Files
twenty/packages/twenty-website/src/content/user-guide/functions/tasks.mdx
Ady Beraud 671de4170f Migrated Developer Docs (#5683)
- Migrated developer docs to Twenty website

- Modified User Guide and Docs layout to include sections and
subsections

**Section Example:**
<img width="549" alt="Screenshot 2024-05-30 at 15 44 42"
src="https://github.com/twentyhq/twenty/assets/102751374/41bd4037-4b76-48e6-bc79-48d3d6be9ab8">

**Subsection Example:**
<img width="557" alt="Screenshot 2024-05-30 at 15 44 55"
src="https://github.com/twentyhq/twenty/assets/102751374/f14c65a9-ab0c-4530-b624-5b20fc00511a">


- Created different components (Tabs, Tables, Editors etc.) for the mdx
files

**Tabs & Editor**

<img width="665" alt="Screenshot 2024-05-30 at 15 47 39"
src="https://github.com/twentyhq/twenty/assets/102751374/5166b5c7-b6cf-417d-9f29-b1f674c1c531">

**Tables**

<img width="698" alt="Screenshot 2024-05-30 at 15 57 39"
src="https://github.com/twentyhq/twenty/assets/102751374/2bbfe937-ec19-4004-ab00-f7a56e96db4a">

<img width="661" alt="Screenshot 2024-05-30 at 16 03 32"
src="https://github.com/twentyhq/twenty/assets/102751374/ae95b47c-dd92-44f9-b535-ccdc953f71ff">

- Created a crawler for Twenty Developers (now that it will be on the
twenty website). Once this PR is merged and the website is re-deployed,
we need to start crawling and make sure the index name is
‘twenty-developer’
- Added a dropdown menu in the header to access User Guide and
Developers + added Developers to footer


https://github.com/twentyhq/twenty/assets/102751374/1bd1fbbd-1e65-4461-b18b-84d4ddbb8ea1

- Made new layout responsive

Please fill in the information for each mdx file so that it can appear
on its card, as well as in the ‘In this article’ section. Example with
‘Getting Started’ in the User Guide:

<img width="786" alt="Screenshot 2024-05-30 at 16 29 39"
src="https://github.com/twentyhq/twenty/assets/102751374/2714b01d-a664-4ddc-9291-528632ee12ea">

Example with info and sectionInfo filled in for 'Getting Started':

<img width="620" alt="Screenshot 2024-05-30 at 16 33 57"
src="https://github.com/twentyhq/twenty/assets/102751374/bc69e880-da6a-4b7e-bace-1effea866c11">


Please keep in mind that the images that are being used for Developers
are the same as those found in User Guide and may not match the article.

---------

Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
2024-06-03 18:52:43 +02:00

115 lines
4.4 KiB
Plaintext

---
title: Tasks
info: Understand how to effectively manage tasks in Twenty, including tasks creation, viewing, editing, marking as complete, and deletion.
image: /images/user-guide/tasks/tasks_header.png
sectionInfo: Learn how to connect Twenty to your other tools.
---
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.
## Creating Tasks
Creating tasks in Twenty is seamless. You can either:
- Go to the `Tasks`tab and press the `+` button at the top right of the page.
- Use the search function by pressing `cmd/ctrl + k`, then select 'Create task' from the list of quick actions.
- 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.
<div style={{padding:'70.59% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
<iframe
src="https://player.vimeo.com/video/928786754?autoplay=1&loop=1&autopause=0&background=1&amp;app_id=58479"
frameBorder="0"
allow="autoplay; fullscreen; picture-in-picture; clipboard-write"
style={{
position:'absolute',
top:0,
left:0,
width:'100%',
height:'100%',
borderRadius: '16px',
border:'2px solid black'
}}
title="Export data"
></iframe>
</div>
<script src="https://player.vimeo.com/api/player.js"></script>
### Adding Task Content
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.
## Viewing Tasks
The **Tasks** page displays all your tasks across your workspace. Here you can:
- Filter tasks assigned to a specific user by clicking the button with your name at the top right of the screen.
- Toggle between upcoming (`To do`) and completed (`Done`) tasks to see what needs attention and what you have accomplished.
You can also see tasks for a given Record on its `Record page`.
<div style={{padding:'69.01% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
<iframe
src="https://player.vimeo.com/video/927908280?autoplay=1&loop=1&autopause=0&background=1&amp;app_id=58479"
frameBorder="0"
allow="autoplay; fullscreen; picture-in-picture; clipboard-write"
style={{
position:'absolute',
top:0,
left:0,
width:'100%',
height:'100%',
borderRadius: '16px',
border:'2px solid black'
}}
title="Export data"
></iframe>
</div>
<script src="https://player.vimeo.com/api/player.js"></script>
## Editing Tasks
To edit a task, you should click on its card. This will open a side panel offering the following features:
- **Assignee and Due date**: Update the assignee or edit the due date.
- **Comments**: Work together with your team members by adding comments on tasks to give updates or feedback.
- **Automations**: Thanks to the API and Webhooks, you can also automate task creation triggered by specific activities in your workspace.
## Marking Tasks as Complete
To mark a task as complete:
1. Locate the task on your `Tasks` page or within a `Record page`.
2. Click on the circle at the left of the task card - it will change to signify completion.
3. The task status will automatically update to `Done`.
This procedure will help keep an updated record of your accomplishments.
<div style={{padding:'69.01% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
<iframe
src="https://player.vimeo.com/video/927910083?autoplay=1&loop=1&autopause=0&background=1&amp;app_id=58479"
frameBorder="0"
allow="autoplay; fullscreen; picture-in-picture; clipboard-write"
style={{
position:'absolute',
top:0,
left:0,
width:'100%',
height:'100%',
borderRadius: '16px',
border:'2px solid black'
}}
title="Export data"
></iframe>
</div>
<script src="https://player.vimeo.com/api/player.js"></script>
## Delete a task
To permanently remove a task:
1. Open the task you want to delete by clicking on its card, either from the `Tasks` page or within a `Record page`.
2. Click the trash icon located at the top right corner of the task details panel.
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.
<ArticleEditContent articleTitle="tasks.mdx"></ArticleEditContent>