How to Access WORKSPACE Tasks
Hello!
Ok, I'm brand new to Podio, but I'm using, modifying and LOVING it...
My question:
I see the Tasks panel up top, and I see that I can create tasks there and assign them to a specific Workspace, but this ends up adding a lot of clicks because the main tasks page takes you out of your Workspace and it takes multiple clicks to get back. And I see I can click to view all Workspace tasks from my Activity page, but how do I access my Workspace tasks from any page?
I mean, everything I do is within a single Workspace - and you would think there'd be a "Tasks" icon or something to get back to all my Tasks for that Workspace.
Am I missing it?
That's really very important and something I need to access many times throughout the day, and it takes a lot of clicks every time to get to it now.
Also, is there a way to have the main tasks auto-populate my Workspace so I don't have to select it every time? I don't ever want tasks to show up only there.
Thanks for the help!
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Hi Brian,
If you haven't got a workspace tasks tile on the workspace landing page (next to workspace activity ) you can create one, just click "Add tile". That is the place to work with workspace specific tasks. You could keep this open in a separate browser tab if it reduces the amount of clicks
Cheers
Paul -
Thanks Paul,
Yes, I have a Tile on the Activities page. But that's not very helpful at all. It will only display a few at a time, doesn't give you any filter / sort functionality, etc. It really looks like an afterthought to fill space rather than a useful feature.
What I want to access is the actual full page of Workspace tasks:
https://podio.com/WORKSPACENAME/my-workspace/tasks
I suppose I "can" keep a separate tab open all the time, but that seems like a poor work-around. Having to remember not to click into anything else from my Tasks tab is just awkward. Is there no way to create an icon or have a link from every page - or a keyboard shortcut - to access Workspace tasks? Seeing Workspace tasks with all the filtering / sorting features seems to be something incredibly useful, but now it's hidden under a single link on the Activities page.
Thanks!
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Hey Brian
Since the general task functionality is build to handle quick and smaller to-dos it might be handy for you to build and use a task app instead to structure team tasks? This will give you better overview and more functionality.
https://help.podio.com/hc/en-us/articles/201038678-Using-a-tasks-appIf not, the only way would be to access the workspace task list from a tile on the workspace home page (as suggested by Paul) or from clicking the wrench icon above the workspace activity stream, then choose "workspace tasks".
You can also look into this global task list build by a Podio partner:
http://podiotasks.phases.dk/login.php//Sara - Podio
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