Organize Your Folders

The Feature Guide

The Feature Guide is an in-depth look at the features for Tasks on the Run. If what you're looking for is a quick overview, try taking the Tour.

Tasks on the Run offers several flexible ways to organize your work. At the highest level, you create limited-access folders to hold tasking data along with any content you want to share. Within these folders, you can use milestones and groups to organize related tasks.

Using Folders

Each folder can contain tracking-related items like tasks, milestones and groups, as well as shared content like notes, photos, and files.

The Folder Settings page showing where you add folders, on the left

Your Folders are also the place where you control user permissions. With just a couple of clicks, you can instantly specify any team member's access rights for a folder.

The Access page for a project folder

Using Tasks, Milestones, and Groups

Once you have added some folders, you can add tasks, milestones, and groups. You can then take any task and relate it to one of the milestones or groups that are in the same folder.

Both milestones and groups let you view a distinct set of related tasks. Milestones have due-dates, and are useful to manage tasks that all need to be done as a single phase of deadline-driven work. Groups are better suited to represent an ongoing stream or category of work. (As you'll see in a subsequent topic, groups can also be used with Tasks on the Run's Scheduling Worksheets.)

The Group page for a project folder, showing the related tasks

Next:  Use Familiar Terminology

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