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Setting Up and Managing Projects
Setting Up and Managing Projects
Create your own projects to share publicly or privately to create impact with your teams
26 articles in this collection
Written by
Mohd Sameer,
Steve Walker,
and
Matt Rickard
Basics
How to login to the desktop admin area
If you want to create projects, you'll do it in the web admin area
Written by
Matt Rickard
Updated over a week ago
Projects
Creating a new project
Get your new project up and running on Task
Written by
Steve Walker
Updated over a week ago
Project permissions - visibility and security
Understand the different security settings when managing your projects
Written by
Matt Rickard
Updated over a week ago
Task Templates
Using a Task Template to create your project
Fast creation of projects using templates defined by the community
Written by
Steve Walker
Updated over a week ago
Creating a Task Template from your project
Making it easy for others to copy and reuse the data gathering projects you have created
Written by
Steve Walker
Updated over a week ago
Publishing Task Templates to the Task community
Guide to getting your template ready for inclusion in the community library
Written by
Steve Walker
Updated over a week ago
Creating a Task Template landing page
Detailed breakdown of creating landing pages for Task Templates with free trial signup
Written by
Steve Walker
Updated over a week ago
Dynamic text replacement on Task Template landing pages
How to control the title and subheading of your landing pages from external sources such as Google Adwords
Written by
Steve Walker
Updated over a week ago
Tasks
Data validation - control data input provided via the Text Area component
Google places & addresses, integers and floating numbers
Written by
Steve Walker
Updated over a week ago
Create a new task
How to create tasks using the web interface
Written by
Mohd Sameer
Updated over a week ago
Creating tasks - best practise
How to ensure your tasks work across different communication channels
Written by
Steve Walker
Updated over a week ago
Managing tasks (edit, clone, delete)
How to edit, clone (replicate) and delete tasks
Written by
Steve Walker
Updated over a week ago
Setting Task locations and route maps
How to add geo-location and address information to enable google map guidance
Written by
Steve Walker
Updated over a week ago
Activity feedback fields options
The different ways you can get information back from Taskers via their mobiles
Written by
Steve Walker
Updated over a week ago
Linking out to documents - PDFs, Google Docs
Bring media and large content into your task briefs
Written by
Steve Walker
Updated over a week ago
Dropdowns - time selector and country list
Code to create a 24 hour time selector or complete list of all countries
Written by
Steve Walker
Updated over a week ago
Setting up task verification
Check tasks submitted by team members before marking them as complete
Written by
Steve Walker
Updated over a week ago
How to copy tasks between projects
Duplicate existing tasks with ease
Written by
Steve Walker
Updated over a week ago
Workflows
Creating a new task as a workflow step
Automate the next step in your teams process
Written by
Steve Walker
Updated over a week ago
Log task data to Google Sheets
Information collected sent to Google Sheet accounts using a Task workflow
Written by
Steve Walker
Updated over a week ago
Social network auto-publishing
Auto-publishing tasks to social networks
Update your social networks with completed Task activities
Written by
Matt Rickard
Updated over a week ago
Connecting to Facebook
How to setup the Facebook connection so you can auto-publish activities
Written by
Steve Walker
Updated over a week ago
Connecting to Twitter
How to setup the Twitter connection so you can auto-publish activities
Written by
Steve Walker
Updated over a week ago
Team
Building your team
Inviting and managing team members inside the project admin area
Written by
Mohd Sameer
Updated over a week ago
Team permissions
Allocating different permissions to team members
Written by
Steve Walker
Updated over a week ago
Advanced
Task categories - setup and management
Organising tasks into categories where large task numbers exist
Written by
Mohd Sameer
Updated over a week ago