanent and can't be undone. Consider marking tasks as `Done` if there is a chance you will need to refer to them again.
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<ArticleEditContent></ArticleEditContent> |