Creating Tasks

November 22, 2022

10 min read

Tasks are the lifeblood of projects. So here at Rock, we've made it easy for anyone to create tasks. We've also made sure that tasks can easily be created across the different features and mini-apps of our app.In this guide, we’ll explain the different ways you can create tasks and get your team’s projects moving.

Creating tasks from the chat panel

The task box under the message panel comes in handy when you want to make a conversation more actionable. Sometimes during a discussion, next steps or action plans to come up. Thus, we’ve made it easier for you to directly create a task for an action item instead of discussing everything through a conversation or meeting.Here at Rock, we’re all about minimizing all those meetings that could have been an email. This way you and your team can stay more productive, document information better, and get work done quicker.To add a task from the chat panel, simply:

  1. Press the Task in the bottom of your screen.
  2. The task panel will open for you to document what needs to be done.

Converting chat messages into tasks

You can also turn chat messages into task descriptions. To do this, simply type in the intended description on the chatbox and then click on the +Task button below the chatbox.

Once you do so, a create a task panel will appear and the text you typed in the chat box will automatically appear in the task description field.

Don’t forget to add the task title before hitting the “Add task” button or else you won't be able to create a task!

Using Tap to Organize to create tasks

In line with our rationale of making work quicker by streamlining processes and workflows, we also allow for users like you to easily convert any message on chat into tasks.Creating a task from a message is simple. All you need to do is hover over the message and click on the task icon beside “Change to:”

Once you click the button, the task creation panel will open and the message will automatically be placed in the chat description. Note that if you select more than one message, only the latest message selected will be included in the task.

Task creation from the Tasks mini-app

You should use the tasks mini-app when setting up a space or creating a group of tasks as part of a work cycle, or sub-project. The tasks mini-app is also great for keeping track of your work, but more on that later.When creating more than one task, the mini-app provides better insight into the different stages of your workflow and gives you a better overview. Access the tasks mini-app by:1. Pressing Tasks at the top of your interface2.a If you're in the compact screen, a small panel will appear that lists all your tasks. You'll be able to add a new task by filling in the "Add task" field and then clicking "Add Task +". The text you'll write in the "Add task" field will automatically become the title of the task.

2.b If you're in fullscreen, click on the + button in the lower-right hand corner of the app. Click "Create A New Task" and the task creation panel will appear.

Use My Tasks to create new tasks

When you’re in the My Tasks panel, you can easily create a task from there. All you need to do is to click on the + button on the lower right-hand corner of the app.

Once you click on the button, a task creation panel will appear, which will then prompt you to assign a space where you want to create your task at.Before being able to successfully create a task, don’t forget that a task title is required. All the other fields are optional and can be added later on.

You can reach out for help in the Rock Customer Support space on Rock if you have any questions or suggestions about creating tasks.

Frequently Asked Questions on Creating Tasks

Who can create tasks in a space?

As long as you are a member or an admin of the space, you can create tasks in that space.

Who can edit tasks in a space?

Yes, as long as you are a member or an admin of the space, you can edit tasks in that space.

Can I import tasks to Rock?

Yes, we offer several import options for importing tasks to Rock. At the moment you can import tasks from Trello, Asana, Jira, ClickUp, and from custom CSV files.

Can anyone delete my task?

Only members and admins of a space can delete a task. Note that any member or admin of a space can delete tasks, you don’t need to be the task creator to do so.

Who can comment on tasks?

Anyone regardless of roles can leave comments on tasks.

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