ff1bca1816
- Fixes #5504 - Fixes #5503 - Return 404 when the page does not exist - Modified the footer in order to align it properly - Removed "noticed something to change" in each table of content - Fixed the URLs of the edit module - Added the edit module to Developers - Fixed header style on the REST API page. - Edited the README to point to Developers - Fixed selected state when clicking on sidebar elements --------- Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
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 at 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> |