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Add Task Lists/Tasks

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A Task List is a series of tasks that need to be completed by a staff member or department. In Argenta, lists are sorted into “List Groups” so they can be grouped together by subject. Lists can be used in whatever way the user and/or team determines. One example of how Task Lists can be used, is to create a List Group for each of your departments, then include lists for specific projects or general tasks that need to be completed within that department.

 

To Add A Task List Group

From the Argenta main menu on the left-hand side of the screen, choose Workflow/Productivity > Task Lists. The Task List Groups page will come up.

 

Select the “Add A New Task List Group” button to add a List Group.

 

This will add a blank row in the list. Type the name of your new Task List Group. Next, specify whether the Task List Group should be a "Team Group", meaning all team members will have full access to view and update it, or a “Personal Group” meaning it can only be viewed and updated by the user who creates it.

 

Click the corresponding  button to finish adding the new Task List group.

 

To Add A Task List Within the Task List Group

Choose the Task List Group for your new list and select the corresponding  button. This will bring up the Task List Group’s List page displaying all the current lists within the List Group.

 

Click the “Add a New Task List” button. This will add a blank row in the list. Type the name of your new Task List. Next, specify whether the Task List should be a "Team List", meaning all team members will have full access to view and update it, or a “Personal List” meaning it can only be viewed and updated by the user who creates it.

 

Click the corresponding  button to finish adding the new list.

 

To Add Tasks To A Task List

Choose the list for your new Task and select the corresponding  button. This will bring up the Task Page displaying all the current tasks within the list.

 

Click the “Add New” button. This will add a blank row in the list. Type your new Task item.

 

Click the corresponding  button to finish adding the new Task item.

 

There is no limit to the number of Task List groups, Task Lists or Tasks that can be added. All entries are listed in alphabetical order.