Where are my tasks?
There are two ways to find them:
1- The Task Page (↗) is the primary place to see all of your incomplete tasks. By default, the tasks shown are only the tasks that are overdue or due that day. To tasks with upcoming due dates, select "Next 7 days" or "Next 30 days" to include tasks that are due within those time frames.
2- An additional way is by using the report builder (↗) to create a list of tasks assigned to you. To build this report, you'll create a "List of Tasks." You can add customize the criteria to display different task, such as by due date, by who they're assigned to, by only overdue tasks, etc.
How does Filevine decide what goes in my Tasks?
Any time an assignment is made to you with the “Assign to” button or with the @username function, Filevine instantly moves that entire vine into your Tasks.
How to organize Tasks in Filevine
It’s easy to quickly have too many tasks to manage! The best way to deal with Tasks is by prioritizing, organizing, and delegating.
At the beginning and end of each day, go through your entire Tasks list and begin to prioritize what needs to be done. If you have a Task that you want to defer for a few days, set a date for that Task to appear at the top of your Tasks list by using the set date button, or by typing an asterisk “*” followed by the date or time frame. For example: @myusername I need to look at this *next Thursday. Filevine understands that the words after the “*” are a date and will put it on your Tasks for that day.
Delegate Tasks to others by using the Assign To button or the “@” sign followed by the person’s user name. For example: @username will you please see to this? The Task will instantly move to @username’s Tasks list.
Finally, to move Tasks “Up” the Tasks list for quicker attention, simply make a new comment on the Task. It is common for users to simply type “Bump” to make the Task move to the top of the list.
Getting things done
The Tasks in Filevine are very well suited to the “Getting Things Done” method of productivity. Use the tools mentioned above to defer, delegate, or do it now on a daily basis and get more done than you ever have before. To learn more about this method, click here: Getting Things Done