Recooty’s task management feature makes it easy to assign, track, and manage tasks for yourself and your team. This guide will show you how to use the To-Do list effectively.
Accessing the To-Do List
Log in to your Recooty dashboard.
Click the checkmark list symbol in the upper-right corner of the dashboard.
You will see three tabs:
My Tasks
Team Tasks
Archived Tasks
1. My Tasks Tab
This tab shows all the tasks assigned to you.
You can filter tasks to see:
All Tasks: Tasks assigned by you and your team members.
Tasks Assigned by Others: Only tasks given to you by your team.
2. Team Tasks Tab
This tab displays tasks assigned to your team members.
You can view:
Who assigned the task to whom.
When it was assigned.
If it is marked as a priority task.
You can also filter the view to see:
All Team Tasks: All tasks assigned to the team.
Tasks Assigned by You: Only the tasks you have assigned.
3. Archived Tasks Tab
This tab displays tasks completed by the team member, but they must manually archive the tasks assigned to them.
Creating a New Task
To create and assign a new task:
Click the “New Task” button.
Fill in the task details:
Priority: Check the high-priority box if this task needs immediate attention.
Title: Add a name for the task.
Description (Optional): Provide details for the task if needed.
Assign to Team Members: Select a team member’s name from the dropdown.
Visibility Settings:
Decide if the task is visible only to the assigned member or to the entire team.
Click "Add This Task" to save it.
Editing Tasks
You can edit tasks that you’ve created.
Changes can include title, description, priority, or visibility settings.
Recooty’s task management system helps you stay organized and coordinate effortlessly with your team. Whether you’re assigning tasks or completing them, the To-Do list simplifies your workflow.
If you need help or have questions, contact Recooty Support at [email protected].