Quick answer: Set up task types first: in the top bar click Management , then go to Management Settings > Task Settings . Add each type with its group, and save. Go to My Tasks > Tasks . Use the filter to choose which tasks to see. Then follow the steps below.
What this is for
Track to-dos for your team, linked to projects or customers, with due dates and owners.
Before you start
Your login can see the Management module.
You're signed in to the Nomni Console at Nomni Console (app.abacus.co) with a login that can see this page. If it's missing from your menu, ask your account owner to check your role.
How to use it
Set up task types first: in the top bar click Management, then go to Management Settings > Task Settings. Add each type with its group, and save.
Go to My Tasks > Tasks. Use the filter to choose which tasks to see.
Click into a cell to edit a task's name, due date or assigned users. Each row also shows the project or customer and whether it's Complete or Incomplete.
Tips
A task type that tasks still use can't be deleted.
Common problems
"Task Type can not be delete, There are tasks still using it"
Move those tasks to another type first.
Still stuck?
If something on this page looks broken, or you need a change to your account, chat with us from the Nomni Console. For anything else, the steps above should get you there.