Finding Tasks

Find the location of Tasks on the website, web forms and app.

Where to find your tasks

In this article, we'll be showing you the location of Tasks on our:

  • Website
  • Web forms
  • App

Website

Tasks can be found in the ‘Task’ view from the left-hand side menu. 

Core menu

On the website you have access to different views and filters for the tasks. In the ‘Task’ tab on the left-hand side menu, you have 3 options of ‘Cards’, ‘Calendar’ & ‘Table’.

Cards

taskcard-1

Calendars

taskcalendar-1

Table

tasktable-1

On the Calendar, you can access the settings in the top right-hand corner above the calendar.

tasksettings

Web Form

Click on ‘Web Form’ on the left-hand side menu and access the form app. Use the 3 dashes in the top left-hand corner to access the menu 

taskwebapp

Now you can either click on ‘Tasks Admin’ with the calendar icon to see the calendar view.

taskcalendar-1

Or ‘Tasks’ with the check all icon to see the tasks view

taskwebapp2

If you are in several accounts then each one will have it own Task option and will display as 'Tasks Account Name' or 'Task Admin Account Name'

Array App

On the app, press on the 3 dash menu in the top left-hand corner to access the menu and you can, depending on your role, be able to press on ‘Tasks’ with the check all icon to see the tasks view

taskapp2

Or if you have Account Admin access, you'll be able to click on ‘Tasks Admin' with the calendar icon to see the 'Cards', 'Calendar' and 'Table' views.

taskapp

If you are in several accounts then each one will have it own Task option and will display as 'Tasks Account Name' or 'Task Admin Account Name'