Organize Your Work

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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Streamline Your Tasks

Tasks on the Run streamlines the task management process in several ways. To start, basic activities like adding and editing tasks have been designed to be as friction-free as possible with a minimum of clicking, typing and page navigation.

• Add, edit and delete tasks quickly and easily
• Use defaults to minimize data entry steps
• Define custom priority levels and categories
• Add comments, files, and tags to tasks
• View an audit trail of changes to tasks

There are several additional tasking features that add flexibility without sacrificing ease of use. You can define your own priority levels and categories. You can add comments, files, and tags to your tasks. You can track an audit trail of changes, and you can handle tasks as either simple to-do lists or multi-step processes. Whichever fits best.

This is the Task Details page showing the basic properties for a task

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Organize Your Folders

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.

• Use folders to store tasks and share content
• Use milestones and groups to manage related tasks
• Use priority levels, categories, and tags as additional ways to organize tasks

Within each folder you can add tasks, and you can organize these tasks with milestones and groups. Milestones have due-dates, and are best suited for time-boxed phases of work. Groups are best suited for ongoing work.

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Use Familiar Terminology

Once organized, you can specify what your folders are called on your website, and you can specify what groups and tasks are called in each folder.

• Specify your own captions for folders
• Specify your own captions for groups and tasks in each folder

So you can call your folders "Buildings" if you're a property manager. Or you can call your tasks "Bugs" if your team supports a software product.

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Customize Your Workflows

As we like to say, Tasks on the Run is not hardwired for just one industry or methodology. In the case of workflows, you are not limited to pre-defined steps for your tasks.

• Define your own workflows by creating sets of status codes
• Adjust the steps in your workflows, or even convert the tasks in a folder from one set of steps to another, all on the fly

Instead, you can create your own custom status codes and use these to define the steps you want your tasks to progress through. Even better, the changes you make to your workflows can be done on the fly, without ever interrupting work.

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Next:  Track Your Progress

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