FAQ: Tag

Tag: tasks

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      How do I organize tasks with labels?

      You can create color-coded task labels to categorize and organize work. Labels can be used to indicate priority, task type, department, or any custom categorization you need. You can filter tasks by labels and create custom label palettes that work across your projects.

      How do board automations work?

      Board automations let you set up automatic actions that trigger when tasks move to specific columns. You can auto-assign team members, send notifications, update task status, trigger webhooks, or perform other actions automatically. This reduces manual work and keeps everyone informed about project progress.

      What features are available through Telegram?

      Corcava's Telegram integration allows you to manage tasks, receive notifications, and track time directly through Telegram. You can create tasks, get project updates, and stay connected without switching apps. This is perfect for teams that primarily use Telegram for communication.

      Can I set time estimates for tasks?

      Yes, you can add time estimates to tasks for budget tracking. Tasks include estimate fields that you can use to plan project timelines and compare estimated vs actual time spent. This helps with project profitability analysis and resource planning.

      How does team collaboration work on tasks?

      Tasks include a commenting system for team collaboration. You can add comments to discuss work, use @mentions to notify specific team members, and view a complete activity timeline showing all task events, assignments, and changes. This keeps all project communication in context.

      Can I create recurring tasks?

      While individual recurring tasks aren't a standalone feature, you can use board automations and pipeline workflows to create task patterns that repeat based on triggers or schedules. For repeating project work, you can also duplicate boards and tasks as needed.

      Can I create tasks from emails?

      Yes, Corcava's email integration allows you to connect multiple email accounts (Gmail, Outlook) and track incoming communications. The system supports email-to-task conversion and integrates email tracking with your CRM for complete communication history.

      Can I move tasks between different boards?

      Yes, Corcava supports cross-board task management. You can move tasks between different project boards seamlessly, reorganize work as priorities shift, and maintain all task context, comments, and history when moving tasks. This provides flexibility in organizing work across your projects.

      How do I filter tasks to see specific work?

      You can filter tasks by assigned team members, filter by task labels, search for tasks by name or content, and use the global search to find tasks across all projects. Filtering helps you focus on specific work, see what's assigned to you, or review tasks by category.

      Can I perform bulk operations on tasks?

      Yes, you can perform efficient bulk operations including moving multiple tasks between columns or boards, bulk task creation through file upload, and using drag-and-drop for multiple items. This saves time when reorganizing large projects or importing task lists.