Tasks is one of two secondary rows within your Pipeline tracker. Tasks can be created in your tracker or can be created on your dashboard. Saved tasks appear in both the Tasks widget and to corresponding targets in Trackers.

Creating a task:


  1   Click the caret on the left in a row.

  2   Click Tasks to go to the second page of the secondary rows. 

  3   Click Add. A window appears with the Tracker and Target Name populated.

  4   The only required field is Subject. Add task details. 

  5   Click Save.

or, in the Dashboard:

  1   In a Tasks Widget click Create New.

  2   The only required field is Subject. Add task details. 

  3   Click Save.



Deleting a task:


  1   Click the caret on the left in a row.

  2   Click Tasks to go to the second page of the secondary rows.

  3   Select a task by clicking in it's checkbox. 

  4   Click the Delete button.

  5   Click Delete to confirm.

or, in the Dashboard:

  1   In a Tasks Widget click a Tasks subject.

  2   Click Delete.

  3   Click Delete to confirm.


Completing a task:


  1   Click the caret on the left in a row.

  2   Click Tasks to go to the second page of the secondary rows.

  3   Click the radio button toggle in the Subject column. Click it again to remove completion. An email notification will go out every time this button is clicked. 


Or, in a Tasks Widget on the Dashboard, click a radio button toggle. Click it again to remove completion. An email notification will go out every time this button is clicked. 



Return to the dialog window editor:


  1   Click the caret on the left in a row.

  2   Click Tasks to go to the second page of the secondary rows.

  3   Hover your mouse on a row.

  4   Click the double sided arrow icon that appears on the left.