Manage Task Lists in Task Settings

Manage task lists by accessing task settings within deals or in Global tasks.

Manage privacy settings, create new, update existing, and delete task lists. 

Task Settings is also where Task Roles can be assigned to individual users. 

📑Learn To: 

• Add New Task Lists
• Toggle Task List Privacy
• Rename or Delete Task Lists
• Add Users to Task Roles

💡Things to Consider

⚙️Steps

Add New Task Lists

1. Navigate to deal tasks or global tasks. 

2. Select settings from the sidebar. 

3. Select "+Create New Task List"
4. Under the Template dropdown, select a template or leave as "No Template" to create from scratch. 
5. Enter a name for the Task List.
6. Select "Create"

Toggle Task List Privacy

1. Navigate to deal tasks or global tasks. 

2. Select settings from the sidebar. 

3. Select the lock icon to toggle it to locked or unlocked. 
4. Locked Task Lists are considered private and are only visible to users who have been added to them. 
5. Unlocked task Lists are considered public and are visible to anyone who has access to the deal (if deal tasks).

Rename or Delete Task Lists

1. Navigate to deal tasks or global tasks. 

2. Select settings from the sidebar. 

3. To rename the task list, select the text and begin typing. 
4. To delete the task list, select the trash icon.

Add Users to Task Roles

1. Navigate to deal tasks or global tasks. 

2. Select settings from the sidebar. 

3. In the Manage Task Roles section, select the dropdown below any of the task roles to view a list of users.
4. Select a user from the dropdown. Any section, task item, or key date that has been assigned to that task role will now be assigned to the user that was selected.