Help: Tasks

Introduction

Tasks can be things you need to do, buy, take, find, etc.   Tasks can be as simple as one word on a shopping list – “Milk” – or as complex as a project task containing a title, extended description, due date, comments made by multiple people, linked clones, attachments, history of changes, etc.  You can add Tasks to your To Do list, Day Planner or to any other List in LifeChanger.

You can create a Task on one List and then drag and drop it onto another.   Pin it first if you want to create a clone of the original Task when you drag and drop it.  Leave it unpinned if you want to move it (to another list or to a new location on the same list) rather than clone it.

Photo by Kelly Sikkema on Unsplash

Where do I start?

You use Tasks on the Desktop.  If you’re not on the Desktop already, tap/click the button with three horizonal lines    at the top left of LifeChanger to show the menu.  Then, tap/click the Desktop button.

Take me to the Desktop in the web version of LifeChanger now.

Create/Edit a Task

At the top of every List in LifeChanger are two buttons – a round + button and a button with 3 vertical dots.  If you’re on a Task list, Day Planner or Project list,  tap/click + to create a new Task.   Otherwise (i.e. you’re on a Contact list, Image list, etc.), click the 3 dot button to show the list’s popup menu and then tap/click  Add Task.

To edit an existing Task, tap/click on it.

Task Details

Whether you’re creating a new Task or editing an existing one, the task details page looks the same.  The only mandatory field is Title.

The Task page (and most other pages in LifeChanger) consists of ‘cards’.  Each card represents a grouping of screen elements.   In the screenshot, there are cards called Details, Timing information, Recurrence, etc.   The top card (Title) is open so its contents (Title, List, etc.) are shown.  Only one card can be open at a time – if you tap on another card to open it, the first card is closed.

Title

  • Titlethe name of the task.  Enter as many characters as you want.  If you’ve copied text onto the clipboard you can paste it here.
  • List: if the list to which you’re adding the Task has sub-lists, they’ll be shown and you can click on one to add the task to that rather than to the main list, if appropriate.

Details

  • Tags: tap/click if you want to add one or more tags to categorize the task. Learn more about tags.
  • Status: choose one of:  To Do (the default), In Progress or Done
  • Details: put extended details about the Task into this field.
  • Location: if the task Location is relevant, type it here.

  Timing Information

Tap/click on the Timing information card  if you need to set date/time information for the task.

  • Time TypeIf you’re creating or editing a Task on the Day Planner, you need to define how its timing works.  If the Task represents an event that has a start time, tap Specific Time in the Time Type section and set the time as described below.   If it’s untimed (i.e. you just need to get it done sometime today) tap on Productivity Zone and choose one of your pre-defined Productivity Zones.   If the task is one that will take up the full day, tap All Day.  If you’re creating or editing the Task on a list other than the Day Planner, you’ll usually leave the Time Type set to None and you’ll define its timing if and when you drag and drop it onto your Day Planner.  However, in some cases, you may want to set a pre-defined time – e.g. if you have a project list that you share with several team members, you may want to add a task that needs to be performed at a fixed time and let others move it to their Day Planner on a first-come-first-served basis.   In cases like this, set the Time Type to Specific Time.   

Once you’ve set the Time Type, you can choose the task’s Date.  If you set the Time Type to Specific Time, you can also set the Start Time (mandatory) and End Time (optional).  Whenever you deal with times in LifeChanger you’ll use the same Time control shown below.    When first displayed, the hour will be shown in blue above the clock face.  Either tap on that blue number and then choose the hour from the popup menu, or tap on the appropriate hour on the clock-face.  The minute will then be highlighted in blue and the clock face will change to show minutes.  Again, tap on the number or on the clock face to choose the minute.   If you have LifeChanger configured to show time in AM/PM format, you’ll see circular AM and PM buttons below the clock face.  Tap on one of those as appropriate.  Otherwise, if LifeChanger is configured for  24 hour clock / military time, the hours view will display the full 24 hours.


1/ set the hour.                        2/ set the minute.

Sometimes, you’ll need to set times in a different time zone – e.g. when entering information about international flights or when you’re arranging a meeting with a colleague in a different country.  To set the timezone, tap the globe icon at the top right of the time selector.  A list of time zones will be displayed and you can choose the appropriate one.  Time zones can be set independently for the Start time and End time.   When a time has a timezone defined, you’ll always see the task time for your local time in black and, next to it, the time in blue converted for the time zone.  e.g. a task set for 10pm in the Eastern Time timezone will display like this when viewed by a user in the Central Standard Time timezone (which is one hour earlier):    .   If the user subsequently moves from the Central timezone to somewhere in Eastern time, the time display will automatically revert to a simple time, as expected:   since (s)he is now in the same timezone as the task’s timezone.

If the task extends across multiple days, tap on the Multi-Day option to turn it on.  You’ll then get to choose the End Date.

On some tasks – e.g. Goal/Project tasks, you may want to set a Due Date.   Due Date is useful for tasks that can’t start yet because e.g. they require other tasks to be completed first.  You can set notifications to remind you when the due date is approaching.  For example, if you have a term paper that you’ll start in a month’s time and take 4 weeks to complete,  you can set reminders that begin on the start date and remind you once a week (or once a day, etc.) of the due date.

Recurrence

If your tasks repeats on a regular schedule, e.g. an anniversary or weekly meeting, use recurrence.  Tap on the recurrence card that’s initially displayed as Doesn’t repeat (one-off).   Choose from the options whether you want it to repeat hourly, daily, weekly, monthly or yearly and then choose the associated options to fine-tune the recurrence.

Notifications

Use the notifications card to set reminder(s) before the start and/or due date.  You can choose how long before you want to be reminded – e.g. 10 minutes or 1 week before, etc.   You can set multiple reminders for the same task.  And you can decide how you want to be notified – i.e. by email or alert.   Note: if the task is on a list that’s shared with other people, they will also get the reminder unless they’ve opted out of your notifications.  See notifications for more info.

Follow Changes

If you share the list with one or more other people, you may want to be notified when someone else makes changes to the task.  e.g. on a shopping list, you may be interested to know that your spouse marked Beer as Done (i.e. bought) so you don’t need to make a special trip to the supermarket when the game is about to start.   Tap on the Follow Changes option to turn it on and then choose how you want to be notified – email or alert.

Custom Fields

There will be times when the built-in fields on a Task aren’t enough.  e.g. maybe you want another Text field to add an extended description or you want to add an image to the task, etc.  Tap on the Custom Fields card and then Add field.  You can add as many extra fields as you like to the task.

Clones

If you pinned a task and then dragged it to create a clone, the new clone will be linked to the original task – sometimes referred to as its ‘parent’.  Tap on the clones tab to see all clones created from the active task.   This can be useful, for example, when recording kid’s soccer practices.  Create a main ‘Soccer’ task and then create clones on each day soccer practice will take place.  At any time, you can open the parent item and see all the scheduled dates/times on the Clones tab.

History 

Tap/click on the History tab .  If you’re editing an existing task, you’ll see a list of changes made to the task over its lifetime – e.g. who created or edited it and when, who moved it from one list to another, etc.  

On this same tab you can also enter Comments.   Enter as many Comments as you like.  Other LifeChanger users that have shared access to the task can add their own Comments.  Each Comment is shown with the name of the person that created it and the date/time and is shown chronologically amongst the History items with newest entries at the top.   You can make changes to your own Comments but not to those made by other people.   You may use Comments, for example, on Tasks on a project list.

At the top right of the Task page, is a button with 3 vertical dots.  Tap that to show the Task menu.

  • Configure what’s shown in the listtap this to toggle between an eye icon  and a crossed-out eye icon .   When it’s an eye, certain fields on the page will display the same icon on their right hand side – e.g. Location, Details, etc.  You can click on those to indicate whether the information in that field should be displayed on the task when you view it in the List.  
  • Show in desktop: if you opened the task by tapping on it in the results of a Search, you can tap Show in desktop to close the search results, goto the desktop containing the task’s list and open the task from there.  
  • Use as template: if you’ve added several custom fields to the task and you need to create a new task with the same fields, click Use as template.   A new empty task will be created with those extra fields.
  • Delete: tap to permanently delete the task. 

Pinning

When viewed on a list on the desktop, every Task in LifeChanger has the pin symbol at the top right.  When it looks like this , it’s unpinned.  When it looks like this , it’s pinned.  Tap/click it to toggle between unpinned and pinned.  The pinning affects what happens when you drag and drop the Task.  If unpinned, the Task is moved when you drag it to another List or to a different position on the same List.  If pinned, a clone is created.  i.e. the original Task remains in place and a clone (copy) is created where you drop it.

 

Address

Ave. Los Pinos, 21,
Almuñécar, 18690, Spain

Email

info@lifechanger.com