Loop tasks can help you stay organized and on time. Tasks provide you with an itemized to-do list that can alert not only yourself, but also others, when certain tasks must be completed. Each of these lists can be created within your loop or loaded from preset templates created by you or your office.
Creating or Loading Task Lists
Within each loop, you will see the section labeled Tasks which, in most cases, will default to the bottom of your loop. By default, you have two options: Add Task List, or Load Template.
Add Task List
Click on the Add tasks heading.
A new task list will be created, named “My Tasks”. Click on the overflow icon to the right of the task list and click on the Rename option. Rename your list and press the Enter/Return key on your keyboard to save.
Click on the Load Template link.
Select one or more task lists from the Load task list window, then click the Add button.
Click on the Add a Task… field to start typing a task. Hit the Enter key on your keyboard to commit the text. Continue this until all tasks are added.
Click on the overflow icon to the right of any task you wish to rename or delete and choose the appropriate option.
To the right of each task, click on the link to set a due date for each task, as well as assign the task to a specific person if needed.
To the left of each task is a checkbox. Clicking on this box will complete the task.
Now that you have your first task list in your loop, at the top of the Tasks section will be the option to move your list to the top of the loop, as well as a button to create a new list.
To the right of a task list you wish to share within your loop, click the Share option in the overflow icon menu.
In the window, select a person in the loop you wish to share your list with, and click the Share button.
Upon hitting the Share button, a confirmation banner appears in the window. Click Done to return to your loop.