Tasks

Articles about Tasks

• All about tasks

  Tasks can be parts of a project or isolated activities that need to be delivered. They are used to define what needs to be done for the development of the project.

• Filter tasks in a workspace

  To access the filter criteria, go to the top navigation bar and click on “Filters” Click “X” button to clear applied filters Clear applied filters by clicking the “X” button to the right of the “Filter” button in the top...

• How to create a new task

  In Gipo, there are three ways to create a task: “New Task” shortcut Using the “New Task” shortcut located at the top of each Workspace column: “+” Shortcut Via the top navigation bar using the “+” button > New task:...

• How to edit Tasks

  To edit, click on the task or click on Task Options > Edit

• How to delete tasks

  To delete a card, click Options > Delete If you want to restore a deleted card, simply access the trash can in Settings > General > Trash > Options > Restore

• How to finish tasks

  Completing a task is important to indicate that no further action is required. This affects the project and Gipo productivity indicators. To mark a task as “completed” click Options > Finish. It is also possible to complete the task directly...

• Task approval

  Approval is a resource for validating tasks performed and is useful when you want to ensure that the results of these tasks comply with predetermined internal or external criteria. How to configure To enable this feature, you need to edit...

• Automatically allocate user to task

  Automatically assign responsibility for a task to a user when they move the task to a step by clicking Options > Edit Step. Then in Complement > Alloctate user.

• Create and use Task templates

  Using task templates enhances efficiency by streamlining repetitive processes and ensuring consistency across projects. They save time by eliminating the need to recreate tasks from scratch, reduce the risk of missing important steps, and help maintain a standardized approach. Task...

• Understand task types

  What are they and what are they for Task types are categories used to define which tasks will be billable, that is, their cost will be incorporated into the project value agreed with the client, according to the previously defined...

• How to lock a task

  It is possible to block tasks when they are prevented from proceeding to the next steps due to some circumstance. To lock a task, click Task Options > Lock. Or under “Block” in the task form. To unlock, simply do...

• How to make comments on tasks

  The comments area is a dedicated section where the team can ask questions or exchange information about the task and at the same time formally record all surveys, decisions and data shared about the execution of the task. Section Features...

• Understand the Financial Information of the Task

  You can access the task’s financial indicators by clicking on the card or by clicking on Options > Edit Task > Cost and Billing This field allows you to analyze the following information: Estimated Cost: Total hours of estimated effort...

• Activities in the task

  Within a task, you can create activity groups so that task responsibilities are divided among team members. Each activity has its own details, such as a description, comments area, assignees, and attachments. Additionally, you can add a start and end...

• Attaching Files to Tasks

  Attachments is the section where users store and consult files of various formats related to the project or task. Any type of file can be attached and all users involved in the task can view it. Attachments are stored in...

• Custom fields in tasks

  The main function of custom fields is to allow the inclusion of specific and useful data for your task management. Step by step 1) Access the Workspace editing menu and go to the “Custom Fields” tab 2) Click on New...

• Recover deleted tasks

  The Recycle Bin is an area where deleted tasks are stored for later recovery if needed. The user retrieves all task data and information, including comments and attachments. To restore one or more tasks from the Recycle Bin, click Settings...