Task board

The task board assigns, claims, tracks, and approves work by priority. It is the hub of team collaboration.

Task list

• Views along the topAll / Open / My to-dos / Awaiting my approval / Team pool / Assigned by me / Notification binding — filter as you need.
• What each row showsStatus, due date, and origin, so progress is obvious at a glance.
• Team poolUnclaimed tasks go into the team pool, where any member can pick them up.
• New task“New task” in the top right creates and assigns work.

Notification binding

Offline notification binding solves the “nobody knew about the task because I was not online” problem: assignments, approvals, nudges, and due dates are delivered to you according to these settings.

• Delivery channelsWeCom first, email as a fallback — two routes so nothing is missed.
• Summary onlyNotifications carry only the title and a link, never the body of the task, which keeps the content safe.
• Blank means noneLeave the fields empty and you will not receive offline notifications.
• How to fill it inEnter your email address and WeCom member ID, then save the binding.

Creating a task

Describe the work, set a priority, and choose who it goes to. You can also attach reference files and mirror it into the calendar as a meeting.

• Title (required)One sentence saying what needs to be done.
• Description / acceptance criteriaAdd the detail and say what counts as done — it saves a round of back and forth.
• Priority (four quadrants)Set priority by importance and urgency to help with scheduling.
• Assignment and collaborationAssign to a colleague, a digital employee, or a team, and optionally set an approver.