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On this page
  • Linking tasks to Goals
  • Task Activity
  • Complete and Incomplete Tasks
  • Tips

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Tasks

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Last updated 2 months ago

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can be used to manage work in Convictional. See the video below for an overview of tasks.

Linking tasks to Goals

Tasks can be linked to the company goals. This will help the team stay organized, working on what's most important.

Linked tasks appear in the Linked Work section of their respective goal to increase visibility in your organization.

Note that only parent tasks can be linked to goals, subtasks cannot be linked to goals.

Task Activity

The activity log for all tasks can be found on the right-hand side of the screen. This will keep track of all activity on a given task. You can also comment on tasks.

Complete and Incomplete Tasks

Once tasks are marked as complete, they will move to Completed Tasks. Tasks can also be closed as incomplete.

Tips

  • Tasks can be reassigned to the correct person. A log of assignees is kept in the Activity feed.

  • Set up subtasks to easily manage projects. Subtasks automatically link to parent tasks.

  • Use the activity feed to comment on tasks and collaborate with your team.

  • You can subscribe to task updates to receive email notifications about any task activity.

Tasks