Getting Started With Sendtask

List-view

This guide will provide you with a description of how Sendtask works. By the time you finish reading, you will know how to use all the basic features from creating a task to assigning it to a team member or anyone else.

How do you create tasks

There are four different ways to create a task:
1) Click the “+” signs at the beginning of each section
2) Type in the empty fields at the end of each section
3) Press “Enter” when you’ve selected a task
4) Use the Magic bar

See below for more details on how to do this.

1) Click the “+” signs at the beginning of each section

Create a task with +

You can create a new task by clicking on the “+” buttons in the upper left corners of your due date sections. You will see these buttons in other sorting views as well, such as project view and assignee view.

Note: The “+” buttons are not available when sorting your tasks manually.

2) Type in the empty fields at the end of each section

3 - Create a task with Add a task

3) Press “Enter” when you’ve selected a task

4- Create a task by pressing Enter

4) Use the Magic bar

5 - Create or search for a task with the Magic bar

The Magic bar is used to search for and create tasks. It can recognize dates, projects, and email contacts. You can type anywhere on the screen (other than the designated fields for writing) and the Magic bar will populate.

How do you search for tasks

6 - Magic bar in action

You can use the Magic bar to search for tasks. Again, the Magic bar will recognize various properties such as dates, projects, and even your email contacts. You can type anywhere on the screen (other than the designated fields for writing) and the Magic bar will populate.

How do you set a task due date

7 - Set a due date 1

Set a due date for your task by clicking on the “Calendar” icon in the top right of the task description box. Choose a date and the assignee (this could be you or someone else) will be automatically reminded on the morning when the task’s due.

8 - Set a due date 2

If you want to specify a particular time for your deadline, simply type it in after the date you choose. For example, add “2 pm” after the deadline in the Due Date field.

How do you add a comment

9 - Add a comment

You can add a comment to describe your task in more detail or communicate with your followers. Simply click the chat box, add your comment, and press the “Add Comment” button.

Note: Followers are collaborators who participate or need to know about the task, but they are not the direct assignee. All followers will be automatically notified when there’s a new comment.

How do you attach a file

10 - Attach a file

You can attach a file by clicking on the paperclip icon below at the beginning of the chat box. Your file will be uploaded and all task followers will be notified by email.

How do you create projects

11 - Add a project 1

Project names help you organize tasks and work as labels for filtering. You can add a project name by clicking on the “+” button and typing in its name or choosing an existing project.

12 - Add a project 2

Pro Tip: Click on the project name to view all tasks in that project and assign different colors for a quick overview.

How do you add/ remove a task follower

13 - Add a follower 1

If you want to share a task with team members or anyone else, you need to add a task follower. You can do this by clicking the “Add Follower” button and typing in their name or email address. You can remove followers from the same field.

14 - Add a follower 2

How do you assign a task to someone

15 - Assign a task 1

You can assign the task by clicking the profile icon in the top of the task description box. If you’re logged in with your Google account, you will see your contacts. Otherwise, type in the email address of the assignee. Then simply choose the assignee and the task will automatically disappear from your list and go to theirs.

16 - Assign a task 2

How do you add a task section

17 - Add a section

Sections help you organize your tasks and projects. To create a section, just add a colon (:) at the end of a task title. Sections are especially helpful when you sort a project by manual order (choose “Sort By> Manual”) and then drag tasks into the right sections.

Pro tip: You can also add #, ## or ### at the beginning of a section to create further structure.

How do you delete a task

18 - Delete task

You can delete a task by clicking the “More options” button in the top right of the task description box and selecting “Delete”. You will then get an option to Undo deleting a task in case you did it by mistake.

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