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Need SMS help? Our dedicated SMS/TCR team is here for you.
Need SMS help? Our dedicated SMS/TCR team is here for you. Chat with a live agent, ask our community, or call 1-888-898-4591 (Opt 3). Carriers now require TCR compliance to send text messages.
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
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
Click
Message
in the navigation bar.
Use the
Search conversations
field (a) to locate a conversation or select a conversation from the
Direct Messages
or
Teams
lists (b).
Click the
Create a task
check icon, located above the message field at the bottom of the app.
Fill out the task form. See
Task form fields
for a description of the fields.
Click
Post and close
to create the task and close the window or click
Post and new
to 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 the
Filter tasks
search bar in the
Tasks
tab in the Workspace menu. You can create a new category by typing the name of the category and clicking
Create 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 include
None
,
Every day
,
Every weekday
,
Every week
,
Every month
, or
Every 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 the