getting started with workflows tasks management

  • Updated

The Tasks feature allows users to efficiently manage, monitor, and request tasks generated from workflows or created ad-hoc tasks (non-workflow tasks). It provides a centralized dashboard where users can visualize tasks using customizable filters, ensuring quick access to the required information. Think of it as a centralized hub for managing tasks related to Projects and Leads, whether they originate from workflows or are created ad hoc.

key features

  • Centralized Visibility: Workflow-generated tasks and ad-hoc tasks appear in the dashboard.
  • Flexible Filtering: Multiple filters and groupings allow users to tailor the view.
  • Quick Insights: Summary cards provide instant visibility of workload, overdue items, and performance metrics.
  • Status-Based Organization: Tasks are automatically grouped by status for easier monitoring.
  • Improved Prioritization: Priority filters help users focus on the most critical tasks first.
  • Enhanced Productivity: Customizable date ranges streamline task tracking and time management.
  • Context Preservation: The persistent task side panel ensures uninterrupted workflow and quicker task management.
  • Quick access from anywhere: Use the task icon in the top bar to view your to-do tasks, pin important ones, quickly request a new task, or access the Tasks dashboard.
  • Fast task creation: Use the + icon in the top bar or press the T key to quickly create new ad-hoc tasks instantly from any screen.
  • Pin and manage tasks while navigating: Pin a task to keep it accessible while moving across Neostella. The task remains pinned at the bottom, allowing you to open, update, and manage it without losing your place.

tasks navigation

You can find all your tasks in the Tasks menu, regardless of their type.

  • In the Cases workspace, the Tasks menu displays all tasks associated with Projects, including ad-hoc tasks.
  • In the Intake workspace, the Tasks menu displays all tasks associated with Leads, including ad-hoc tasks.

Tasks related to a specific Project or Lead are also available in the Tasks section within the corresponding Project or Lead.

access the task dashboard (quick access)

To navigate to the Tasks dashboard, follow these steps:

  1. After accessing Neostella, in the upper panel click the Task icon and click the SEE ALL TASKS>. The Tasks dashboard is displayed.

access the task dashboard (cases workspace)

To navigate to the Tasks page in the Cases workspace, follow these steps:

  1. After accessing Neostella, click the grid iconand select the Cases workspace.
  2. Navigate to the Tasks menu. The Tasks dashboard is displayed.

access the task dashboard (intake workspace)

To navigate to the Tasks page in the Intake workspace, follow these steps:

  1. After accessing Neostella, click the grid iconand select the Intake workspace.
  2. Navigate to the Tasks menu. The Tasks dashboard is displayed.

access the task section within a project

  1. After accessing Neostella, click the grid icon and select the Cases workspace.
  2. Navigate to the Projects menu, and select the Project to display. 
  3. Select the Tasks section. The Tasks dashboard is displayed. Here, you will find all the tasks related to the specific Project selected in step 2.

access your task section within a lead

  1. After accessing Neostella, click the table icon and select the Intake workspace.
  2. Navigate to the Leads menu, and select the Lead to display. 
  3. Select the Tasks section. The Tasks dashboard is displayed. 

Here, you will find all the tasks related to the specific Lead selected in step 2. These tasks are also visible in the main Tasks view of each assigned user.