Tasks
Tasks Overview
Last Updated: May 29, 2026Understanding 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: If you are a Company...
Creating A Task
Last Updated: May 29, 2026Creating Tasks Tasks can be created in several places throughout Propel, making it easy to capture action items wherever work is happening. Regardless of where a task is created, the process and functionality remain the same. Creating a Task from the Task Module The most direct way to create a task is through the Task...
Assigning A Task
Last Updated: May 29, 2026Assigning and Reassigning Tasks Every task in Propel includes two important fields: These fields help ensure accountability and visibility across the organization. Assigning a Task When creating a task, you can assign it to any active user within your organization. To assign a task: Note: A user must be active in Propel before they can...
Editing A Task
Last Updated: June 3, 2026Editing a Task Tasks can be edited at any time, provided you have permission to modify the task. Editing a task allows you to update information such as the task name, notes, assignee, due date, meeting series, roadmap item, or linked resources. Editing a Task The changes will be immediately reflected throughout the platform. Common...
Deleting A Task
Last Updated: June 3, 2026Completing and Deleting Tasks Before deleting a task, it’s important to understand the difference between completing a task and deleting a task. In most cases, completed work should be marked as complete rather than deleted. Completing a Task When a task has been finished, simply mark it as Complete. Completing a task removes it from...
Linking Tasks to Roadmap Items
Last Updated: June 3, 2026Linking Tasks to Roadmap Items Linking tasks to roadmap items helps connect day-to-day actions to larger projects and initiatives. This creates greater visibility, accountability, and progress tracking across the organization. There are multiple ways to link a task to a roadmap item in Propel. Linking a Task from a Roadmap Item Whether you’re working in...
Pinning A Task To A Meeting Series
Last Updated: May 29, 2026Pinning Tasks to a Meeting Series Tasks can be pinned to meeting series so they remain visible and actionable within the meetings where accountability and follow-up occur. There are several ways to pin a task to a meeting series in Propel. Pinning an Existing Task If a task already exists, you can pin it to...
How Can I View All the Tasks?
Last Updated: June 3, 2026Viewing and Managing Your Tasks All users have access to the Tasks module, which provides a centralized view of their assigned work across Propel. The Task dashboard serves as a roll-up of tasks from meetings, initiatives, roadmap items, and individually assigned tasks, making it easy to manage responsibilities from a single location. Accessing the Task...