TASKS - How to organize Tasks in PrivMX Fusion?

This tutorial will show you how to organize your Tasks, to boost your productivity at work. If you haven't read the tutorial about creating new Tasks, we suggest doing it first.

Tasks and Sections

organizetasksinPrivMXFusion

Tasks in PrivMX Fusion are assigned to selected users or groups of users. Because of its 2-dimensional structure, you can decide which group of Tasks you want to see by navigating on the side bar. At the top there is your private Section, where you can see your private Tasks (available only to you), all Tasks within Sections you have access to, and Tasks created by you (assigned to yourself as well as to other Team Members). Below, you can choose the thematic Section you’re interested in and PrivMX Fusion will display only the Tasks within the chosen Section. At the bottom, there is a list of your Team Members. After clicking on the particular user’s name you will see only the Tasks assigned to the person.

How to arrange lists

organizetasksinPrivMXFusion

Lists are useful to keep all the Tasks within a Section in order. You can set up a new list while creating a new Task or from the Task menu in the top right corner. The list can refer to whatever you want, you are free to name it and select an icon to help your team navigate. You can also move your Tasks form one list to another, or put a Task in more than one list. If for any reason you consider a list more important than others, you can click the pin icon (next to the list’s name) and the chosen list will always appear on the top. If necessary, you are also able to decide whether you want to see your Tasks sorted according to lists, or simply all the Tasks in a Section without the list arrangement. To adjust the view settings, click the icon on the right side of the top bar:

View options

organizetasksinPrivMXFusion

To make your experience with Tasks in PrivMX Fusion as smooth as possible, we have introduced different view options. You can decide whether you want to see your Tasks as a regular list, Kanban Boards or Tiles. Each type of view has its own adjustments, which you can find on the top bar. To change the view, use the three icons in the middle of the top bar.

As we have mentioned earlier, you can sort the Tasks according to list. By using the top bar settings menu you can decide to sort the Tasks according to the Task ID, publication date, modification date and status.

To see how to cooperate with your team using Tasks in PrivMX Fusion, read our next tutorial.

  • Team Member

How does PrivMX Pocket work?

A companion app for PrivMX Fusion. Keep selected Sections (Chats+Files) on your mobile, make and share text notes and photos and stay in touch with your Team - wherever you work.

  • Tools

TASKS - How to edit Tasks in PrivMX Fusion?

We have already discussed adding Tasks and organizing them, so please read our previous tutorials regarding Tasks first. When your Tasks are added and organized, the cooperation starts.

  • Tools

TASKS - How to organize Tasks in PrivMX Fusion?

This tutorial will show you how to manage Tasks, to make your workflow as effective as possible. If you haven’t read the tutorial about creating Tasks, we suggest doing it first.

  • Team Member

PrivMX Fusion user settings.

This tutorial will show you how to adjust your personal settings. From changing your password and setting up two-factor authentication to choosing a profile picture.

  • Tools

FILES - How to organize Files in PrivMX Fusion?

This tutorial will show you how to work with Files in PrivMX Fusion, arrange them within thematic Sections, attach to Tasks and more.

  • Tools

FILES - How to import your files to PrivMX Fusion?

This tutorial will show you how to upload files to PrivMX Fusion.

  • Tools

FILES - How to create new Files in PrivMX Fusion?

See how to create new text notes, spreadsheets, mindmaps, and record audio and video in PrivMX Fusion.

  • Tools

TASKS - How to create a Task in PrivMX Fusion?

Learn how to add a new Task, adjust it, assign Team Members and add attachments in PrivMX Fusion.

  • Team Member

How do PrivMX Fusion Sections work?

Learn how our 2-dimensional architecture with deeply interconnected Tools and Sections works.

  • Team Keeper

Creating a new Team Server hosted by PrivMX

This short tutorial will take you step by step through the process of creating a new PrivMX Team Server located in a data center of your choice offered by our company.

  • Tools

CALENDAR - How does the PrivMX Fusion Calendar work?

Learn all about Calendar's options in PrivMX Fusion: creating and keeping track of deadlines and time schedules.

  • Tools

CHAT - How does PrivMX Fusion Chat work?

Get to know all the features behind PrivMX Fusion Chat channels: Sections' Chat, one-on-one Chat and ad hoc group conversations.

  • Team Keeper

Adding new Team Members to your Team Server

Adding and managing Team Members’ account is solely assigned to Team Keeper – the person of the biggest authority within a PrivMX Team Server. See how to add more members to your team.

  • Team Keeper

Creating and Adjusting Sections for your Team

Arrange your projects, ideas, resources and workflow in PrivMX Sections with this step-by-step tutorial.

  • Team Keeper

Team Server settings

This article takes you through the settings within your Team Server.

  • Team Member

Logging into your PrivMX Fusion account

Welcome to PrivMX Fusion - your new workspace that's safe and agile at the same time. To make your onboarding experience smooth, we prepared this step-by-step tutorial.

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