Accessing Tasks
To access the Tasks dashboard, select Tasks in the GovDash navigation menu.
Creating Tasks
To create a new task, click the New Task button in the top right of the page. From the task creation screen:
Link to — You can optionally choose to link the task to a record in GovDash, whether that be a capture opportunity, proposal response, contract, Pricer workbook, and more.
Entity — If you chose to link the task to a record in GovDash, choose the record from this drop down.
Task Name/Task Description — Provide your task with a title and description.
Priority — Choose your task priority.
Assignee — Assign a member of your team to the task.
Start and Due Dates — Assign a start date and due date for your task.
Filters and View Customization
Using the Filters1, Type2, and Sorted by3 buttons, you can fully tailor your views to your needs. You can save and recall previously saved views4 and set your default view.
Under Customize, you can adjust the layout, visible columns, visible card pills, and show subtasks in the current view.
Task View
The task view allows you to adjust the task details that have already been set, but in addition, you can create subtasks, collaborate with your team in comments, and review the task activity log. You can also duplicate a task from this view using the Duplicate button in the top right, or delete the task entirely.