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All topics

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

  1. Click
    Workspace
    in the navigation bar.

    Note: If you don’t see
    Workspace
    , click the three-dot
    More
    icon. For more info about customizing the menu tabs, go to Customizing tabs in the RingCentral app desktop and web.

  2. Click the
    Task created
    plus icon (a) on the
    Tasks
    tab or click the
    Create a task
    check icon (b) on the upper right.

    Note: The
    Create a task
    check icon can also be found under the
    Calendar
    tab when managing
    All tasks and events
    and
    Only tasks with due dates
    .

  3. Fill out the task form. See
    Task form fields
    for a description of the fields.
  4. 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, 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

  1. Click
    Message
    in the navigation bar.
  2. Use the
    Search conversations
    field (a) to locate a conversation or select a conversation from the
    Direct Messages
    or
    Teams
    lists (b).
  3. Click the
    Create a task
    check icon, located above the message field at the bottom of the app.

  4. Fill out the task form. See
    Task form fields
    for a description of the fields.
  5. 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
    Attach files
    paperclip icon to attach any relevant files, or select the
    Emoji
    smiling face icon to include an emoji.
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