Introduction to Task Management in Approveit

Effective task management is crucial for maintaining productivity and ensuring that business processes run smoothly. Approveit offers a comprehensive task management solution that integrates seamlessly with your existing workflows, providing a no-code workflow automation platform designed to enhance efficiency and transparency across your organization. 

Key Features of Approveit’s Task Management

Flexible Task Boards

Approveit allows you to create separate task boards for different projects or departments, offering a clear overview of your team’s activities. You can limit the visibility of certain boards to specific team members, ensuring that sensitive information remains secure. 

Automatic Task Assignment

With Approveit’s business process automation capabilities, tasks can be assigned automatically as part of your workflows. For example, upon approval of an invoice, a task can be created and assigned to the accounting team to process the payment, reducing manual intervention and the risk of errors. 

Integration with Slack and Microsoft Teams

Approveit integrates with communication platforms like Slack and Microsoft Teams, allowing you to manage tasks directly within these applications. This integration facilitates task creation, completion, commenting, and reminders, keeping all communications in one place and enhancing collaboration.

Creating and Managing Tasks in Approveit

To manage your tasks, navigate to the “Tasks” tab in the left-hand menu of Approveit. By default, you’ll see all tasks your team has created in a list view, where you can review statuses, edit, or remove tasks. Switch to the board view using the “Board View” button for a more visual representation. 

In the board view, you can create new boards and drag & drop tasks from column to column to change their statuses. To create a new task board, press “Add Board” next to your task board name. To create a new task, press the “New Task” button in the top right corner of your screen.

To create a new task, click the “New Task” button in the top right corner. You’ll be prompted to add details such as task name, description, due date, priority, assignee, board, and any relevant file attachments. Assigning tasks to specific boards helps in organizing and tracking them effectively. 

If you select a board for your task, it will appear there. You can edit tasks that are in “To Do” status and change the board where they are displayed. Tasks in statuses “Done” and “In Progress” cannot moved to a different board.

Assignees receive a notification about new tasks via your team’s communication channel (can be found in Settings). Task details can be viewed right in Slack or Microsoft Teams, if one of them serves as your default communication channel.

The notification in Slack looks like this.

Approveit’s workflow automation software enables the automatic creation and assignment of tasks within your workflows. By adding a task stage to your workflow settings, tasks can be generated and assigned based on predefined triggers, streamlining processes like task approval workflows and automated task tracking. 

To add a task creation stage to your workflow, go into your workflow settings and add a task stage with a “+” icon under the existing stage.

Tasks created automatically have pre-configured properties you set up while creating your workflow. They include task name and description, assignees, and task board. All automatically created tasks are assigned Medium priority by default.

If you choose to leave the Board dropdown blank, the tasks created by this workflow will land on the automatically created board with a name identical to the workflow name.

In task stage settings, you can select more than one assignee to get notified upon the task’s creation. In this case, the first assignee to change the status of the task to “In Progress” will be made an owner of the task.

Tasks created automatically through workflows can be later edited or reassigned from the boards.

Enhancing Team Collaboration and Compliance

Approveit serves as an effective task delegation tool, allowing you to assign tasks to team members and track their progress. Features like to-do lists and automatic reminders ensure that tasks are completed on time, enhancing overall productivity. 

As a compliance workflow software, Approveit maintains an unchangeable audit trail for all tasks and approvals. This feature is particularly beneficial for compliance audits, providing transparency and accountability in your business processes. 

For more complex processes, Approveit offers advanced workflow automation capabilities. You can create customized workflows that include dynamic field visibility, conditional approvals, and integrations with external data sources. To learn more about setting up these workflows, refer to our guide on creating a workflow in Approveit. 

If you have any additional questions, contact us right away.