Introduction
Task Management
Keep track of your work by assigning tasks to yourselves or other users.
Tasks help you track work that needs doing and hand it to someone else in the instance.
Review the tasks assigned to you
1. Click the notifications icon in the top right corner. The Notifications panel opens on the New tab.
2. Click the Tasks tab.
Click a task to see its details, and mark it Done when you have finished it.
Create a task
1. From the Tasks tab, click New Task.
2. Give the task a Title, choose who it is for in Assign To, and describe the work in Details. All three are required.
3. Optionally set a Due Date.
4. Set the URL where the work should happen. Choose This Page to use the page you are on, or Custom to enter a different address.
5. Click Save Task.
The task appears in the Tasks tab for you and for the person you assigned it to.
Tasks in Agility are designed to help you track work that needs to be done and increase collaboration with other users in the CMS.
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Reviewing your Tasks
To view tasks that are assigned to you, click the Tasks icon from the top navigation bar in the CMS.
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Any open tasks you have will be counted and displayed on the Tasks icon.
Click on a Task to review the details of it.
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Completing a Task
When you have completed a Task, click the checkbox representing the task.
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This will mark the task as complete.
You can re-open the task by clicking the same checkbox again to undo your completion action.
Creating a New Task
To create a new Task, click + New within the Tasks panel.
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Next, give your Task a Title, assign it to a User, enter the Details of the task, optionally set a Due Date, and set a relevant Url. Setting a Url for a task can help point the user to the right place regarding a specific content item in Agility or a Url on a website.
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Click Save to add your Task.
View Tasks Assigned by You
When assigning tasks to other users, you may want to check the status of their tasks to check their progress.
To check tasks assigned by you, click on the list filter button and select Tasks Assigned By You.
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View Completed Tasks
To check the tasks that you've completed, click the list filter button and select Your Completed Tasks.
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