Desktop app? Yes please!

The Samepage Desktop App for makes it even easier to hop into Samepage. One click and you're in. Plus, it'll help you synchronize your team files to your computer for easy updating and offline access.

Samepage iOS App

Install our award-winning mobile app for free!

Samepage Android App

Install our award-winning mobile app for free!

Working With Tasks

Help Center > Tips

Depending on how your organization uses Samepage, tasks are typically managed in one of three ways:

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. 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 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 TASKS section 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 green "+" 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 green "+" symbol in the lower right corner. You'll see the option to create a new task in the green 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 then hit enter. A new task will be created and assigned to the user you specified.

2. Tasks in the team's TASKS section

Team tasks won't always belong on a page. In some circumstances, your team may find it more convenient to simply create a task in the team's TASKS section. With the exception of being able to comment directly on the task, all other functionality is the same as a task on a page. Feel free to assign tasks to one or more people, set deadlines & reminders, and add additional details.

To create a task in this section, simply navigate to it and click the green "+" symbol near the top of your screen.

3. MY TASKS section

Each user has their own private "MY TASKS" section. This section shows all tasks assigned to you, regardless of where they're located. This section also makes it easy for you to create tasks for yourself without having to navigate to a specific team. MY TASKS also stores all tasks you create when saving highlighted content or chat messages as a new task.

To create a task in this section, simply navigate to it and click the green "+" symbol near the top of your screen.

Viewing others' task lists

Your MY TASKS section also allows you to see a list of tasks assigned to other members and guests. Any tasks assigned to them in a team accessible to you will be visible here. 1

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.