Create your first task with ease

A task is the base element in the Logicalplan App. It is an entity to which you can assign a member, date and other attributes. Members can communicate between each other and share a variety of documents within the task.

A task is always a part of some Task list. Its creation is very simple in LogicalPlan as you can see in the video below.

Let’s explore the task detail and describe what such a task can consist of.

Contents of the task detail

On the left side of the task panel is the task information and communication tool

Associated project – The name of the workspace to which the task is assigned.

Associated list – The name of the list to which the task is assigned.

Name of the task – Try to describe the task as accurately as possible.

Description – Task descriptions allow you to describe, give directions, or add any other context for a task.

Attachments – Attach any relevant files or documents that are needed for the task.

Checklist – Checklist breaks a task into smaller pieces. Subtasks, like tasks, have comments and assignees which you mark with @membername.

Comments – Comments about a task or conversation offering help, answer questions, and help move work forward.

TIP #1:  Tag the member’s name for better clarity

If a large number of followers are assigned to one task, there may sometimes be chaos and confusion in the comments. For better clarity in these situations, tag the member’s name via @membername and make the communication more visible and easier to follow.

TIP #2: Add the attachment in the comment

In the case of multiple attachments to one task, it may sometimes be difficult to find the right one. Add the attachment directly in the comment using #attachmentname.

All relevant attachments from the list will be displayed. Select the attachment you want and you can be sure that your followers will not overlook it!

On the right side of the task is the task settings

Assignee – The person responsible for the task or subtask. LogicalPlan allows one assignee per task or subtask.

Due date – Date the task is due.

Estimated time/Real-time – Reviewing the estimated time will help you, for example, to set a project more accurately in the future. It can be used for guests as a time guideline.

Followers – Add followers to any task and they will receive notifications about updates to the task.

Guests – Add guests to the task but only as a “guest member”. You will do that by typing the guest’s email, he or she will then receive an automated email with a direct link to the particular task detail you would like them to be involved in. The member DOES NOT have to register for LogicalPlan.

Priority and Workflow – You can individually set the Priority of the task and the stage of the Workflow.

TIP #1: Creating unplanned tasks

In LogicalPlan, you also have the option to create unplanned tasks. This means that you do not have to fill in the Assignee, or date. You can use unplanned tasks if you don’t know, for example, which member will work on the task.

You can then fill in the Assignee once you know, but you can still add the task to the structure of your project before then. How simple!

TIP #2: Responsibility for the task

How can you tell who is responsible for the task and who is only part of the team that works on the task? When you are only a follower on a task, you will see an eye icon next to the task name on your timeline.

The color of the task will also be slightly faded. Tasks you are fully responsible for will appear in solid color with a member icon on them. Just one look and you’ll have an overview!

TIP #3: Save time by using the copy task function

Do you still repeat the same tasks? And are you tired of filling them in over and over again? Save time and make it an easy job by using the copy task function in LogicalPlan. Just a few clicks and it’s done. Try this!

How easy is it to create new tasks in the other workspace tools?

Mind map tool

TIP: Mind map tool for creating projects

The mind map tool is amazing for creating a project structure that you can still edit during the project. Give freedom to your thoughts!

Timeline

TIP: Creating a schedule of the project using Timeline tool

Do you need to create a schedule of the project? Timeline tool is the way to go!

Let’s imagine you are organizing a work function and you were given a set date. All the tasks you would create in order to make this function happen will appear on the timeline so you can easily see what has to happen when and how much time you have to organize everything. It is super easy and time efficient!

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