Don’t get stuck on what to do - use this!

Congratulations on signing on to use Taskope. Your board has been automatically created for you and now comes the question “What to do next?”

Never fear this is a cheat-sheet to help you along.

Board

You will have seen that your board has been automatically created for you, along with your first to-do notes. These to-do note are to help you get started.

The board consists of rows, status columns, to-do notes and a holding bay. Note: the holding bay is not visible until you create a new to-do.

Below is an overview of how each area works.

Rows

Rows help you to divide your tasks up into logical areas and you have total control of naming, editing or removing rows.

To create a row, click on create a row. Enter in your row name, then “save row”
You can edit or remove this row at any time.

If you remove a row with an uncompleted to-do in it - this to-do will be automatically sent back to the holding bay, ready to be re-allocated to another row.

If you choose to remove a row that contains “done” items, then these done items will disappear, as the application has deemed them to be completed and really finished with if you are removing the row, which houses them.

To-do notes & the holding bay

These are your tasks that you need to do, are doing or have done. Taskope has added in the “doing” column as this assists both yourself and other people in seeing if a task is actually in progress.

To create a new to do note - click on the “new to-do” in the top left of your board. A field will “fly out” to the right allowing you to enter information about the to-do. Once you have entered your text click on create.

You will notice that the new to-do sits in a holding bay. This allows you to quickly create either one or a collection of to-dos that you can then drag and drop into the rows that you have created. This also allows you to see if you need to create other logical rows to suit your new to-do’s.

You can place your new to-do’s into the “to do” column or “doing” column depending upon where you are up to with that particular to-do.

To-do’s are easily dragged and dropped into any of the columns and even into other rows depending upon your needs.
To-do’s can be deleted by clicking on the “x” in the top right hand corner.

Once you move the to-do into the “done” column, it is converted to text, but good news if you realise that it is not completely finished with, you can just drag it back out onto the board.

To-do’s can be easily arranged into the order of your choice within a column, which allows you to prioritise tasks.

Sharing your Board

Why should I?

Making your board publicly available allows you to invite other team members to view the progress of your tasks. This is handy if you are working on a remote collaborative project where team members may not share the same office or workplace.

Hold the Phone!

Making your board public also allows your client to view the progress of their job. Remember the numerous phone calls & emails asking where you are up to on a particular job, sharing your Taskope Board with your client will allow your client to easily check and review progress.

Who can see my Board?

Your board is only visible to those people who you want to see it. You invite others to view your board and only those invitees can see it. They cannot edit or change it.

To share your board simply click on the link at the top right of your board called “Share this board”.

You are then taken to a share this board page, tick the box, click submit and a link will appear, you can then copy and send this link to people who you wish to give board access to.

As Taskope is a web based application, people that you give access to can see your most current view by simply refreshing their web browser.