Task management

Create and manage tasks for your team across features in Talkbase, allowing you to make sure nothing falls through the crakcs.

Tasks are available throughout all Talkbase features - Events, Projects, Advocate Program.

  • In Projects & Tasks, select a project and you'll be able to create, edit, and archive tasks from there. For more information on boards and projects, you can refer to this help article.
  • In Events, select an event and click on the Tasks tab. You'll see a kanban board that you can use to help organize the action items for your event. For more information on events, visit this help article.

Create a task

There are two ways to create new tasks in a board:

  • Click on "Create Task" at the bottom of each column.
  • Hover over the column header and click on the plus symbol "+".

You'll then see a pop-up where you can:

  • Add a task title.
  • Add a description.
  • Designate the column (most likely status).
  • Assign it to a team member.
  • Set a due date.
  • Click Create.

Edit a task

To edit a task, simply click on the task. In this view, you will be able to edit all criteria associated with the task.

  • Task title
  • Description
  • Attachments
  • Status
  • Assigned to
  • Due date
  • Tags

You can also move a task from column to column by clicking and dragging it to a new column.

Archive a task

To archive a task:

  • Click on the task.
  • Click on the Archive button, which can be found at the bottom of the screen.
  • You can always view archived tasks and un-archive them by clicking on the "Archived tasks" view in the upper right column.

View your tasks

To have a single view of all of your tasks, across all projects, events, and advocate programs, click on "Assigned to you" under "Projects & tasks" in the navigation panel. You'll see all tasks assigned to you and what the task belongs to.


๐Ÿ‘‹ If you need additional support, be sure to check out the Talkbase Friends Community where you can connect with fellow peers for help. Or, reach out to us at support@talkbase.io.

๐Ÿ“For future features and releases, keep an eye out on our Roadmap.