Creating tasks in the RingCentral app
Tasks help you to stay on top of all your projects by providing visibility on the items assigned to you by your teams. You can create tasks for yourself or others in the tasks tab or in a direct message, group chat, or team conversation.
Once a task has been created, you can view and manage it in the conversation details within the
Message
tab, or in the Workspace
tab. To learn more, visit Managing tasks.Creating tasks in the desktop or web app
Tasks can be created in the
Workspace
menu under the Calendar
or Tasks
tabs or directly in a conversation.Creating tasks in the Workspace menu
- ClickWorkspacein the navigation bar.Note: If you don’t seeWorkspace, click the three-dotMoreicon. For more info about customizing the menu tabs, go to Customizing tabs in the RingCentral app desktop and web.
- Click theTask createdplus icon (a) on theTaskstab or click theCreate a taskcheck icon (b) on the upper right.Note: TheCreate a taskcheck icon can also be found under theCalendartab when managingAll tasks and eventsandOnly tasks with due dates.
- Fill out the task form. SeeTask form fieldsfor a description of the fields.
- ClickPost and closeto create the task and close the window or clickPost and newto finish creating that task and open a new task.
Once you create a task, a quick pop-up message will appear at the top of the app. Click on
Go to conversation
to see the task in the message thread of the team you selected. The post will include some or all of the following information: the task name, the task duration, the task assignees, and the task description.Creating tasks in a conversation
- ClickMessagein the navigation bar.
- Use theSearch conversationsfield (a) to locate a conversation or select a conversation from theDirect MessagesorTeamslists (b).
- Click theCreate a taskcheck icon, located above the message field at the bottom of the app.
- Fill out the task form. SeeTask form fieldsfor a description of the fields.
- ClickPost and closeto create the task and close the window or clickPost and newto finish creating that task and open a new task.
Once you create a task, it will appear in the message thread and will include some or all of the following information: the task name, the task assignees, the task duration, and the task description.
Task form fields
- Task title: The preferred title of the task.
- Team: The name of the person, group, or team where the task will be posted in. This setting only appears when configuring a task in the Workspace menu.
- Category: Creates a category or assigns an existing category to a task. Tasks associated with a category can be searched using theFilter taskssearch bar in theTaskstab in the Workspace menu. You can create a new category by typing the name of the category and clickingCreate new category.
- Assignee: The user(s) assigned to the task. Assignees must already be a member of that conversation.
- Due date: The date on which you’d like this task to be completed. Use the datepicker to select a date.
- Due time: The time you want the task completed on the due date.
- Repeat: Choose from a dropdown menu how frequently you’d like this task to repeat (if at all). Options includeNone,Every day,Every weekday,Every week,Every month, orEvery year.
- Complete when: Set the condition in which you’d like this task to be marked as complete. Options include the following:
- Checked: When the task is checked by one person, this will mark the task as complete.
- Checked by all assignees: If this task is assigned to multiple people, choose this option to ensure that the task will not be marked as complete until all assignees have checked this task.
- 100% done: If you’d like to set this task so it can be completed in 10% increments, select this option and it will be marked as complete once they get to 100%.
- Color tag: Select the color you’d like to set for this task.
- Enter task description: Provide a task description in the field at the bottom of the window. Use theAttach filespaperclip icon to attach any relevant files, or select theEmojismiling face icon to include an emoji.