Hibox - Task Management
How to Export Tasks
Last Updated: November 18, 2022Click on the Task section on the left-hand sidebar of Hibox. Apply all the filters you need (by assignee, stream, keyword, etc) Then click on ‘Export’ located on the top right. This will export your tasks into a separate Excel...
How to Edit Tasks
Last Updated: November 18, 2022Go to the left-hand sidebar of Hibox and click on Tasks. Select the task you want to edit. On the right-hand side, you will have the option to add a description, attachments, comments, and even subtasks and time-tracking.
How to Create a Task Template
Last Updated: November 18, 2022Our new task template feature enables you to select a range of tasks that you frequently complete, for example contacting leads or onboarding new clients, and add them to as many different streams as you want. This saves a lot...
Time Tracking
Last Updated: November 18, 2022Click on a task (it can be on the stream or the task view), and you will see the “Task Details” sidebar on the right of the screen. Click “Start”. It will start to track the time you are spending...
How to Delete a Task
Last Updated: November 18, 2022Go to the left-hand sidebar of Hibox and click on Tasks. Select the task you have created. You can only delete tasks that you have made. On the right-hand side of the screen, you will see the ‘Task Details’ box....
How To Restrict Task Editing
Last Updated: November 18, 2022If you want to prevent certain user roles from editing tasks, follow this procedure: Click on your name in the lefthand sidebar of Hibox. Click on Security Deselect the “Edit all tasks” option for the desired user role Click on...
Can I Assign a Task to More Than One User?
Last Updated: June 12, 2024Each task can be assigned to one user only, from a stream or from the Task View, by clicking on the “+” sign to the left of the task. For more complex tasks that involve multiple users you can create...
How to Add Comments and Attachments to Tasks
Last Updated: June 8, 2024Click on the task you want to modify. The Task details bar will appear on the right-hand side of the screen. Here you can add attachments such as financial reports or PowerPoint presentations. You can also add comments, such as...
Change a Task Priority
Last Updated: September 27, 2023Go to the Tasks view on your Hibox account. Locate the specific task for which you want to set or change the priority. Click on the task to open its details. Look for a field or dropdown menu labeled “Priority”...
