Tasks: Create, Assign and Track Work

What tasks are for

Tasks are the unit of day-to-day work in Oris Work: a thing that one or more people must do by a date. A task can stand alone or be linked to a client, contact, deal, lead or project. Tasks that belong to an engagement also carry the time logged against that engagement. Open Tasks from the sidebar.

Create a task

• Click 'New task'.
• Enter a Title (required) and an optional Description.
• Choose a Priority: Low, Medium, High or Urgent.
• Set a Due date and pick an Assignee. Leave it as 'Unassigned' if nobody owns it yet.
• Use 'Linked to' to attach it to a Client, Contact, Deal, Lead or Project. When you choose Client, a client picker appears.
• Optionally set a Recurrence (Daily, Weekly, Monthly or Yearly) and an End date.
• Save. The assignee gets an in-app notification (you are not notified about tasks you assign to yourself).

Views, filters and bulk changes

Use the List, Board and Workload switch at the top right.

• List: filter by the All, To Do, In Progress and Done tabs. Click the circle beside a task to move it To Do, then In Progress, then Done, and back to To Do.
• Board: three columns (To Do, In Progress, Done). Drag a card between columns to change its status.
• Workload: open and overdue task counts for each team member, so you can see who is overloaded.
• Bulk status: in the List view tick the boxes beside several tasks, choose a status in the bar that appears, and click Apply. You are asked to confirm first.

Inside a task: time, people, checklist and comments

Click Edit on a task to open its details. Below the form you can work with:

• Time: 'Start timer' and 'Stop & log' record the elapsed time against the task. You can also use the Log time button on the task row to enter Hours and Minutes with a Note.
• Assignees: add more team members beyond the main assignee.
• Followers: people who want to watch the task without owning it.
• Checklist: small sub-steps you can tick off.
• Comments and Files: discuss the task and attach documents.

Recurring tasks

When you mark a recurring task Done, Oris Work creates the next occurrence automatically, due one day, week, month or year after the previous due date. This needs a due date on the task, and no new task is created once the next date would pass the recurrence End date.

Who can do what

Creating and editing tasks follows your role's permissions for Tasks (see Roles and Permissions). By default every team role can create and edit, while deleting is limited to admins. The task list shows all tasks in your organisation, not only your own; use Workload or the dashboard banners (for example overdue tasks with no owner) to narrow in.

Common problems

• Stop & log fails with a timesheet-locked message: the week you are logging into has been submitted or approved on the Timesheet. Recall it first, or ask an approver (see Timesheets).
• A task shows 'Could not update task': you may only have view access. Ask an admin to check your role.
• No next occurrence appeared for a recurring task: add a due date to the task and check the recurrence End date has not passed.