How do I see and add to my task list in Team management?
The Tasks tab is a searchable, filterable list of every task, with a button to add a new one. To actually work a task, claim it from your workspace instead.
The Tasks tab is where you browse, search and add tasks. It shows you what exists across your whole organization, it isn't where you actually pick up and work a task, that happens on the Workspace tab instead.
See your tasks
- Open TMS, then the Tasks tab.
- Switch between List and Board using the buttons at the top right. List is a table, Board groups tasks into columns by status: Open, In Progress, Completed and Cancelled.
Filter what you see
Above the list, narrow it down by Status, by Assignee (everyone, or just you), and by Priority. Clearing a filter is as simple as switching it back to All.
Add a task
- Click New task.
- Fill in the details.
- Save.
It appears in your list right away.
Actually working a task
This tab doesn't have a claim or complete button of its own, it's a browse and search view. To pick one up and start your timer, open the Workspace tab and claim it from your ranked list there, see How do I claim a task from my workspace, and finish it?
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More in Team management: your day
The other guides people read alongside this one.
- How do I find my way around Team management?
Team management (TMS) is one screen with tabs. Click TMS in your sidebar, then pick the tab for what you need.
- What is on my Team management workspace, and how do I use it?
Your workspace is a screen split into four parts: your task list, the conversation with whoever you're helping, their record, and the controls for finishing or returning a task.
- How do I claim a task from my workspace, and finish it?
Claim a task from your ranked list, work it with the timer running, then complete it with a note or send it back.
- How do I clock my time in Team management?
You don't clock in or out by hand. Peakify times you automatically from the moment you claim a task to the moment you complete or return it.
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