Add a task for yourself or a teammate
Create a task with an assignee and due date so work does not get lost.
- Who can do this
- Staff whose role includes Team chat and tasks
- Where in Oben
/team/tasks
Tasks live under Team. Every task needs a title, an assignee and a due date.
Steps
- Open Team in the menu and select the Tasks tab.
- Select + Add task. The New task panel opens.
- In What needs to be done?, type a short title.
- Under Assignee, choose who will do it.
- Under Due date, pick a date, or use Today, Tomorrow or Next week.
- To make it a repeating task, tick Repeat under the due date and choose how often, or Custom… to set the days and when it Ends.
- If you like, set a Priority, choose a Project, link the task to a client under Regarding, and add notes in Description.
- Select Create task.
Good to know
- Find your own work under My Tasks, and tasks you gave others under Created by me.
- Task Activity shows recent changes on tasks you are part of.
- Switch between Open, Completed and All, or use Search tasks... to find one.
- Staff who oversee the team also see Team Tasks.
- A repeating task makes its next copy when you finish it or its due date passes. When you edit one, choose whether Edits apply to This task or This and future.