Using the Task Manager

We added a Task Manager to Mosaic to let you manage basic tasks and reminders for your Projects, as not everyone needs one, this is an optional paid feature on Mosaic, see this article for instructions to turn it on in your Projects.

Click on the Tasks Tab to view the Tasks Dashboard

The Tasks are split between To Do's and Documents

To Do's are simple reminders to perform an action, Document Reminders remind you to upload a document

Click on List to View the Tasks in a List format

You can filter and sort by Due Date, Type or Status

You can view the Project Specific Task Manager Dashboard

The Task Manager Dashboard will display all the Tasks created on this Project, regardless of who they are assigned to

Click on My Tasks to view all Tasks assigned to you

Click on a Task to view more details

You can also click the icons to perform quick actions

This is the Task View

Editing the Task is easy

Change the details of the Task and Update it

Mark the Task as Completed once done

Completed Tasks will sit on the "Completed" side of the board

You can Re-Open a Task if you accidentally Complete one

You can Mark a Task as In Progress directly from the Card View

Document Tasks

When You have been assigned a document Mosaic will create a Task like this in your Task Manager

If you want to Assign a Document Task to someone, you can also do this via the PCI

From the PCI, assign a document to someone or yourself

Choose the Collaborator you want to assign the Document to

You will see on the Task Manager Dashboard you have a New Document Task

You can upload the Document directly from the Task

Click on upload to begin the upload process