The "Tasks I've Assigned" section on the Home page is an essential tool for anyone managing a team or delegating tasks within a project. This feature provides a prioritized overview of all tasks user has assigned to others, allowing them to monitor their progress, ensure deadlines are met, and make adjustments as necessary.
The "Task I've Assigned" section is prominently displayed in the lower right corner on the Home page of the Burai WorkOS. This area is dedicated to tasks that you have created and assigned to other team members. It is designed to give you a quick and efficient way to track the status of these tasks, ensuring that your projects stay on track.
Each task includes important details such as the task name, the assignee’s name, the related document (if any—indicating the specific document from which the task was created), priority, the due date, effort, and attachment. Tasks are displayed with color-coded urgency indicators on the left side, allowing you to quickly see which tasks are in the upcoming, due today, or overdue state.
The section also includes a Create Task button, allowing you to quickly assign new tasks as they come up without needing to navigate away from the page.
Follow these steps to create a task in “Tasks I’ve assigned” section
Creating tasks in the Burai WorkOS is a straightforward process that can significantly improve your task management and organization. Follow these simple steps to create a new task using the Create Task button in the Tasks I’ve assigned section.
Step 1: Accessing the Task Management Area
Navigate to the Home Section: Start by logging into the Burai WorkOS and navigating to the task management area, accessible from a side menu labeled “Home.”
Step 2: Click the Create Task Button
In the "Tasks I’ve assigned" section, find the Create Task button, located in the top-right corner of the task list. Click on this button to initiate the task creation process.
Step 3: Task Card Opens
At the Right-Side Panel upon clicking the Create Task button, the application will open the Task Details card on the right side of your screen, as shown in the image. This panel is where you will input all the necessary details for your new task.
Step 4: Enter Task Details
In the Title field, enter the name of the task. This should be a concise description of what the task involves.
The Description field below the title, provides a more detailed explanation of the task. This field is mandatory and should clearly outline the task's objectives.
In the Priority dropdown menu, select the appropriate priority level for the task (Very Low, Medium, High, Critical and Blocker). This will help in categorizing and prioritizing your tasks effectively.
Click on Add Assignee to select the person responsible for completing the task. User can assign it to himself or another team member.
The task will automatically list user who created the task as the Reviewer. If someone else needs to review the task, this can changed by clicking on the Reviewer field and selecting a different user.
Effort: If applicable, user can estimate the effort required to complete the task by clicking on Add Effort and entering the estimated hours.
Click on Add Due Date to specify when the task should be completed. This can be selected from a calendar popup, helping ensure that deadlines are clearly set.
If the task requires supporting documents, click on Add Attachment to upload any necessary files directly from users’ device.
Step 5: Create the Task
Once all fields are filled out, click the Create Task button at the bottom of the panel to save the task. This will add the new task to your "My To-Do" list, where progress can be monitored.
After creating task, check "My To-Do" list to ensure the task appears as expected. Verify that all the details, such as the task name, due date, and task, are correct.