The task section helps manage and keep track of the organization's internal operations and activities. You can use this section to keep track of the progress of recruitments, clients, etc. in different departments in your organization.
The task menu allows you to organize and customize the way your organization's activities are managed on erxes in the following ways.
- You can save multipleĀ PipelinesĀ on a singleĀ Board.
- There are two subdivisions forĀ pipelines, which can be customized according to Ā your organizationās operations. EachĀ pipelineĀ can be dedicated to a team within your organization.
If your organization does not have many team members, creating aĀ single pipelineĀ would be beneficial. As you can organize different deals/tasks in theĀ LabelĀ orĀ PropertiesĀ sectionĀ of the pipeline, it may be more convenient for a small team to work on one board. This saves time as it reduces time spent navigating around multiple screens as everything is sorted and funnelled into one page.
After setting up this section, you can learn more about how to use this menu effectively in theĀ TaskĀ menu.
How to create task boards and pipelines
- Click on theĀ Task board & pipelineĀ in theĀ SettingsĀ menu.
- ClickĀ Add boardĀ and enter the name of the board.
- Select the createdĀ BoardĀ and clickĀ Add PipelineĀ to create its subsections.
- Enter the following information to customize yourĀ pipelineĀ to your preferences.
- Name
- Visibility
- Public:Ā Visible to all members.
- Private:Ā Visible to only selected members.
- Background colour:Ā Choose a default or enter the color code.
- Board:Ā Choose the board the pipeline belongs to.
- Show only the userās assigned (created) deals:Ā Check this button if you would like all assigned tasks to be visible to all members.
- Stages:Ā This is essentially your timeline/stages of finishing a task. You will be able to add and categorize tasks under these created stages to discern what stage the ticket is at.
- Stage name
- Enter theĀ percentageĀ of the work that would be considered completed during this stage.
- EnterĀ DoneĀ at the stage where a task will be considered finished.
- You can view your customizations and add tasks to your board in theĀ TaskĀ menu. You can find this menu by clicking on the paper icon next to the search bar. For more information on how to use this menu effectively, check out theĀ TaskĀ menu.
