Task Management in Elevale

Tasks are the building blocks of execution. Elevale provides powerful tools to organise, track, and complete work.

Task Basics

Every task in Elevale includes:

• Title - Clear, action-oriented name

• Description - Detailed context and requirements

• Status - Todo, In Progress, Done

• Priority - Low, Medium, High, Urgent

• Assignee - Who is responsible

• Due Date - When it needs to be completed

• Tags - Categorisation and filtering

• Attachments - Files and links

• Comments - Discussions and updates

Task Lists

Organise tasks into lists for better structure:

• Project Lists - Group tasks by project

• Sprint Lists - Organise by time period

• Department Lists - Separate by team

• Personal Lists - Individual to-dos

Task Folders

Create folders to organise multiple lists:

• Nest lists within folders

• Create a hierarchical structure

• Keep related work together

• Improve navigation

Task Views

List View

Traditional list format showing all task details in rows. Best for detailed task management and quick scanning.

Board View

Kanban-style board with columns for each status. Best for visualising workflow and moving tasks through stages.

• Drag and drop between columns

• See work in progress

• Identify bottlenecks

Linking Tasks to OKRs

Connect tasks to key results to ensure execution aligns with strategy:

Linked tasks appear on OKR pages and contribute to progress tracking.

Task Workflow

Creating Tasks

Working on Tasks

Filters and Search

Find tasks quickly using:

• Status filters - Show only specific statuses

• Assignee filters - See tasks by person

• Priority filters - Focus on urgent items

• Tag filters - Group by category

• Search - Find by keyword

Best Practices

• Write clear, actionable task titles

• Break large tasks into smaller subtasks

• Set realistic due dates

• Update status regularly

• Use comments for updates

• Link tasks to OKRs

• Review completed tasks weekly

• Archive old tasks

Master task management to drive execution! ✅

Organising tasks with drag and drop

• Reorder tasks and subtasks in list views using drag and drop.

• Group work by list, assignee, or OKR link depending on your view.

Linking tasks to OKRs

• Open a task and link it to an objective or key result for automatic strategic context.

• Use OKR deep links from notifications and the OKRs page to jump to related work.