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Tasks & Subtasks
Wowzers is a task-centric tool. That is, tasks and their derivative, the to-do, underpin many features in the app. For example, you can add tasks and to-dos to the Standup board or convert a task or to-do to a card.
Both tasks and to-dos pack a host of features to help you get stuff done, including the ability to add notes and attachments to individual tasks and to-dos. Where a task comprises multiple steps or activities, break this down into a series of subtasks.
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You can add an extra layer of granularity by adding a Task group. Task groups act like headings for tasks and subtask. They cannot be assigned to a team member or given a due date.
How to add task, subtask or task group.
To add a task, subtask or task group, follow these steps:
- Navigate to the task & subtask block. Can’t see it? Add a block.
- Click the ‘Add Task’ button to add a task, or if you want to add a task group, click the ‘Add Task Group’ button.
- Enter a description for your task, subtask or task group and press the Enter/Return key.
- Reorder the tasks, subtasks or task groups by dragging and dropping.
- [OPTIONAL] For tasks and subtasks, consider…:
- Assign the task or subtask to a team member in the ‘Assign to…’ drop-down.
- Give the task or subtask a due date in the ‘Due by…’ date picker.
- Add a note or attachments by clicking the task/subtask description.
The field(s) will autosave.
How to edit a task, subtask or task group.
To edit a task, subtask or task group, follow these steps:
- Navigate to the task & subtask block.
- Locate the task group, task or subtask you wish to edit.
- Make your desired changes. You can:
- Edit the task description by clicking the pencil icon.
- Update the task, subtask or task group by clicking on any of the fields.
- Reorder the task, subtask or task group by dragging and dropping.
- Mark a task or subtask as done by placing a tick in the check box.
- Convert a task or subtask to a card.
The field(s) will autosave.
How to add notes to a task or subtask.
To add notes to a task or subtask, follow these steps:
- Navigate to the task & subtask block.
- Locate the task group, task or subtask you wish to add a note too.
- Click the three-dot (eclipse) icon next and click ‘Add note’.
- Enter your note in the text field provided, clicking the (x) button when you are done.
The note will be saved.
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You can also add attachments to specific tasks & subtasks. Great if you are delegating specific activities to individuals.
How to delete a task, subtask or task group.
To delete a task & subtask, follow these steps:
- Navigate to the task & subtask block.
- Locate the task group, task or subtask you wish to delete.
- Click the three dot icon next and click ‘Delete Task’ or ‘Delete Task Group’.
The task, subtask or task group will be deleted.
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You cannot delete a task or task group until all corresponding subtasks have been deleted.