⚠️ This article has been archived and is scheduled for deletion. Please see the Getting Started with Tasks article for information the most up-to-date information on the Tasks Module.
Tasks Module Overview
The January 2023 Bolt Update Element451 Tasks Module is built on the success and popularity of our legacy Task Manager.
Centered around our Bolt UI and our core product principles—Productivity, Personalization, Intelligence & Connectivity—Bolt Tasks brings new features and more power to help you get more done in less time.
Accessing Tasks
Tasks can be accessed from the Contacts menu in the top navigation.
Select Contacts > Tasks
Tasks
The Tasks Overview Dashboard is the main screen within the Tasks module. It lets you quickly see the tasks you and your team need to focus on. Think of it as your personalized, intelligent to-do list.
This screen consists of 3 main areas:
Header: Use the + Create Task button in the header to add a task for you or a member of your team.
Sidebar: Access pre-filtered lists quickly using the All Tasks, Your Tasks or Created by You fast-filter options in the Sidebar. Queues can also be accessed from the sidebar.
Task List: This is the main working area for Tasks. It includes list stats, task search and filter options as well as the task list itself.
Permissions Used to Access Tasks:
View Tasks - User can see tasks but can not create, edit or delete tasks. They may also Subscribe or Unsubscribe from tasks.
Tasks User - User can create/edit/delete tasks. They may also Subscribe or Unsubscribe from tasks.
Video: Tasks Overview
Creating a New Task
Create a new task by clicking on the + Create Task in the header. This will open a side sheet where you can fill in the task details. Once all required fields are entered, you can save your new task.
You can create a subtask while you create a parent task by clicking on the + Add Subtask button on the manage task sheet.
Video: Creating a New Task
Queues
Queues allow you to guide your team's work in a whole new way. Queues are dynamic lists based on conditions set by a queue administrator. Create Queues around various business processes to increase the visibility of those tasks for your team. You can look at tasks related to a people segment, filter by task properties or both.
Permissions Used for Queues:
View Tasks - User can see queues and the associated tasks, but can not create, edit or delete tasks.
Tasks User - User can see queues and create/edit/delete associated tasksUser can create/edit/delete tasks.
Administer Queues: User can create/edit/delete Queues, setting the name and conditions for Queues.
Task Mode
Another way Element451's Tasks Module makes it easier to get things done faster and never loose sight of the task at hand. Introducing Task Mode. Enable Task Mode by clicking on the Tasks icon in the upper right of the Element451 navigation ribbon.
Task Mode creates a playlist of overdue tasks and tasks that are due today. Your Tasks Mode ribbon will stay with you as you navigate to various modules Element451.
Video: Using Task Mode
Email Notifications
Element will send users assigned tasks a daily digest of their upcoming tasks due each day. This notification is sent early each morning, usually just after midnight. This is the only email notification that is sent regarding tasks.
Given that dozens of new tasks could be created, assigned or modified Element451 does not send email notifications for individual assignments, updates or changed to individual tasks.