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Create & Update Task

Creating Tasks​

Depending on workflow configurations, users can create tasks through one of the following methods:

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  • In some configurations, administrators might program a Workflow Start Form to appear when creating a new task. This feature permits administrators make sure that users correctly fill out all the necessary information for a task and help teams stay informed of all created tasks.
  • Tasks can also be created through public surveys for users outside the Cotalker environment.

Creating tasks from the task view​

Task start survey:

create task
  1. From the task view toolbar, press the + icon.
  2. A survey form opens up.
  3. Fill out the survey and press Enter to create the task.

Creating tasks from the channel workspace​

By pressing the actions buttons found at the bottom of the channel workspace, a workflow start form opens up to initialize a new task.

create task

Updating Tasks​

Depending on users' permissions and role within the task, they will be able to view or update certain task aspects.

Once a task has been updated or modified a system message is sent to the task's chat channel notifying the change.

Updating tasks can be carried out through various means detailed below.

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If programmed by the administrator, a State Start Form window might also appear when trying to modify the task.

Task Details Panel​

You can update a task by opening a the Details panel. Open the Details panel either in the task or group view.

From the Task View​

edit task

From the Group View​

edit task

by pressing the title bar in the task's channel workspace when viewing by group.

Actions Button​

If configured, you can change a task's state using the actions button in its channel workspace, as shown below:

create task

  1. Press the actions button found at the bottom of the channel workspace.
  2. Select options with this icon to change the task's state to the one indicated in the menu.
  3. Select options with this icon to open a survey form. Survey forms can also be configured to create or update tasks.

Best Practices​

Task State Names​

State names should begin with a number or individual letter corresponding to their order in the group panel and task view. For example: "1. Backlog", "2. Doing", "3. Finished", "4. Unable to Complete". Since states are elements within collections, their names are configured and edited from the settings panel in the Database panel.

Associating Tasks from Different Workflows​

If needed, tasks that belong to different workflows can be associated with one another.