task

How do I see all completed tasks in a Pod?

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...

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...

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 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...

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