GETTING STARTED
Introduction
Core capabilities of Workspace.ai
Release Notes
Product Keyboard Shortcuts
FAQ

WORKSPACES - ORGANIZE YOUR WORK
Workspace Overview
Create a new workspace
Join an existing workspace
Perform other actions on a workspace board
Upload files to your workspace
Add Boards to workspace
Create Folder

TABLE
Table Overview
Create a new table from scratch
Import data into your table
Connect to an existing data source
Create a new table from a template
Add a column to the table
Collaborate using Add ON in a table
Add a new view to the table
Other options in the table
Perform other actions in the table
Perform other actions on a record in a table

APPLICATION
Application Overview
Create a new application
Add a new table to your application
Perform other actions in an application

AUTOMATIONS & INTEGRATIONS
Automations & Integrations Overview
Create automation and automation triggers
Integration with external third-party tools

DOCUMENTS
AI Document Overview
Create a new document
Create a new document from a template
Modify the document using contextual items
Manage your document
Perform other actions in the document

EMBED
Embed Overview
Embed a webpage
Perform other actions on the embedded webpage

HOME
Home page overview

TO-DOs
To-Do Overview
Create a new task
Perform other actions in the To-Dos list
Filter options in the To-do list

CALENDAR
Calendar Overview
Create a new Calendar event

UNIVERSAL SEARCH
Search Overview
How to use the search and apply filters
Connect to an external search skill for extended search

ADMINISTRATION
Add a new bot skill

WORK WITH KORA BOT
Kora Overview & Capabilities
How to use the Kora Bot
Manage Widgets in Kora Bot

ANALYTICS
Analytics Overview
Create a new dashboard
Perform other actions in a dashboard
Add a widget in a dashboard
Perform more actions on a widget

API REFERENCE
API Introduction
Generating an API key
List of APIs
User Profile APIs
Get self-user profile
Search for users account
Search for workspaces of users
Table App APIs
Search for a Table App for which user got access
Get specific tableapp by tablapp ID
Get specific table of a tableapp using table ID
Get rows of a table
Create row inside a table with content
Get specific row of a table using rowID
Update specific row of a table using rowID
Delete specific row of a table using rowID
Poll for table row updates from specific time
  1. Home
  2. To-Do Overview
  3. Create a new task

Create a new task

You can create a new To-do list for yourself and for your team to track your tasks and activities.

To create a new to do list, follow these steps:

  1. Click the Tick icon from the bottom bar of the Workspace.ai application. The To Dos dialog is displayed.
  2. Click the +New task button and in the next screen click the + icon corresponding to the New task section.
  3. Enter a Name for your To-Do list in the Task name box, select an assignee for the task if required , set a due date for task, also a context for the task, and click Save.

Add a new task to your To-do list

You can create any number of tasks on your list. You can also create multiple tasks by entering them continuously. You can assign a task to other members and set a due date for completion of the task. Members to whom you have assigned the task will get a notification regarding the task.

To add a new task to the list, follow these steps:

    1. Click the Tick icon from the bottom bar of the Workspace.ai application. The To Dos dialog is displayed with the list of all the To-dos you have created.
    2. Click the +New Task button and enter a Task name for the task.
    3. Click the Assignee button and type the name of the member you want to assign this task. You can also add multiple assignee names.
    4. Click Due date and select the date by when you want the task to be completed from the calendar pop-up displayed.
    5. Click Save to save the task to your list.
      Note: You can click the Delete icon corresponding to each task to delete it and you can click the task to modify the details if required.

Create a new section in your to do list

You can create any number of sections in your list to organize and categorize your tasks in a better way. The sections that are assigned to you are for your personal use and are not shared with other users. For example, if a user assigns a task “Provide estimates” under section “Grooming” to another user, then the second user will not be able to see the section “Grooming”, but the task “Provide estimates” appears under the “Assigned by others” section in the To-Dos list dialog.

To create a new section, follow these steps:

  1. Click the three dots icon corresponding to the name of the to-do list on the To-Dos dialog. A list of options is displayed.
  2. Click Create new section from the options. Enter a name for your section in the Name of this section field and click Done to save the name.

The new section is created under your Task. You can keep adding any number of sections under the task list and add tasks in the sections as well.

Note: You have options to collapse and expand all the sections of a task in the popup screen with the list of options.

 

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