When you display Tasks from a particular Section, clicking once on a chosen Task will result in showing its preview vertically or horizontally (according to your settings). The preview shows the Task’s status, its description, attachments and the whole history of changes and comments:
You can edit the Task directly from the preview, however, if you double click on a Task, a new Window with editing options will appear. Here, you can add comments to the Task, change its status and time frames, edit its description (remember that the first line of the description will later appear in bold), manage attachments, add the Task to a new or existing list or assign some more users:
Each Task is assigned to a particular Section. If you edit a Task, add some comments, upload more attachments, or change its status, Team Members with access to the Section will receive notifications. All the users who are a part of the Section will get notification, not only those assigned to the Task. As a result, the whole team has an overview of what is going on and is able to keep an eye on every ongoing process. Depending on your Chat settings, Task changes can be also visible in the Section’s Chat channel. To do that, go to the Chat and in the settings menu in the top right turn on the correct options (Show Task changes, Show new Tasks and Show Task comments).
Attaching Files to a Task
You can link a file to a Task by just typing in a forward slash and then pressing F2 button in the Task description field. Then you can choose a file and add it to your task right away. What's more, to start editing it, you just need to double-click – it will open in a new window, ready for changes. It also works the other way around – you can link to any Task in a text note or mindmap, just type in the hashtag button and then press F2 and confirm with an enter:
To fully explore all of PrivMX Fusion features, read our other tutorials.
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.
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.
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.
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.
This tutorial will show you how to work with Files in PrivMX Fusion, arrange them within thematic Sections, attach to Tasks and more.
This tutorial will show you how to upload files to PrivMX Fusion.
See how to create new text notes, spreadsheets, mindmaps, and record audio and video in PrivMX Fusion.
Learn how to add a new Task, adjust it, assign Team Members and add attachments in PrivMX Fusion.
Learn how our 2-dimensional architecture with deeply interconnected Tools and Sections works.
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.
Learn all about Calendar's options in PrivMX Fusion: creating and keeping track of deadlines and time schedules.
Get to know all the features behind PrivMX Fusion Chat channels: Sections' Chat, one-on-one Chat and ad hoc group conversations.
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.
Arrange your projects, ideas, resources and workflow in PrivMX Sections with this step-by-step tutorial.
This article takes you through the settings within your Team Server.
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.