Recurring Tasks

Sendtask’s due date field is pretty clever. You can not only click in the calendar to select the due date for a task, you can also use natural language. For example “today”, “tomorrow”, “July 5 3pm” and also “October” are inputs that are recognized.

But some tasks don’t just have one due date – you might need to do these tasks every week, every month or in any other frequency. Sendtask also understands that. You can use many ways to define recurring tasks. These are some examples that work: “Every Monday 3 pm”, “Every two weeks”, “Every first Thursday of the month”. Even combinations like “every first and third Thursday of the month” work. You can immediately preview the next upcoming due dates for these combinations.

Coming Soon
Total Votes : 60

Subtasks

Sometimes it helps to break down a task into multiple smaller tasks. You can do that by clicking the subtasks icon. Once you’ve clicked on it, you see a new list appear.

Subtasks are similar to regular tasks – they have a title, an assignee, and due date field and they can have their own comments and attachments. Subtasks that are assigned to you appear in your ‘Tasks Assigned To Me’ list like every other task. But you will see the title or the parent task as an indicator that it’s a subtask. If the parent task is assigned to you, you will see its subtasks in the details bar when you click on the task title.

Coming Soon
Total Votes : 60

Importing Google Contacts

When you send a task to someone, you need to know their email address. We keep track of the email addresses you’ve previously used. But if you would like to get access to all your contacts, you can log in with your Google account. This way, you get access to your full address book.

To get access to your full address book, choose ‘Login with Google’ on the login screen.

If you are using Sendtask with a different email address than your Google account or you would like to add multiple Google accounts, you can do that as well. Just register/login with the Google account you have not used before, then go to Settings and add the email address of the account you’ve previously used.

Coming Soon
Total Votes : 60

Sorting Options & Navigation

Once you’ve created tasks, you want to have a quick way to find them again. That’s why we’ve created several filter views. All of them serve a specific purpose. All of the views can be sorted by different parameters – Due Date, Assignee, Project or Manual. You can also choose to see all tasks, incomplete tasks or completed tasks.

Here are some of the most used combinations:

Your default view is the ‘Tasks assigned to me’ filter. These are all the tasks where you are supposed to make the next step. Most of our users sort by due date in this view and choose to see only incomplete tasks – it allows them to focus on what’s due today and tomorrow and keeps tasks that become relevant far in the future at the bottom of the list.

You can use the ‘Tasks I’ve assigned to others’ filter to see all tasks that you have sent to other people. If you sort it by due date and select incomplete tasks, you can quickly see who is due to make progress on a task that you have sent them.

The third view that is extremely helpful is our ‘Project’ filter. It allows you to see all tasks that belong to a project in a list view. Manual sort is most useful here as it allows you to move tasks up and down on the list.

Coming Soon
Total Votes : 60

Projects & Project Settings

Once you start creating many tasks and collaborate with a many people, it might be a little overwhelming to keep track on each task. That’s why you can create projects as a very helpful tool. Projects allow you to group tasks and, if needed, share all of them with others. The order of the tasks in a project can be sorted manually and arranged in a way that best matches the project.

You can create a new project when you select the ‘Tasks in Project’ filter. When you start typing, it will show you existing projects to select from and it will also give you the option to create a new project.

All tasks in this view will automatically get the #campaign tag added and by default, your tasks will be sorted by manual order. This way you can drag and drop to reorder them.

A task can appear in multiple projects and you can see the projects of which it’s part of in the details panel. Clicking on the project tag opens the filter view for that project.

Coming Soon
Total Votes : 60

Creating Tasks

Quick, easy & hassle-free – that’s how creating tasks should be. And that’s exactly why we’ve built multiple ways for you to create tasks in Sendtask. You can create tasks by clicking the [+] button at the top of one of the task groups.

You can also create tasks by selecting an existing task and pressing [Enter]. The cursor jumps to a new line and you can go ahead and type the task title.

Similarly, you can delete a task by pressing backspace.

 

Coming Soon
Total Votes : 60

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