XFatora

Tasks & Collaboration

Break projects into tasks and coordinate work across teams.

Tasks & Collaboration screenshot 1 Tasks & Collaboration screenshot 2 Tasks & Collaboration screenshot 3

What you can do here

  • Create tasks with owners, due dates, and statuses.
  • Add comments and attachments for collaboration.
  • Track progress with task lists and filters.

Before you start

  • Advanced Projects access is required.
  • Ensure staff members are assigned to the project.
  • Confirm task statuses and priorities.

Step-by-step

  1. Open a project and add new tasks.
  2. Assign owners, set due dates, and add notes.
  3. Use comments to update progress.
  4. Review task lists to keep work moving.

Tips & Common mistakes

  • Keep tasks small and measurable.
  • Use clear due dates and reminders.
  • Review overdue tasks in weekly reviews.

FAQ

Can tasks be assigned to multiple people?

Assign a primary owner and add collaborators via comments.

Where do I track task progress?

Use task lists and status filters within the project.

How do I add files?

Attach files directly in the task view.

Next steps

Smart Mentions Advanced Projects Overview Time Tracking & Timesheets