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Working With Tasks

Help Center > Tips

Tasks in Samepage are managed in one of three ways:

1 Tasks on pages

2 Team tasks list

3 Tasks and task reports in your dock

Samepage Task Locations

1. Tasks on pages

Teams that typically create a new page for each project tend to put their tasks right on the page 1. This has a few unique advantages. First, this allows comments to be attached to a task. Comments can be made directly on a task simply by placing your mouse over the task and clicking the comment button that appears on the right. Second, this allows tasks to stay grouped together with other project content, such as maps, files, co-authored text, images, diagrams, etc. This often helps to provide more context to the task. These tasks also show up in the team's task list 2 with links to their pages for easy access.

Tasks can be created on a page in 2 ways.

  1. On a desktop computer, hover your mouse over a page and look for the "+" symbol following your mouse cursor around. Once you click it, you'll see "Task" among the options. On the Samepage mobile app, navigate to a page and tap the "+" symbol in the lower right corner. You'll see the option to create a new task in the bar that appears across the bottom of your screen.
  2. While typing on a page, start a new line with brackets []. Then hit the spacebar and type a task title. Then hit "Enter" and the line will be converted to a task. If you'd like to assign it to someone, start a line with brackets, hit the spacebar, type a title, hit the spacebar again, and then type the @symbol followed by the first few characters of someone's name. When you see the correct name auto-suggested, select it and hit enter. A new task will be created and assigned to the user you specified.

2. A team's Tasks list

Team tasks won't always belong on a page. In some cases, your team may find it more convenient to quickly create a task in the team's Task list 1. With the exception of being able to attach comments to the task, all other functionality is the same as a task on a page. Assign tasks to one or more people, set deadlines & reminders, priority, and add additional details.

Tasks on this list can be sorted by due date, priority, assignee, page, tag, or completed date. You can also filter the list by searching for specific terms 2.

To create a task in this section, click the "+ New task" button near the top left corner of your team Task list. Your new task will be visible alongside any tasks that live on team pages. Those tasks have a link to their page above the task details 3.

Samepage Task Locations

3. Tasks and task reports in your dock

Each user has their own task list and set of customizable task reports in the Samepage dock on the left 1. This section allows you to create & assign tasks teamless tasks as well as create customized task reports.

Custom reports can be created with the option in the upper right corner 2. These reports can be configured to show any combination of filters on progress, assignee, team, priority, due date, and more.

This section is also your notification center for any task-related updates. Those notifications are accessible with the bell icon above your list of reports. 3.

Samepage Tasks Assigned to Others

What should I learn about next?

Next, we recommend you check out our tips on desktop & mobile apps.

Need to take a step back?

If you feel like you're missing something, check out our tips on sharing files.