Overview
There are multiple ways to view existing Tasks — within your Workspace or a specific Project. To view it within your Workspace, navigate to the left-hand side and click Tasks. Within a Project, you will find Tasks under the project drop-down menu.
All Tasks assigned to you or that you assigned to someone else are located within the Tasks page. Only 'Admin' account types have the ability to edit Tasks not assigned/originated by them.
Shown below is the Listing Page:
Shown below is the Kanban view. You can create a custom view within the Kanban board by switching to Custom View and clicking Actions > Create New Column.
Search Bar
Easily search for Tasks by searching for the task name
Ball In Court
Easily assign Ball-In-Court to a project team member by clicking on their avatar until a red circle appears around the avatar
Export Task
Easily export a task or task list to PDF.
Exporting a single task details - Within a task, click on the "Export to PDF" icon to export details of the task.
Exporting a task list - On the task list view under the Projects module, click on "Actions" and select "Export to PDF". This would generate a pdf containing all open task items sorted by due date.
Need additional guidance? See this step-by-step video: