What are Tasks

Explanation video: https://www.loom.com/share/fec2f9d664554eeeaaadc3b0d1d28320

Getting Started with Tasks

• Accessing the Tasks box on the My Home page

• Accessing the Tasks box on a Contact Profile page

• Accessing the Manage Tasks page

Accessing the Tasks box on the My Home page

• Go to My Home

• On the right column is the Tasks box

• From here you can

  • Create a new task

  • See tasks on your To Do list

  • See tasks that are Done

Accessing the Tasks box on a Contact Profile page

• A filtered version of the Tasks box appears on the right column of the Contact profile page

Accessing tasks from the Manage Tasks page

• Go to My Apps in the top menu

• Select Tasks

• You arrive on the Manage Tasks page

• From here you can

  • Create a new task

  • See tasks on your To Do list

  • See tasks that are Done

Why we created the Makerble Tasks Application

• Makerble’s slogan is Achieve Anything.

• We want to give everyone the insights they need to achieve their goals…

  • This means

    • understanding what is working and what isn’t working;

    • knowing why it isn’t working

    • feeling that you have enough ideas to make it start working

• and we also want to provide everyone with the management tools that they need to achieve those goals.

  • This means

    • enabling people to create To Do lists and mark tasks as Done

Our stories, surveys and progress boards allow people to get the insights they need.

The Makerble Tasks App is the first way that we are giving people the management tools to achieve those goals.