You can view all completed tasks by pod, or client, using Insights. 1. In your account, go to Insights. 2. On the right hand side, select Pods (progress report). 3. Choose your name under Team Membe...
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Would it be possible to assign a task to more than one person?
At the moment it’s not possible to assign a task to more than one person. A feature to allow more than one Team Member is in our road map.
How can I organize tasks and task lists?
It is not possible to automatically organize tasks and task lists alphabetically, by date, or any other categories. To help organize and prioritize your tasks, you can: Change your task page view betw...
My co-worker accidentally removed a task. Can we retrieve it back?
Yes. You can retrieve a Task within 30 days (after which it is permanently removed from the system). Once inside a Pod, click on the gear then Removed Items. This removed items page will list everyth...
How do I focus on tasks to prioritize them?
Focus, as its name implies, is designed to help you focus on just some of your tasks. Think of Focus like your own personal planner for the near future. No one else can see your Focus page and Tasks m...
How do I change the task name?
Task names can be edited in two ways. Edit the Task name using Task options 1. Find the Task you want to edit and click on down arrow for “Task options”. 2. Click Update to save the new T...
How do I attach a file to a task?
You can upload a file from your computer, Dropbox, Google Drive, and Box. 1. Click on the task and scroll down to the comments section where you will have options to attach a file. 2. Select where yo...
How do I change an assignee of a task once I have added one?
You can change the Assignee of a Task at any time by opening the task details and changing the assignee. 1. Find the Task you want to edit and click on the Task name to open the Task details. 2. On ...
How do I assign a task to someone?
When you create a task, you can assign it to anyone who has been invited to your pod. Click Add Task and enter the task name, then choose from the assign drop down to assign the task. If you have alr...
How does the keyword “every month” works?
Having the keyword “every month”, sets the task to be due every month on the date that you choose. For example, if you enter a task name ‘Blog post every month’ and set the due...