प्लेटफ़ॉर्म दस्तावेज़ीकरण

Task Management in Elevale

Create, organise, and deliver work in Tasks. Use lists, views, statuses, and OKR links to keep execution aligned with strategy.

Who this is for

All workspace members with access to Tasks.

Before you start

  • At least one task list in your workspace.

  • Editor or admin role to change list statuses and bulk actions.

Steps

  1. Tasks from the sidebar.

  2. Pick a folder or list. Switch views with List, Board, Timeline, Workload, or Overview (folders only).

  3. Drag tasks between status columns on Board view, or reorder rows in List view.

  4. Open a task to set assignee, due date, do date, estimate, and OKR links.

  5. From the New task menu, choose Voice to task on desktop (microphone on mobile) to dictate a title before you create the task.

  6. Link tasks to objectives or key results from the task detail panel for strategic context.

What you should see

Tasks move through your list workflow. Linked OKRs show related execution on the OKRs page. Views help you plan by assignee, timeline, or workload.

Troubleshooting

  • Cannot drag tasks between columns Confirm you have edit access on the list. Some views are read-only for viewers.

  • Status columns missing Open list settings and edit status columns. Defaults apply to new lists only until you customise.

  • Voice to task not available Use desktop New task menu or the mobile microphone in the task toolbar. Allow microphone permission in the browser.

Common questions

What is the difference between List and Board?

List is a spreadsheet-style table. Board is kanban columns with optional swimlanes.

Do statuses apply workspace-wide?

No. Each list has its own status columns.

Where do I learn about saved views?

See Saving and sharing task views for filters and shared views.

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