General overview of Tasks
In Plannr, Tasks are an easy way to keep track of what needs to be done.
From your Dashboard you can see any upcoming tasks at a glance. Using the icons at the top, you can switch between tasks with or without a due date, and between list view and calendar view.
To view all your tasks, click on My Tasks from the left hand side menu.
Here you can see the main task kanban board. Plannr will automatically apply a filter to only show you your own tasks but, if you are an Owner or Admin, you can press the Reset Filters button and see all tasks assigned to all employees. More information on the different filters available can be found here.
The columns at the top represent Task Statuses and are configured in the Settings. More information is available here.
You can drag a task to a different column to change the Task Status.
Clicking on a task takes you to the task in the client, case or plan that it is stored against. Here, you can view the description of the task, any notes that have been made on it and any subtasks associated with it. You can also mark a task as done by selecting the Complete button, highlighted below.
You can also edit the task from this page. More information on adding and editing tasks can be found here.
From your Dashboard you can see any upcoming tasks at a glance. Using the icons at the top, you can switch between tasks with or without a due date, and between list view and calendar view.
To view all your tasks, click on My Tasks from the left hand side menu.
My Tasks
Here you can see the main task kanban board. Plannr will automatically apply a filter to only show you your own tasks but, if you are an Owner or Admin, you can press the Reset Filters button and see all tasks assigned to all employees. More information on the different filters available can be found here.
The columns at the top represent Task Statuses and are configured in the Settings. More information is available here.
You can drag a task to a different column to change the Task Status.
Clicking on a task takes you to the task in the client, case or plan that it is stored against. Here, you can view the description of the task, any notes that have been made on it and any subtasks associated with it. You can also mark a task as done by selecting the Complete button, highlighted below.
You can also edit the task from this page. More information on adding and editing tasks can be found here.
Updated on: 02/07/2024
Thank you!