Understanding the Task Module #
The Task module is a central workspace for managing action items across Propel. It provides a single location to view, assign, track, and complete tasks throughout the platform.
Accessing the Task Module #
Select Tasks from the left-hand navigation menu.
The Task dashboard displays all tasks that:
- You have created
- Have been assigned to you
- Are visible based on your user permissions
If you are a Company Admin, you will see tasks across the entire organization. Using filters can help narrow the view to specific individuals, meetings, or task statuses.
Task Dashboard Overview #
At the top of the dashboard, you’ll find a summary of all open tasks, including:
- In Progress
- Not Started
- Overdue
This provides a quick snapshot of current activity and outstanding work.
You can also create new tasks directly from the Task dashboard.
Where Tasks Are Used in Propel #
Tasks can exist in multiple areas of the platform.
Within Meetings #
Tasks have their own section within meeting agendas and are commonly used to assign follow-up actions during discussions.
Within Initiatives #
Tasks can also be linked directly to roadmap items inside an initiative.
This allows larger projects to be broken down into specific actions assigned to individual team members.
Task Notifications #
Whenever a task is assigned to someone, that individual receives an in-app notification.
Notifications help ensure team members are aware of new responsibilities and upcoming due dates.
Creating a Task #
When creating a task, you can define:
Task Name #
A clear title describing the action that needs to be completed.
Notes #
Additional details, instructions, or context related to the task.
Meeting Series #
Optionally pin the task to a meeting series.
Roadmap Item #
Optionally link the task to a roadmap item within an initiative.
Note: Linking a task to a meeting series or roadmap item is optional.
Assigned To #
Every task must be assigned to a user.
You may assign the task to yourself or another team member.
Due Date #
Set a target completion date for the task.
Link or URL #
Include a website, document, file, or other resource that will help complete the task.
Best Practices #
For the best results:
- Assign every task to a specific owner.
- Include clear notes and expectations.
- Set realistic due dates.
- Link tasks to roadmap items whenever they support a larger initiative.
- Review tasks regularly during meetings to maintain accountability.
Tasks are most effective when they represent specific actions that can be completed, tracked, and reviewed over time.