How do I record, assign and tick off tasks?

A task is something that has to get done but is not a fee-earning work item: a call to the planning department, a missing document, ordering materials. Tasks live under Daily → Tasks, and they also appear on the Home page and in the calendar.

How do I add a task?

+ New task asks for a Title (required) and, if you like, notes, a priority (urgent, high, normal or low), a due date and a project that is under way — and, if you like, a work item of that project (the list shows only its own; choosing another project empties the choice). When the office has a team you also choose who it is assigned to, and they are notified. A date in the past is allowed: the task simply shows as overdue straight away. A Reminder — on the due day, 1 or 2 days or 1 week before — comes to the bell that morning, once; never by email.

What do the tabs and filters show?

The filters narrow the list by priority, project, assignee and due-date range; the search looks through titles, notes and assignees' names. Open tasks come first; among them the urgent ones on top, then the nearest deadline.

How do I tick off one task, or several at once?

The box on each row marks a task complete or reopens it. Tick several and the bar that appears completes them, assigns them to someone or deletes them in one go. Deleting sends a task to the Trash.

When do reminders come?

On the day a task is due, its assignee gets a notice in the app. Once the deadline has passed they get an email too — or, if nobody is assigned, the office's management does — once for each due date.

Who can write tasks?

Everyone in the office can see the list. Without this permission the buttons for adding, editing and deleting are not shown, and the tick box is greyed out. Your own tasks are gathered in Team › Me › My tasks.