Working with tasks

Edited

This article guides you through creating, editing, deleting, and completing tasks in Encamp, as well as provides tips for efficiently searching and filtering tasks.


Add a Task

  1. Navigate to Tasks in the left-hand menu

  2. Click Add Task

  3. Fill in the fields. At minimum, Title, Assignee, and Deadline are required:

    • Title: How the task will appear in the task library

    • Description: A description of the task

    • Assignee: User in your organization responsible for the task

    • Deadline: Date by which the task should be completed

    • Recurring Task: Set whether the task should recur and at what cadence

    • Send reminder email: Check to send a reminder 3 days before the due date (Read more in Task Email Notifications)

    • Subtasks: Add one or more subtasks representing individual steps

    • Facilities: Associate the task with one or more facilities

    • Links: Add relevant URLs to assist in task completion or for deliverables

    • Documents: Upload files to assist in task completion or for deliverables

    • Watchers: Users to be notified of certain task-related events (Read more in Task Email Notifications)

  4. Click Save

The task will now be visible in the task library. For recurring tasks, future instances will also be created.


Edit a Task

  1. Navigate to Tasks in the left-hand menu

  2. Find the task using the search bar or filters

  3. Click the task row to open the Edit Task modal

  4. Make necessary changes

  5. Click Save. For recurring tasks, choose to edit just this instance, this and future instances, or all instances


Delete a Task

  1. Navigate to Tasks in the left-hand menu

  2. Locate the task using the search bar or filters

  3. Click the trash can icon on the task row

  4. Click Delete. For recurring tasks, choose to delete just this instance, this and future instances, or all instances


Complete a Task

  1. Navigate to Tasks in the left-hand menu

  2. Find the task instance using the search bar or filters

  3. Click the "Task completed" checkbox and any associated subtask checkboxes

  4. (Optional) Add information or documentation in the Links or Documents sections

  5. Click Save


Searching and Filtering Tasks

Common ways to search tasks include:

  • Viewing overdue tasks: Set the Status filter to "Overdue" and click Apply

  • Viewing tasks assigned to you: Set the Assignee filter to your name and click Apply

  • Viewing tasks for a specific facility: Enter the facility name in the Facilities filter and click Apply