Tasks

Your task manager. Beta Version

Content

[Tasks](### Tasks)
[Before you begin](### Before you begin)
[Create a task](### Create a Task)
[Private tasks](### Private Tasks)
[Follow Tasks](### Follow Tasks)
[Create tasks in a Rev](### Create tasks in a Rev)
[Filter your tasks](### Filter your tasks)
[Manage your tasks](### Manage your tasks)
[Tasks groups](### Tasks groups)
[Easily search tasks](### Easily search tasks)
[Kanban View](### Kanban View)
[Tasks notifications](### Tasks notifications)
[Mobile app version](### Mobile app version)
[Create tasks offline](### Create tasks offline)

Tasks

The fastest, most effective, and powerful way to create, assign, and track tasks with all your teammates.
Rever now allows you to have a work manager in addition to the Revs activity that you already know. Tasks allows you to track, visualize plans, follow up, and discuss those quick and easy actions that require an actionable record so you or your team don't lose track of the work.

Before you begin

Tasks is a new section located in the main Rever menu, available for all users on the web and mobile versions:

• Create and assign
• Collaborate
• Track
• Filter and visualize
• Follow-Up/Discuss
• Complete

Create a Task

Access the new section Tasks or click on the "+" button and select Task and fill in all the important details and options:

• Title/name to your Task (Make sure to include the essential data)
• Status:
• Open
• In Progress
• Completed
• Assignees: Assign the user to track and complete the Task
• **Priority: **
• High
• Medium
• Low
• No Priority
• **Description: **What is the required action
• **Images: **Add up to five images
• Attachments: Attach any files concerning the task
• Add comments and mention your colleagues
• Actionables:
• Duplicate: Easily duplicate the task and start from there
• Share your task: Share it with anyone by copying the link
• Delete: Remove your task, only the creator can delete it
• **Edit: **
  º Private: Only the creator and the assignee can edit a Task
  º Public: Any colleague can edit a public Task

Private Tasks

You have the autonomy to decide which tasks you want to keep private and which ones you're comfortable sharing with everyone.

You can find this option at the top right corner of your Task:

• Tasks created from the universal plus "+" button (main menu) are Public by default, anyone can see or edit this Task, unless you change it to private.
• Tasks created from the Tasks section are **Private **by default, only you (and your assignee) can see or edit the Task, unless you change it to public.
• Tasks created within a Rev will always be Public and can never be changed to private.

Follow a Task

Follow your favorite tasks and find out everything about them with the below details:

• Status change
• Due date selection
• Comments
• Attach photos and attachments
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Create tasks in a Rev

It's crucial to create pending tasks associated with a Rev to ensure all necessary actions are completed and linked directly to your Rev. Simply access your Rev, navigate to the Tasks section on the right side, and create new tasks as needed.

Note: Tasks created in a Rev will always be Public and cannot be changed to private.

Filter your Tasks

Easily manage your tasks from the Tasks section: search, filter, and track them.

• **Filter by: **
• My Tasks
• Created by me
• All Tasks (Admins only) - Tasks from your Site

• **Status: **
• Incomplete
• Completed
• All Tasks

Manage your Tasks

Find your tasks and track them with a single click. Opening your task will activate a view where you can easily edit it, add the information you need, change the status, assignee, due date, priority, description, comment, mention colleagues, add pictures/attachments, etc.
You can share your task by copying the link directly from the top right menu in the "Copy" icon. You can also delete or duplicate it from the same option bar.

Task groups

Here is a tip ☝🏼✨ Filter your results by Groups, and choose the group that best suits your needs:

• Due date - View those tasks organized by due dates:
• _**Past due: **_Shows all tasks with past due dates to the current week (a week is considered to be from Monday to Sunday). If there is any Task that is due before Sunday, it will be shown in the list highlighted in red.
• _**This week: **_Here you will find all the Tasks that have a due date within the current week. Tasks dated Monday to Sunday of the current week. If a Task is overdue (yesterday or before, until Monday) from today but in the same current week it will be highlighted in red.
• _**Later: **_These are the Tasks that have a due date selected after the current week. After the following Sunday from the day on which they are being consulted.
• _**No due date: **_All Tasks that do not have a due date assigned
• **Priority - **All tasks that have been catalogued by priority:
• High
• Medium
• Low
• All Tasks

Easily search tasks

• **Search Bar: ** Our search bar will help you find your tasks by typing in the name or specific keywords

• ** Sort by: ** You can sort all your results in each section by:
• Due date
• Last updated
• Last created
• Alphabetically

Kanban View

Organize your tasks using Kanban view, where tasks are displayed in columns categorized as Open, In Progress, and Completed. Easily move tasks between columns by dragging and dropping, providing a simple and efficient way to update their status.
​

Task notifications

We understand the importance of keeping you informed about the progress of your tasks. Here are the active notifications generated by the following actions:

Mobile version

The core functionality of the mobile version of Tasks closely resembles that of the web, with some adjustments tailored for mobile usage.

Here's a preview of what the mobile version looks like:

Create a task

Discover all the tasks

Filter them

Edit tasks

Create Tasks Offline

Creating Tasks anytime has never been easier. Even if your internet connection fails and you need to record pending Tasks, you can do it seamlessly, whether online or completely offline.

Follow these steps:

• Click the + button on your mobile app
• Select Tasks
• Create and fill out the necessary data for your Task
• Click on "Create"
• Now your Task was created in Offline mode, and you will find it available on the Home screen of the app, specifically in the "Content out of sync" section
• Once your device has connectivity, it will be synchronized and available online automatically, it is not necessary for you to take any additional steps.

Tip 💡

Need more help? **Find answers and get help from our Rever Support Experts at __support@reverscore.com__ or contact us in our **Support Chat.

Updated on: 26/04/2024