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Task Management in Stack

Welcome to the enhanced Tasks List View in Stack! This feature is designed to streamline how you manage and track tasks, offering advanced filtering, customizable views, and an intuitive interface. Let's dive into how you can make the most of these capabilities.

Table of Contents​

  1. Accessing the Tasks List View
  2. Creating a New Task
  3. Managing Tasks
  4. Advanced Filters
  5. Sorting Options

Accessing the Tasks List View​

To get started with tasks:

  1. Navigate to Contacts > Tasks from the main menu.
  2. Explore the enhanced view, where you can filter, sort, and perform bulk actions at the top of the list.

Creating a New Task​

Creating tasks in Stack is simple:

  1. Click + Add Task in the top-right corner.
  2. Fill in the necessary fields:
    • Title: Provide a brief description of the task.
    • Description (optional): Add more details about the task.
    • Due Date and Time: Set a deadline for the task.
    • Recurring Task (optional): Enable this to create a task that repeats on a custom schedule.
    • Contact (optional): Assign the task to a specific contact.
    • Assignee (optional): Assign the task to a team member.
  3. Click Save to save and move to edit flow, or Save and Add Another to continue creating tasks.

Managing Tasks​

Here's how you can manage your tasks effectively:

  • Edit Fields: Use the pencil icon in the Actions column or click on the task title to modify details.
  • Delete Tasks: Select a task and click Delete. Remember, deleted tasks can be restored within two months.
  • Bulk Actions: Select multiple tasks to perform actions like marking them as done or deleting them.

Advanced Filters​

To narrow down your task list:

  1. Click Advanced Filters.
  2. Filter tasks by:
    • Assignee
    • Status (All, Due Today, Overdue, Upcoming)
    • Due Date
    • Custom fields (if applicable)

Sorting Options​

Reorder your tasks easily:

  1. Click Sort.
  2. Sort tasks based on:
    • Due Date
    • Title
    • Created At
    • Updated At

With these features, managing tasks in Stack becomes a breeze, allowing you to focus on what truly matters. Happy task managing!