How do I add/edit/complete a task?

  • Updated

 

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                                              Creating a task

 

 

Go to the dashboard

                                               Dashboard.png 

Look for the task panel

Screen_Shot_2022-01-11_at_3.27.28_PM.png

Click the + icon  

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Make your task

Click the add button

 

 

 

 

 

                                                Editing a task

 

In OneLink when you edit a task you can add subtasks, attachments, or notes.

  Go to the dashboard

                                                       Dashboard.png 

  Look for the task panel

Screen_Shot_2022-01-11_at_3.27.28_PM.png

  Click the task you'd like to edit

  Edit your task

  Click save changes 

 

 

 

 

 

 

                                             Completing a task

 

In OneLink when you edit a task you can add subtasks, attachments, or notes.

Go to the dashboard

                                                     Dashboard.png 

Look for the task panel

Screen_Shot_2022-01-11_at_3.27.28_PM.png

 

Click the task you'd like to complete

Look for the progress bar at the bottom left

                               Screen_Shot_2022-01-11_at_3.30.43_PM.png

 

Click and drag the small bar from 0% to 100% 

                            Screen_Shot_2022-01-11_at_3.31.02_PM.png

 

Click save changes 

Add completion notes (not always required)

Click Save

 

          Screen_Shot_2022-01-11_at_3.31.20_PM.png

 

                                                   

 

 

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