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RDash Help & Support

RDash

Now, users can create tasks within their organization. Tasks can be easily created with closure dates on RDash. Additionally, the option to set reminders for these tasks is available. These reminders will help you prioritize and stay on top of your tasks, ensuring they are completed before the deadline.



Upon clicking the "Create New Task" button, you will be directed to the Task Description section. Here, you have the ability to tag the person for whom you are creating the task. You can either assign the task to a different individual or delegate it to someone else. Additionally, you can set a deadline for each task.

Once you have created a task, it will automatically comes under the Important task bucket and it shows the total task in your bucket, the tagged person can reply from their itself.


Users can also edit or archive existing tasks by simply clicking on the three dots icon. This allows them to edit the assigned person and update the task description as needed.

Users can set reminders for specific tasks by clicking on the "Remind Later" button. A new window will pop up, offering auto-suggested timing options for reminders. Additionally, users have the flexibility to write their own custom reminders in this window.

Once you set the reminder for a task, it will automatically be placed in the "Reminder" bucket, which will then prompt you with notifications to complete the task.

RDash Task Manager

You can create tasks and requests by navigating to Task manager by clicking on "My Task" on the left panel. To create a New Task enter the task description, add attachments or images, select an assignee, choose a due date, and click "Submit." Additionally, you can create requests for other expenses, vendor invoices, vendor payments, and orders by selecting the specific project for the request.

For better understanding please watch this tutorial video. 

How to create Tasks and Requests

The tasks in task manager are classified into various buckets. 

Important tasks are the ones that are yet to be completed. You can set reminders to these tasks, pushing them into the Reminder bucket.If you are mentioned in a task then those will appear in the Mentions category. There is a separate segregation of tasks for you and the ones created by you. 

Requests initiated by you are also categorized into pending, draft and archived. Approvals bucket includes approvals pending on you which are further classified into immediate and upcoming. 

All the comments inside all your projects are clubbed together under My Comments.