Magnetic makes managing tasks so easy.


To start, click on Tasks on the navigation bar at the top of your screen.


1. Selecting multiple tasks

  • You can select multiple tasks by clicking on a white space on each of those tasks. Do not tick the checkbox unless you want to mark that task as "complete".
  • When the tasks are selected, the colour of the tasks will be darker.


Now that you have selected multiple tasks you can do the following:


2. Bulk drag and drop tasks

  • Hover over the left side of the selected tasks and you will see a "multi-direction" icon appear. 
  • Click on this icon and while holding the button down, drag the group of tasks where you want to move them to. 
  • Release the button to drop the tasks at their new position.


3. Bulk Edit tasks

  • Select all the tasks you wish to edit at the same. 
  • Hover over the "Bulk Actions" dropdown menu at the top of the screen.
  • You will see several options Bulk Action Options on this menu.
  • Select the "Edit" option.
  • A "Bulk Task Edit" screen will open on your screen. 
  • Make the changes where relevant. e.g. Bulk adding an owner to all the tasks.
  • Save to save the changes to all the tasks you selected.



4. Bulk Add Owners to tasks

  • Select all the tasks you wish to edit at the same. 
  • Hover over the "Bulk Actions" dropdown menu at the top of the screen.
  • You will see several Bulk Action options on this menu.
  • Select the "Edit" option.
  • A "Bulk Task Edit" screen will open on your screen.
  • Select the task Owner.
  • Save. All the tasks you selected will now have that Owner.



5. Retrieving "Completed" or "Archived" tasks

 

Please see this video below:





6. What do the colours on tasks mean?

 

Colours are used to give you a quick visual representation of task due dates.


Green      - Task has not yet become due.

Orange    - Task is overdue by less than a week.

Red          - Task is overdue by more than a week .




Next Step:

Click on "My Actions" on the bottom of your screen to see your urgent tasks and follow-ups.