Viewing 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 Module #
Select Tasks from the left-hand navigation menu.
The dashboard displays:
- Tasks assigned to you.
- Tasks created by you.
- Additional tasks you have permission to view.
Depending on your user permissions, you may also have visibility into tasks assigned to other individuals within the organization.
Understanding the Task Dashboard #
The Task dashboard consolidates tasks from across the platform, including:
- Meeting series
- Initiatives
- Roadmap items
- Standalone tasks
This provides a single place to monitor progress and manage responsibilities without having to navigate between multiple modules.
Using Filters #
The filter bar allows you to quickly narrow your task list and locate specific tasks.
Common filtering options may include:
- Assigned user
- Task creator
- Status
- Due date range
- Meeting series
- Roadmap item
Using filters is especially helpful for managers and administrators who need visibility across multiple users and projects.
Tasks Outside of Meetings #
Not every task needs to be connected to a meeting, initiative, or roadmap item.
You can create and assign tasks independently for personal reminders, operational work, or one-time action items.
These tasks will still appear in your Task dashboard and can be tracked alongside all other work in the platform.
Task Visibility #
By default, users see:
- Tasks assigned to them.
- Tasks they created.
Users with elevated permissions, such as Company Admins, may have visibility into tasks assigned to other users throughout the organization.
Best Practices #
To get the most value from the Task dashboard:
- Review your task list regularly.
- Use filters to focus on current priorities.
- Keep task statuses updated.
- Complete tasks when finished rather than leaving them open.
- Assign clear ownership for every task.
- Use linked tasks when supporting roadmap items or initiatives.
The Task dashboard is designed to provide a complete picture of your responsibilities across Propel, helping ensure that important work stays visible, organized, and accountable.