Creating 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.

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Creating a Task from the Task Module #

The most direct way to create a task is through the Task module.

1. Navigate to Tasks using the left-hand navigation menu.
2. Click Add Task in the upper-right corner.
3. Complete the task details.
4. Assign the task and save.

The task will immediately appear on the task dashboard and be visible based on user permissions.

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Creating a Task During a Meeting #

Tasks can also be created directly within a meeting.

1. Open the meeting series.
2. Navigate to the Tasks section of the meeting agenda.
3. Click Add Task.
4. Complete the task details and save.

This is a common way to capture action items and commitments that arise during discussions.

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Creating a Task from a Roadmap Item #

Tasks can be linked directly to roadmap items within an initiative.

1. Open the initiative.
2. Select the roadmap item.
3. Add a task from the roadmap item’s collaboration area.
4. Assign the task and save.

Linking tasks to roadmap items helps break larger projects into smaller, actionable steps while maintaining visibility into overall progress.

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Task Notifications #

Whenever a task is assigned to a user, that individual receives an in-app notification.

This helps ensure accountability and keeps team members informed of new responsibilities.

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Task Fields #

When creating a task, you can complete the following fields:

Task Name #

A short 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 for visibility during meetings.

Roadmap Item #

Optionally link the task to a roadmap item within an initiative.

Note: Both the Meeting Series and Roadmap Item fields are optional.

Assigned To #

Select the individual responsible for completing the task.

Tasks can be assigned to another user or to yourself.

Due Date #

Set the target completion date for the task.

Link or URL #

Attach a website, document, file, or other resource related to the task.

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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.
• Create tasks during meetings to capture commitments while they are being discussed.
• Review tasks regularly to maintain accountability and progress.

Tasks are most effective when they represent clear, actionable next steps with defined ownership and deadlines.