Detailed Instructions

Saved Searches and Exporting Search Results
Reports are now known as "saved searches."  You can now search using a keyword and/or filters - including tags - plus have ability to save and dow...
Wed, 26 May, 2021 at 9:26 AM
Advanced searches and reports
Advanced search is a way to help you quickly and easily find the tasks that meet 2 or more criteria.   There are multiple parameters that can be used: Tas...
Tue, 2 Mar, 2021 at 11:01 AM
How to download reports as a CSV file
Using our reports function, you can export task information from spaces in which you are a member.  Only Premium (paid) teams can export task information as...
Wed, 14 Apr, 2021 at 9:07 AM
How to use the quick search
You can use our quick search to use keywords to find tasks and subtasks, as well as spaces and reports. Quick tip - Users on the Essential/free plan wil...
Wed, 14 Apr, 2021 at 12:55 PM
How to add a task description
Adding a description to a task is a great way to provide information about a task, ensuring clear objectives for your assignee(s.) To add a task descriptio...
Mon, 15 Mar, 2021 at 4:39 PM