Tasks

Tasks help you get stuff done.  Track everything you need to do before and after meetings.  Create Tasks for yourself or assign Tasks to colleagues & customers to drive results.

Create Tasks individually, from the Meeting Card, or while you run an Active Meeting.  Track Tasks from your Task List.

My Tasks (Self-assigned Tasks)

My Tasks are Tasks that you create for yourself.

  1. Task Overview
    • See all your Task details
      • Task Title
      • Task Description
      • Due Date
      • Related Meeting (if any)
    • You can update your Task Overview details in Edit Task mode.
  1. Feedback box
    • The Task Assignee can interact with the Feedback box
    • For My Tasks, you are the Task Assignee.  You can use the Feedback box to capture notes or updates related to the Task
    • You must click the SAVE button after you add anything to the Feedback box
    • See the Tasks Assignor & Assignee article for more details
  1. Attachments box
    • The Task Assignee can interact with the Attachments box
    • For My Tasks, you are the Task Assignee.  You can use the Attachments box to upload documents related to the Task
    • You must click the SAVE button after you add anything to the Attachments box
    • See the Tasks Assignor & Assignee article for more details
  1. EDIT & SAVE
    • Click the EDIT button to enter Edit Task mode to update your Task Overview details.
    • Click the SAVE button when you update the Feedback & Attachment boxes
  1. Mark as Done
    • Click the MARK AS DONE button to complete your Tasks
    • Or you can Tick the Box next to the Task Title to complete the Task

Tasks Assigned To Me

Other messeji users can assign Tasks to you*.  As the Assignee you can view the Task, provide feedback, and add attachments.  

You can access the Task via the Task Assignment Email or Notification.  The Task will also appear in your Task List

If you are not a messeji user, you can access the Task via the Task Assignment Email.

*Please note this will be the experience for anyone you assign a Task to in messeji.

  1. You will have the option to Accept or Decline the Task
    • The Assignor will receive a Notification when you Accept or Decline 
    • If you initially Decline the Task, you have the option to Accept at a later time
  1. You can view the Task Overview details before you Accept or Decline
  1. You cannot interact with the Feedback & Attachment boxes until you Accept the Task

Once you Accept the Task, you can provide Feedback and add Attachments to complete the Task.

  1. Feedback & Attachments
    • As an Assignee you can type your response to the Task in the Feedback box
    • As an Assignee you can add Attachments
    • See the Tasks Assignor & Assignee article for more details
  1. SAVE
    • As an Assignee you can save your work and come back later
    • The Assignor will be able to see any saved work, but will not receive a Notification until you submit the Task.
  1. SUBMIT
    • As an Assignee you can submit your work when they are ready
    • The Assignor will receive a Notification when you submit

Tasks Assigned To Others

Tasks Assigned To Others are Tasks that you assign to other people.  You can assign Tasks to your colleagues and customers.

When you assign a Task to someone, they can access your Task via the Task Assignment Email.  If you assign a Task to another messeji user, they will also receive a Notification in messeji.

  1. The Assignee will have the option to Accept or Decline your Task
  1. The Assignor will receive a Notification when the Assignee Accepts or Declines
    • The Assignor will also see the following note for Tasks that have not been Accepted or Declined
  2. If the Assignee initially Declines, they have the option to Accept at a later time
  1. Task Overview
  1. Feedback & Attachments
    • The Feedback & Attachment boxes can be used by the Assignee
      • The Assignee can type their response to the Task in the Feedback box
      • The Assignee can add Attachments
    • See the Tasks Assignor & Assignee article for more details

Related:

Updated on 12 November 2020

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