Organize Work, Track Progress, Get Things Done
Officaid's Tasks module is where work gets organized. Whether you're assigning action items to team members, tracking your own to-do list, or collaborating on shared projects, Tasks provides a central place to capture, manage, and complete work.
What is a Task in Officaid?
A task is a discrete piece of work that needs to be completed. Each task has a title describing what needs to be done, and can include additional details like a description, due date, priority level, status, and assignee. Tasks can be as simple as "Review contract" or as detailed as multi-step action items with full context.
Task Components
Every task in Officaid can include:
- Task Title a clear description of what needs to be done (required)
- Description additional context or instructions (optional)
- Due Date when the task should be completed
- Priority the relative importance: Low, Medium, High, or Urgent
- Status where the task is in its lifecycle: Not Started, In Progress, On Hold, or Completed
- Assigned To the team member responsible for completing the task
Task Lifecycle
Tasks move through a natural progression:
- Creation someone identifies work that needs to happen
- Assignment the task is given to a responsible person
- Execution work progresses, status updates reflect movement
- Completion the task is marked as done
This lifecycle is tracked through status changes. A task typically starts as "Not Started," moves to "In Progress" when work begins, and ends as "Completed" when finished. Tasks can also be placed "On Hold" if they're blocked or deferred.
Collaboration Features
Tasks aren't just for tracking. They enable collaboration through:
- Comments team members can discuss the task, ask questions, or provide updates
- Reactions quick responses to comments using emoji-style reactions
- Activity log a complete history of all changes, comments, and updates
These features keep all task-related communication in one place, eliminating the need to search through email threads or chat messages for context.
Tasks and the Dashboard
Tasks integrate with Officaid's Insights dashboard. When tasks become overdue, an alert appears at the top of your dashboard. This ensures important work doesn't stay forgotten, even if you don't check the Tasks module directly.
You can also create tasks using the Quick Actions panel on the dashboard without navigating to the Tasks module.
Who Can Use Tasks?
The Tasks module is available to all Officaid users. Unlike some modules that require specific permissions, Tasks is a core workspace feature. You can create tasks for yourself or assign them to any team member in your organization.
Frequently Asked Questions
Yes. Create a task and either assign it to yourself or leave it unassigned. Unassigned tasks remain visible in the Tasks module for you to manage.
Tasks in the Tasks module are standalone. They're not directly linked to deals, contacts, or other records. For deal-specific activities, use the Activities feature within the Sales Pipeline.
Yes. The Tasks module shows all tasks in your organization, regardless of who they're assigned to. This provides visibility into team workload and progress.
What's Next?
Start using tasks effectively:
- Navigating the Tasks Module - Learn your way around
- Adding a Task - Create your first task
- Assigning Tasks to Team Members - Delegate work to your team