Creating and Managing Tasks
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Creating Tasks
Tasks are the backbone of WeTrack. They are flexible in terms of what exactly they represent, their style and their content, but essentially they a...
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Creating Sub-Tasks
First, why not check out our introduction to Sub-Tasks? Tasks can be broken down into Sub-Tasks, which are the component pieces of work that make u...
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Editing Projects, Tasks and Sub-Tasks in their Details Page
WeTrack allows you to change the principal information relating to Projects, Tasks and Sub-Tasks from their Details Pages. Here, you can change any...
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Shortcut: Editing Projects, Tasks and Sub-Tasks in a list
Often, the quickest and easiest way to edit project, task or other information will be in a list view. This saves you clicking into the details pag...
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Grouping your Tasks into Task Groups or Sub-Projects
In the WeTrack system, tasks sit within projects. There is another optional level in between, which you could call a task group or a sub-project. ...
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Tagging Projects and Tasks
In WeTrack, you can set up tags that can be applied to any items in the system. This allows you to create further types of information that you mig...
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Adding Attachments to Projects or Tasks
You may want to attach a file or files to a specific Project or Task. In order to do this, navigate to the Project or Task Details Page by clicking...
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Adding Comments to Projects or Tasks and Tagging Other Users
You may want to add a comment or update to a specific Project or Task. You can use the @ key to mention other users and notify them of your comment...
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Sharing a Project, Task Group, Task, or Sub-Task with a User
You can share any Project, Task or other item with a user, with a comment. This notifies the user by email and in their notification centre, and wo...
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Kanban Board
Located within the Project tabs, the Kanban board gives you the ability to move and interact with tasks quickly. By default, the Kanban tab will di...