Relay Task Lists
Create and manage task lists within your relays.
Creating Task Lists
Each relay can have multiple task lists. To create a task list:
- Open a relay and go to the Tasks tab.
- Click Add Task List.
- Give the list a name (e.g., "Pre-Closing Checklist").
- Add tasks by typing in the task name and pressing Enter.
Managing Tasks
Each task in a list supports:
- Completion — Click the checkbox to mark a task as complete or incomplete.
- Due Date — Set a due date to track deadlines.
- Description — Add additional details or notes.
- Assignment — Assign tasks to people in the relay.
- Reordering — Drag and drop to change the task order.
- Deletion — Remove tasks you no longer need.
Filtering Tasks
Filter relay tasks by status: All, Active (incomplete), Overdue (past due date), or Completed. Sort tasks by due date, name, or creation date.