2.2. Creating tasks for your workspaces


Add your first few tasks

(VIDEO)

Creating a new task is very easy, as seen in the video above. Just click on the line “Create a new task”. Then you will see the outline of the task that you can add your own details to.

Tip:

In LogicalPlan, you also have the option to create unplanned tasks. This means that you do not have to fill in the Assignee, task name, 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 when you are sure later, but you can still add the task to the structure of your project before then. How simple!

Tap any task to view its details. Contents of the task detail:

(SCREEN)

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 @memebername.
Discussion – Discussion on a task or conversation to offer help, answer questions, and help move work forward.

Tip 1:
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.

(SCREEN)

Tip 2:
In the case of multiple attachments on 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!

(SCREEN)

The right column in the detail of the Task

(SCREEN)

Assignee – The person responsible for the task or subtask. LogicalPlan allows one assignee per task or subtask.
Due date – The date that a task is due.
Estimated time/Real-time – Checking back will help you, for example, to set a project more accurately. Or you can use it for guests as a time meter.
Team – Add a team to any task and they will receive notifications about updates to the task.
Associated status (label) – Use status to mark tasks. You can individually set the status for each project.

Tip:
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 to them. Just one look and you’ll have an overview!

(SCREEN)

What, among other things, can I do with tasks?

(SCREEN)

Tip:
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 other workspace views?

Mind map tool

(GIF)

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

Timeline

(GIF)

Tip:
Take advantage of the very useful function of creating links and dependencies between tasks, which will facilitate the project progress. You’ll never face a situation where you suddenly cannot work on other tasks due to previously unfinished tasks So important!

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