Creating a Task in Riffle
There are 2 primary ways to create a task, both take you to the same form.
From anywhere in Riffle
Press the Tasks button in the top-right corner of the header.
The tasks panel will appear, showing your current tasks.
Press Create Task at the bottom of the panel.
Related: Managing Tasks
From a Project Overview page
Open the project you want to associate the task with.
Press Create a task for this project on the right side of the page. The modal will open with the Project Name field already filled in.
Related: Managing tasks
Filling out the task
Select a Task Owner from the dropdown. This is the teammate responsible for completing the task.
Tip: you can self-assign tasks to leverage them as reminders!Enter a Due Date.
Optionally, add a Due Time if the task needs more detailed timing.
Enter a Project Name to associate the task to a specific project.
RiffleCM will pre-fill this in for you if you are already viewing a specific project
This is optional; you don't have to associate tasks to projects; you can leverage tasks as general reminders for pretty much anything!
Enter a Task Name
This is a short description of what needs to be completed.
Add Task Details
This gives the owner more context on what you need.
Check any relevant notification options:
Mark task as urgent to flag it for high-priority attention.
Alert owner the day the task is due to send a same-day reminder.
Alert owner 48 hours before the task is due to give advance notice.
Press Create Task to save, or Cancel to discard.
That's it! Once you press "Create Task" the task owner will immediately see a task appear in their Tasks Panel, and hear an alert tone.