Tasks
Uploading a Document
Last Updated: July 23, 2026Uploading a Document 1. Click "Board Management" on the left side menu 2. Scroll down to find the "Documents" section on the sub-menu 3. Click "Upload Document" 4. Enter the "Document Title *" 5. Choose a "Category" 6. Set the...
Uploading Files to a Task
Last Updated: July 23, 20261. Click "Board Management" on th left-side menu 2. Click "Tasks" on the sub-menu 3. Scroll down and click "+ Choose Files"
Finding a Task
Last Updated: July 23, 2026Finding a Task 1. Click "Board Management" on the left side menu 2. Click "Tasks" on the sub-menu 3. Click "Filter" 4. Search tasks by name 5. Filter by "Status" 6. Filter by "Priority" 7. Filter by "Assignee" 8. Filter...
Deleting a Task
Last Updated: July 23, 2026Deleting a Task 1. Click "Board Management" on the left side menu 2. Click "Tasks" on the sub-menu 3. Click the trash can icon to the right of each task 4. Click "OK" to confirm
Changing a Task Status
Last Updated: July 23, 2026Changing a Task Status 1. Click "Board Management" 2. Click "Tasks" on the left side menu 3. Find the "Status" Column and use the dropdown menu option to change the status
Reassigning a Task
Last Updated: July 22, 2026Reassigning a Task 1. Click "Board Management" on the left side menu 2. Click "Tasks" on the sub-menu 3. Find the "Asignee" column, and use the dropdown menu to re-assign
Editing a Task
Last Updated: July 22, 2026Editing a Task 1. Click "Board Management" on the left side menu 2. Click "Tasks" on the sub-menu 3. Find the task you want to edit on this section, or scroll down 4. Click the "Edit" button to the right...
Creating a New Task
Last Updated: July 22, 2026Creating a New Task 1. Click "Board Management" on the left side menu 2. Click "Tasks" on the sub-menu 3. Click "+ New Task" 4. These are the new task details 5. Fill out the Basic Information such as the...
