Update Status (What’s Next)

 

What is it?

My Day offers you a complete daily planning experience. From ordering and prioritizing your tasks for the day, to processing action items and completing them – you can do it all from under one screen! As you finish your tasks (both personal and board items), you can easily swipe through to complete. While your personal tasks will be saved or you only, board tasks can also be updated externally for the rest of your team. The “Update status” feature will offer you three different ways to quickly edit the task so your team members will be up to date and get a full view of the current status.

Who has access?

How does it work?

  • Completing a board task will trigger the “Update status” feature.
  • Change the assignee, section or tags directly from the “Update status” feature.
  • The “Update status” is only for board tasks and will not work for tasks under personal lists.
  • Both personal and board tasks can be edited in full From the My Day view.

How to complete a personal task

✔️ Web/ Windows/ Mac

Before completing personal tasks you can edit and update them from the My Day view as well.

To complete the task, click on the checkbox next to the task.

Note: Once the task is completed you will not be able to edit it.

✔️ Android/ iOS

Before completing personal tasks you can edit and update them from the My Day view as well.

To complete the task, tap on the checkbox or swipe it from left to right.

Note: Once the task is completed you will not be able to edit it.


How to complete a board task

✔️ Web/ Windows/ Mac

From the My Day view, you can edit and update the board task in full.

To complete the board task, click on the checkbox next to the board task.

✔️ Android/ iOS

From the My Day view, you can edit and update the board task in full.

To complete the board task, tap on the checkbox or swipe it from left to right.


How to update a board task (tags/assignee/section)

✔️ Web/ Windows/ Mac

  1. Click on the checkbox next to the board task.
  2. From the right side click on Assignee/ Section/ Tags.
  3. Edit the task.

Note: For an external task you will get an option to update the task on the native app.

✔️ Android/ iOS

  1. Swipe a board task, or tap on the checkbox.
  2. From the bottom pop up tap on Assignee/ Section/ Tags.
  3. Edit the task.

Note: For an external task you will get an option to update the task on the native app.


 

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