• Use Case — Tasks

Introduction

At SwitchBase, Tasks are lightweight approach for To Do lists. Tasks also act as weekly updates, transparently outlining what team members are working on, what they've accomplished, and what they plan to do next. Let's look at the Dashboard:

• A. An Event Controller widget is used to filter upcoming weeks
• B. Tasks can be Filtered to focus on individuals
  • In the below image, we've segmented out the Tasks for Karl, Kami, and Trever for the selected week
• C. Some team members apply a Priority to their Tasks → High, Mid, Low
• D. To create new Tasks, click the +Orange button!

Teams at SwitchBase can also create separate Dashboards to examine Group Tasks in their own unique way → ex. Eng Tasks for the Engineering Team. There is also a unique Engineering Form for their Tasks.

Are Tasks for you and your team?

• Tasks foster transparency, encourage collaboration, and help teams stay aligned
• If you want to set up Tasks for your team, let us know and we'll help!
• There are no extra fees! In fact, our motto is "Try stuff!"
  • If you think of a new Use Case, let's build it together, and share the results with the SwitchBase community!

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How the SwitchBase Team enters Tasks

SwitchBase provides team members with a Task Form and an associated Dashboard where they record, update, and share their Tasks.

To enter Tasks, team members will:

1. Open the Tasks Dashboard

2. Click the +Orange Create Records icon

   

3. Select Tasks → from the Forms list

   

4. Pick Create Blank → or select a Shortcut name

   • Team members can request a Shortcut, which speeds Task creation along

   

5. Fill in the fields. For example, in the Summary and Description Fields, enter →

   • What you're working on
   • What’s next
   • Things to remember
   • Whatever you find helpful!

   

6. Save by clicking Create → or tap the + button to Create & Start Another Task

   

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Update & Delete Existing Tasks

1. Click any Task in your Records Table → and open the Edit Record view

2. Update your Task's status → ex. To Do > In Progress > Closed-Won't Do > Closed-Done

   

3. Edit the Summaries or Descriptions → or any other Fields

4. Add a Priority if you like → ex. High, Mid, Low

5. Click Comments to add an idea to a Task

   • Team members or Managers may add comments

6. Select the X → to Close an open Task

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Delete Tasks

To delete a Task:

1. Select any Task → from the Records Table

2. Click the Ellipsis (...) from the Edit Record view

3. Pick Delete Record

   

4. Click the red Delete button to confirm the deletion

   

Why can't I delete a Task?

• You may be restricted from deleting Records (even personal Tasks) for two main reasons:

  • Your Role Permissions: Your User Role may not include the ability to delete Tasks
  • Best Practice: Deletion is often limited to managers/admins to prevent the accidental or malicious removal of sensitive data
  • What to Do: If the Ellipsis (... → Delete Record option) is missing, consult your supervisor

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Save time

Forward Tasks Ahead a Week

Don't rewrite an unfinished Task — just move it forward a week!

1. Click any Task in your Records Table → and open its Edit Record view

2. Click the Date field → and forward the Task from one week to the next

   

3. This update will appear automatically in the Records Table

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Use Shortcuts!

Shortcuts are customized, pre-populated sub-forms. With Shortcuts, you can set default Values and hide unnecessary Fields

• Open Shortcuts from the menus following a Form selection

  • For example, Shortcuts for Tasks can include the names of the Team Members → ex. Scott, Benji, Trever, etc.
  • Create as many Shortcuts as you need!

  

  • Learn more in our Shortcuts article

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Expand Tasks to a Full Browser Tab

Expand the Task to a full browser tab for easier editing. The Record will open in its own dedicated window that you can leave open and return to as needed.

To do so:

1. Click the Expand icon

   

2. Edit your Task in the expanded, full Tab view

   !

3. Click X to close the Tab

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Add a Comment

Each Comment becomes part of the Record Metadata section, appearing next to the Activity Log. While the Activity Log is generated automatically by the SwitchBase platform, Comments are left in your hands.

Simply tap to switch between the Comments (left tab) and your Activity Log (right tab).

To add a comment to a Task:

1. Click Comments

2. Type away!

3. Click the Comment button

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