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Creating and Assigning Project Tasks

Important: When referencing this page outside of Knowledge Base, use this link: http://knowledge.domo.com?cid=createtasks

You can create and assign tasks in any project for which you have access. When you assign a task to a user, that user receives a notification of the assignment in the Buzz feed for this project, as well as via email/SMS.

There are several ways to do this, including the following:

  • Entering a task directly in the box at the bottom of the desired task list in the project details page.

  • Clicking the Assign Task button in the project details page and filling out the details of the task in the dialog.

  • Clicking a user's profile picture, clicking Assign Task, and specifying the task details in the dialog.

  • Entering a task in Buzz, selecting Create Task from the  menu, and specifying the task details in the dialog.  

    Notes: 

    • You can only assign tasks in projects of which you are a team member. A user does not already need to be a team member for the current project to receive a task assignment in that project.
    • You can assign a task to anyone in your company with a Domo account. If you do assign a task to a non-team member, they are added as a new team member for this project.
    • You can assign tasks to others while in your "Personal Tasks" project. If you do not choose a different project, these tasks do not remain in your "Personal Tasks," but are sent to the "To Do" list in the assignee's "Personal Tasks" project.

Entering a task directly into a task list

When you create a task by entering it directly into the Add a task box in the project task list, you are automatically assigned to complete the task.

To enter a task into a list,

  1. Open the Projects & Tasks page by clicking  in the top right corner of the screen.

  2. Click the name of the project you want to edit.

  3. Type the task into the Add a task box in the desired list.

  4. Press Enter.

The task appears in the workflow where you entered it.

If you want, you can change the party/parties assigned to the task. You do this in the task edit dialog by entering the desired team member(s) in the Assigned to field.

To change the team member(s) assigned to a workflow task,

  1. Click the task.
    The dialog for editing the task appears.

  2. Enter the new name(s) in the Assigned to field. As you enter letters, user names containing matching letters appear in a pop-up list. When you select a name, it is added to the field. You can assign as many users to a task as you want.

  3. Click Save Update.
    For information on the other options in this dialog, see Editing Project Tasks.

Creating a task using the Assign Task button

When you create a task using the Assign Task button, you choose the assignee(s) during the task creation process. If you assign a task to yourself, it is sent to the "To Do" list for this project (or whichever project you choose, if you select a different project). If you assign a task to another user, it is sent to the "To Do" list for the selected project.

To create a task using the Assign Task button,

  1. Open the Projects & Tasks page by clicking  in the top right corner of the screen.

  2. Click the name of the project you want to edit.

  3. Click the Assign Task button.

    Tip: You can also open this dialog from anywhere in Domo by selecting in the app toolbar and selecting Tasks > Task.
  4. Enter a description for the task.

  5. Specify whether the task is a personal task or belongs to a specific project.

  6. Enter the assignees for the task in the Assigned to field. As you enter letters, user names containing matching letters appear in a pop-up list. When you select a name, it is added to the field. You can assign as many users to the task as you want.

  7. (Optional) If you want this task to be assigned to a different project, select that project in the Project menu. (If you indicated that the task was a personal task in Step 5, this menu does not appear.)

  8. (Optional) Enter a due date for the task.

  9. (Optional) Enter tags for the task. Tags appear in the "Tags for this project" area in the project details view.
    Clicking a tag filters the project view to show only tasks that include that tag. For more information about tagging, see Filtering Project Tasks.

  10. Click Save Task.

The new task is sent to the "To Do" list for this project.

Creating and assigning a task from a user's avatar card

You can quickly create a task and assign it to a user from his/her avatar card (the pop-up window that appears when you click the user's profile picture).

To create and assign a task from an avatar card,

  1. Click the user's profile picture.
    The user's avatar card appears.

  2. Click Assign Task.
    A dialog where you can enter information for this task pops up.

  3. Enter a description for the task.

  4. (Optional) Change the assignee or add additional assignees for the task in the Assigned to field. As you enter letters, user names containing matching letters appear in a pop-up list. When you select a name, it is added to the field. You can assign as many users to the task as you want.

  5. Select the project for the task in the Project menu. (If you indicated that the task was a personal task in Step 5, this menu does not appear.)

  6. (Optional) Enter a due date for the task.

  7. (Optional) Enter tags for the task. Tags appear in the "Tags for this project" area in the project details view.
    Clicking a tag filters the project view to show only tasks that include that tag. For more information about tagging, see Filtering Project Tasks.

  8. Click Save.

Creating and assigning a task in Buzz

You can assign a task to a user from a Buzz discussion. For more information see, Buzz.

To create and assign a task in Buzz,

  1. Mouse over a Buzz comment.

  2. Click the ellipsis icon (...). 

  3. Select Create Task.

    A dialog where you can enter information for this task pops up.

  4. Enter a description for the task.

  5. (Optional) Change the assignee or add additional assignees for the task in the Assigned to field. As you enter letters, user names containing matching letters appear in a pop-up list. When you select a name, it is added to the field. You can assign as many users to the task as you want.

  6. Select the project for the task in the Project menu. (If you indicated that the task was a personal task in Step 5, this menu does not appear.)

  7. (Optional) Enter a due date for the task.

  8. (Optional) Enter tags for the task. Tags appear in the "Tags for this project" area in the project details view.
    Clicking a tag filters the project view to show only tasks that include that tag. For more information about tagging, see Filtering Project Tasks.

  9. Click Save.