Working With Tasks

Help Center > Articles > Tasks

Overview

Tasks on a Team Page

Team Tasks

Tasks In The Dock

Assigning Tasks

Entering Task Information

Viewing Task Deadlines on Calendars

Overview

Samepage gives you the flexibility to manage tasks in a way that suits your workflow. You can create, view, and manage tasks from three places in Samepage:

Tasks on a Team Page: Pages are often the central meeting place for team projects. They can host conversations, files, tasks, and many other project assets. They are a great tool for keeping project details and action items together in one place.

Team Tasks: This is a designated space to create, manage, and view all tasks within the team, including those on pages. Filter team tasks by all, Assigned,Unassigned, or Completed. Note: Team Task only applies to organizations created prior to November 2019.

Tasks In The Dock: Here you can view tasks across multiple teams and create tasks that don't belong to any particular team. You can also create and save customized reports about tasks anywhere in Samepage. To learn more about tasks in the Samepage dock, please read this help article.

Creating a task on a page

1. On a team page, click the green plus sign
2. Select Task from the drop-down menu. A popup window will appear and allow you to set up the task

Hotkey Tip: If you're on a page, type the parenthesis "()" followed by a space and task name. Then hit enter to quickly create the task. You can also @mention a fellow co-worker after the task name to automatically assign it to them.

For example, typing "() update report @john" will autosuggest co-workers named John. After clicking on the correct "John", hit enter. Your newly created task will be assigned to the John you selected.

Cut, Copy, and Paste Tasks: On a page, tasks behave in similar ways to other content. They can be dragged to other locations, highlighted and copied or cut and pasted to other pages. This is also an easy way to duplicate tasks if necessary.

Creating a task in a team's task list (pageless)

Note: Creating a task in a team's task list only applies to organizations created prior to November 2019.

1. From the team menu, select Tasks.
2. Click the "plus" sign, then enter task information.

To learn more about teamless tasks and task reports, please read this help article.

Tasks In The Dock

This section allows you to create teamless tasks and reports on tasks throughout Samepage. To create a teamless task:

1. From the dock, select Tasks.
2. Click NEW TASK.

Assigning a task

When creating a task, you have the option to:

• keep the task unassigned
• assign the task to yourself or someone else
• assign the task to multiple participants

Everyone involved with the task will see it in their respective My Tasks and Team Tasks sections. In addition, both the assignee and participant(s) will be able to edit the task and mark it complete.

Entering Task Information

You can add the following information to your task:

• Due Date and Reminder Time
• Assignee
• Participants
• Details
• Color Coding
• Progress Tracker (Pro-only feature)

Adding checklists, bullet lists, & numbered lists to a task

The "Details..." section of a task can be used to create structured lists.

Checklist

Simply click to edit the "Details..." section of the task, type brackets like this [], hit the spacebar, and type a title. Hit Enter and you'll see a clickable checkbox appear next to your new sub-task. Repeat the process to add multiple sub-tasks. It'll look like this:

Bullet List

Start by typing the asterisk symbol or a hyphen, a space, and a title. Upon hitting Enter, the asterisk will convert to a proper bullet point and the next line in the list will have one too.

Numbered List

Create a numbered list by clicking in the "Details..." section of the task, typing 1, a period, a space, and a title. Hit Enter and it'll kick into numbered list mode, creating a second line, starting with 2. Here's an example:

To edit a task:

Simply click on the task to display the task dialog. Make changes, then click 'DONE' on the top right to close the task dialog.

Viewing Task Deadlines in Calendars

You can view task deadlines in your calendars by:

1. Opening the calendar's 3-dot menu in the upper right corner
2. clicking "Show task deadlines".

Task deadlines will appear on your calendar. You can differentiate between them and regular calendar events by the small 'checkmark' icon next to the task name.