Task Management

The task management system helps you organize and track all your renovation activities:

Creating Tasks

1. Click the "+ Add Task" button in the task view
2. Fill in the task details:
   • Title: Clear, descriptive name for the task
   • Description: Detailed explanation of what needs to be done
   • Due Date: When the task needs to be completed
   • Project: Which renovation project this task belongs to
   • Priority: Low, Medium, or High importance
   • Tags: Optional labels to categorize tasks
3. Optionally mark as milestone for significant project points
4. Assign to team members if needed
5. Click "Save" to create the task

Task Views

Choose from different ways to view your tasks:

• List View: Traditional list format showing all task details
• Kanban Board: Drag-and-drop cards organized by status
• Calendar View: Tasks displayed on a calendar by due date

Keep your tasks well-organized with these features:

Grouping Options

• By Status:

  Group tasks as Not Started, In Progress, or Completed

• By Project:

  See all tasks related to specific renovation projects

• By Priority:

  Group tasks by their importance level

• By Due Date:

  Organize tasks by when they're due

Filtering and Sorting

• Search:

  Find tasks by title, description, or tags

• Filter by:
  • Project name
  • Priority level
  • Task status
  • Due date range
  • Assigned team member
• Sort by:
  • Due date (earliest/latest)
  • Priority (highest/lowest)
  • Title (A-Z)
  • Status

Work together effectively by assigning and sharing tasks:

Assigning Tasks

1. Open a task and click the "Assign" dropdown
2. Select a team member from the list
3. The assignee will receive a notification
4. They'll also get an email with task details

Task Comments

• Adding comments:

  Share updates, questions, or feedback on tasks

• @mentions:

  Tag team members using @ to notify them about comments

• File attachments:

  Share relevant documents or images in comments

Task Sharing

• Share task details with contractors or suppliers
• Generate shareable links to specific tasks
• Control what information is visible to external parties
• Track who has viewed shared tasks

Monitor and update task status throughout your renovation:

Status Updates

• Changing status:

  Mark tasks as Not Started, In Progress, or Completed

• Progress tracking:

  Add completion percentage for better progress visibility

• Milestone tracking:

  Special indicators for completed milestone tasks

Task Dependencies

• Link related tasks together
• Set prerequisites that must be completed first
• View dependency chains in the task view
• Get alerts about blocked tasks

Progress Reports

• View completion rates by project or time period
• Track overdue and upcoming tasks
• Monitor team member workload
• Export task data for reporting

Stay informed and automate routine task management:

Automated Notifications

• Assignment notifications:

  Automatic alerts when tasks are assigned to you

• Due date reminders:

  Get notified before tasks are due

• Status updates:

  Alerts when task status changes

• Comment notifications:

  Get notified of new comments and @mentions

Notification Settings

1. Go to your account settings
2. Select "Notifications"
3. Choose which notifications to receive:
   • Task assignments
   • Due date reminders
   • Status changes
   • Comments and mentions
4. Select notification methods:
   • In-app notifications
   • Email alerts
   • Mobile push notifications
5. Set quiet hours if needed

Follow these tips for effective task management:

Task Creation Guidelines

• Clear titles:

  Use specific, action-oriented task names

• Detailed descriptions:

  Include all necessary information for task completion

• Realistic deadlines:

  Set achievable due dates with buffer time

• Proper prioritization:

  Assign priority levels based on project impact

Task Organization Tips

• Group related tasks together
• Use consistent naming conventions
• Add relevant tags for easy filtering
• Keep task lists manageable in size

Communication Best Practices

• Update task status regularly
• Use comments for important updates
• Tag relevant team members in discussions
• Document key decisions in task comments