Discover how to use the task manager to create and oversee tasks on the platform.
As you work on your catalog project, you'll have many tasks to handle. Managing these tasks effectively will help you stay on top of your project's progress and ensure nothing important gets missed. This tutorial will guide you through creating and managing tasks efficiently on the Navigating.art platform.
The task manager enables you to create tasks, assign them to team members, and update their status as progress is made. This feature helps the entire project team stay organized and work efficiently toward achieving project goals.
You can create tasks related to the following entities:
- archival resources
- artworks and art events
- publications
- auctions
- exhibitions
Open the entry for which you want to create a task and click the task icon at the top right corner.
2. Add a new task
A dialog opens. Click + Add to add a new task.
3. Create a task
Add a title, a project, and select an assignee. Optionally, add a description and a due date. Confirm with Save.
4. Create a task for an art event.
To create a task within a specific art event, click the edit icon next to the event to open the event dialog.
5. Add a task to the art event.
In the art event dialog, in the top right corner of the art event dialog, click +Add.
6. Enter the information needed for your task and confirm with Save.
7. Find your task in the top of the art event.
Click See task details to open the task.
8. Click the task icon in the top right corner of the artwork detail page to view all tasks related to the artwork.
9. Open the overview of all tasks
Click the user icon in the top right corner and select Task manager.
10. Find all tasks in a list format.
The overview opens in a list format. Apply a sorting option by clicking the column title. Click again to reverse the order, and a third time to clear the sorting.
11. Filter the tasks
Use the available filters to refine your tasks. For instance, select the "art event" entity to view only tasks related to that specific category.
12. Access the related entity directly from the task
Next to each task, you'll find a direct link to the related entity. Click the link to open the associated entity.
13. Find the task in its entity
Clicking the link will open the corresponding entity.
14. Update your task
Document the progress of your task by adding a comment.
15. Update the status of the task
16. Manage your notifications
Click your user icon in the top right corner and select Settings.
17. Set your preferences using the toggles.
By using the task manager, you can plan and organize your project efficiently from the start, leading to a smoother preparation and publication process. Discover more about the advantages of this tool in our article on effective project management.
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Last updated: August 29, 2024