Advanced Tools

The Tour

Connect Your Team Use the Team Blog Share Content & Files Follow Discussions	Organize Your Work Organize Tasks Manage Workflows Use Familiar Naming	Track Your Progress Track Changes Track Due Dates Create Tracking Folders	Advanced Tools Do Batch Updates Manage Schedules Setup Customer Portals

The Tour is a quick sixty second overview of Tasks on the Run. Use the links in the boxes above to jump to the topics that interest you most. You can find more in-depth information about anything you see here in the Feature Guide.

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Do Batch Updates

In the previous topic, we told you how you can use the Task Search feature to create click-able tracking folders. Another useful trick that the Task Search supports is performing batch updates.

You simply take the results of any task search, select the individual tasks you want to update, then choose which attribute to target and select a value. This is the fast way to do things such as reassign all your low-priority tasks to a particular person, or update the status for all the overdue tasks in a milestone.

This is the Task Search page showing search results which you can select for a batch update

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Manage Schedules With Worksheets

Tasks on the Run's worksheet tool makes it easy to visually organize and schedule your team's work. In one place you can record tasks, juggle their due dates, and set time estimates and assignments.

• Visually organize task schedules
• Work with real-time data

At all times, you are working with real-time data, so your schedule always reflects task updates from your team, and you don't have to manually maintain a schedule separately from your tasking data.

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Set Up Customer Portals

Customer Portals let you present a pared-down version of your website to those who don't need full access.

• Share information with stakeholders
• Invite participation from customers
• Activate the portals you want and control who has access

Tasks on the Run comes with several built-in customer portals, and you can instantly activate the ones you want, and pick which customers will have access.

Ready to start working with your own Tasks on the Run website? You can sign up for the unlimited free plan in seconds.