How to create a personalised task list

What are some of the options available in the task search window ?

Search Options

Description

Assigned to

Choose whose tasks you would like to search/include in the task list. Set up task lists for yourself or your team

• Employees - Select individual or multiple employees

• Roles - List of tasks by role (Creative Director, Designer)

• Departments - List of tasks by Department (Creative, Studio)

• Not assigned - list of tasks not assigned to anyone

Dates

Choose a date type and a date range for the task list

Choose a Date type:

• No Dates: Search/Included tasks which do not have dates

• Suggested Dates: Proposed scheduled dated

• Actual Dates: Booked/Locked in dates

• Choose a date range:

Task status

Great way to track the progress of each task by status. For example

• Potential

• Proposed

• Active

• completed

These may vary by client

Job types

Create list by your active job types. For example

• Brand

• Print Creative

• Digital Media

These may vary by client

Budget types

• No Budget - Tasks with no budget

• Value only - Tasks with Value only

• Minutes and Value - Task with minutes (Internal tasks)

• Units and Vale - Tasks with Units ( External tasks)

Priority

Search by priorities stars

• 1 Star

• 2 Star

• 3 Star

• 4 Star

• 5 Star