Using Tasks in Propel Your Business #
Tasks are a key function within Propel Your Business, especially when it comes to running effective meetings. Let’s look at how tasks work in two places within the software:
1. Tasks from the Navigation Bar #
On the left-hand side, you’ll see Tasks in the navigation menu.
This section shows all company tasks you have visibility into. Depending on your role:
- Company Admins can view all tasks across the organization.
- Company Users will only see tasks assigned to them.
From this dashboard, you can:
- View task details, including task name, creator, assignee, notes, due date, linked meeting series, and status.
- See if a task includes an associated link.
- Edit or delete tasks.
- Track task activity.
- Create new tasks—either tied to a meeting or independent of one.
This dashboard is your central view for keeping track of what needs to be done across the company.
2. Tasks Within a Meeting Series #
The second place you’ll use tasks is within a meeting itself. In the agenda bar, tasks appear after initiatives.
This is intentional—tasks are the action items that help move initiatives forward.
- Example: If your initiative is “Create a 12-month cash flow forecast,” a related task might be “Set budgeting parameters” or “Assign someone to collect and deliver the data.”
Inside the meeting view, you can:
- Track past tasks and create new ones.
- Pin tasks from the main Task Dashboard into the meeting series (as long as you’re the task owner).
- Filter between My Tasks and All Tasks (admins see all, users see only theirs).
- Create new tasks directly in the meeting—these will automatically be linked to that specific meeting series.
✅ Key Point:
Tasks created outside of meetings can still be pinned to meetings later. Tasks created inside a meeting are automatically tied to that meeting series.
3. Support Resources #
For more details on using tasks, visit the Support Desk, where you’ll find additional videos and guides on this topic.