Watch the Video Tutorial!
To set up tasks (or Action Item) in a project, you need to create a list first.
To do so, simply click the “Add…” button, and “List” in the menu.
After doing so, you’ll see an “Untitled” list is created, and you’re focusing on an list item. Go ahead and enter the task name, for example: buy milk. Then, set up the due date by clicking in the “Due Dates” input box, and selecting the date in the popup mini-calendar.
The description line is optional. Click “Save” or hit “enter” to save the task item.
You can edit the title of the list (by default is “Untitled”) to something that makes sense to you, such as “Tasks”.
There also advanced (more flexible and faster) ways of entering the dates, too.
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8 Notes
Hi there,
This is, without a doubt the best help on-line I’ve seen. Congrats!
When picking a Task do mark it as done is it possible to hide it. I would like to keep it for history purposes, but hidden when editing a topic.
Cheers,
Mário
Hi Mario,
Thanks for you comments on the help site! We indeed are trying to make it as helpful as possible!
Regarding to your question, the short answer is no, but an archive feature is available in the upcoming Pagico 4. More details about that will be covered soon in our blog.
Thanks!
Hi.
My computer worked not correctly, too much errors. Please, help me to fix buggs on my computer.
I used Windows XP.
With best regards,
Plobiadal
@Plobiadal,
Hi there, in order to help you, we’ll need more information than that. Please send us an email (support [at] pagico.com) with description of the issues you’re experiencing, and screenshots of the issues would be very helpful.
Thanks a lot!
Ryo
Hey! Thanx for this beautiful place of the Inet!!
How do we enter repeating tasks (e.g., submit a timecard each Friday for the next four weeks)? Thanks.
Am I missing something here or is there no way to assign a project task to a contact? I see that I can take a task OUT of a project and make it private to a contact but surely I need to know WHO is responsible for the tasks in my project..?
I am feeling as though I am missing something very fundamental here ..?
@Ian,
It’s very easy to associate / assign a task (from a project) with a contact. But this is a great question, and we’ll for sure write up an article for just this.
In short, in a project you need to write a task, with an inline-link pointing to a contact profile. By doing so, the task will show up in the “References” area in the corresponding contact.
For more information on this, simply do a search on this site for “References”.
Hope this helps!