Tasks

Build your to-do lists and plan each step of your projects.

Return to the iPad User Guide

Adding a Task

Add tasks to build your to-do lists and plan out the actions you need to take to complete your projects.

  • Tap the Task button on the Power.ME Toolbar* (you can also tap the Add button and select Task from the options that appear). If your iPad is horizontal, the Toolbar is on the right; if your iPad is vertical, the Toolbar is on the bottom.
  • Enter any details about the task on the Task Details window that appears. Only the task’s name is required information, but there are all sorts of options you can customize to help you better organize your tasks. See the task options below to learn more.
  • Once you’ve included all the information you want, tap the Done button on the upper right corner of the screen. (If your keyboard is still up, the button that minimizes your keyboard will be in the upper right corner. Once you tap it and remove the keyboard, the Done button will appear.)
*Once you’ve set up a project or two, you can add tasks from inside a project or folder by tapping the empty screen space where it says, “Tap here to add a new task.” Type the task name into the empty field and tap Return on your keyboard. Once the task has been created, you can edit its details by tapping on it to open the Task Details window. When you’ve set up some filters, you can add tasks from inside a filter the same way you add them from inside a project or folder.

Adding a Task by Email

You can add tasks to your Power.ME account by sending an email to your own Power.ME email address, which is unique to your account. You can find this email address on the Power.ME Web App in the drop down menu under your account name.

  • To create a task from an email, draft or forward an email with no attachments.
  • Add a subject to your email. The subject line of the email will become the name of the task.
  • Any text you type within the email will be added to the notes section of the task.
  • To find your new task, open your Power.ME Inbox.

Deleting a Task

There are a few ways of removing a task from your task list:

  • Swipe your finger along the task’s cell. A red Delete button will appear in the cell. Tap it and your task will be deleted.*
  • Tap on the task’s cell, then tap the trash bin icon in the upper left corner of the Task Details window.*
  • Mark the task as completed (see “Changing a Task’s Status” below). If you don’t want completed tasks to be removed from your Task List, you’ll have to change the default settings (see “Viewing Completed Tasks in Your Tasks List”).
*Deleted items are stored in your Trash until you destroy them or empty the Trash. Should you need to restore a task, go to the Trash, tap the task you want to restore, and select Restore from the options that appear.

Organizing a Task into a Project/Folder

Organize your tasks into projects and folders so you can make sure you’re getting everything done.

  • Either add a new task or tap an existing one to open the Task Details window.
  • Tap on the Project field—this will allow you to choose either a project or a folder for the task.
  • Select the project you want from the list on the left. (If you later decide to make remove the task from the project, select None.) To select a project or folder, tap the circle icon next to it. If you want to select a project or folder that is inside one of your root projects or folders, tap the root folder and you’ll be able to view its contents. If you can’t see the project you want, or want to find it faster, tap on the Search field at the top of the list on the left and type in the name of the project/folder you want.
  • When you have selected the project you want, tap Done (in the upper right corner of the selection panel; it’s highlighted in blue). Afterwards either continue editing task details or tap Done (in the upper right corner of the screen).
NOTE: If after putting a task into a project or folder you want to remove it from that project/folder, simply tap the Project field of the Task Details page and select None.

Attaching a Filter to a Task

You can use filters to organize tasks by the place or person needed to get the task done. For example, tasks with a “Boss” filter could be tasks you need to do with your boss; “Computer” tasks could be those you need your PC or laptop to complete.

  • To assign a filter to a task, add a new task or tap an existing one to open the Task Details window.
  • Tap the Task Filter field.
  • Tap all the filters you want to assign to the task. (Multiple filters can be attached to the same task.) When a filter is assigned to a task, a checkmark appears in the right-hand side of the cell.
  • When you have made your selections, tap the Done button (in the upper right corner of the Select Filter window) and either continue editing task details or tap Done (in the upper right corner of the screen).

Removing a Filter from a Task

  • To remove a filter from a task, tap the task to open the Task Details window.
  • Tap the Task Filter field.
  • Tap all the filters you want to remove from the task. When a task is removed, the checkmark in the right-hand side of the cell will disappear.
  • When you have removed the filters you wanted to remove, tap the Done button (in the upper right corner of the Select Filter window) and either continue editing task details or tap Done (in the upper right corner of the screen).

Changing a Task’s Status

A task’s status refers to where it is in terms of completion. Depending on your settings, possible statuses are None, Assigned, Accepted, Declined, In Progress, On Hold, Canceled, Ready for Review, and Complete. Most of these options are for letting your team members know about where the task is going. You can change the task’s status from the Task Details window or from any list that contains the task, but the options available are a little different for each method. From Task Details

  • To change status of a task, add a new task or tap an existing one to open the Task Details window.
  • Tap the Status field.
  • Tap the status you want to assign to the task. You can set the status to be any of the available options.
  • Either continue editing task details or tap Done (in the upper right corner of the screen).
From a List
  • Tap the empty square icon next to the task. If you are using the default settings*, this will change the task’s status from None to Complete if it’s a task you created. If someone else created the task and assigned it to you, it will change the task’s status from Assigned to Ready for Review. (See “Reviewing a Task” below to learn more.)
*You can change this setting by tapping on the Settings button of the Power.ME Toolbar and finding the Show Tasks as In Progress field. If you change the selection from Off to On, tapping on a task’s icon once will change its status to In Progress. Tapping it a second time will change it to Complete or Ready for Review.

Setting a Task’s Priority Level

Priority levels provide another way for you to organize your tasks and keep yourself on track.

  • To set a task’s priority level, add a new task or tap an existing one to open the Task Details window.
  • Within to the Priority field is a series of options: None, Low, Med[ium], High, and Urgent. Tap the appropriate priority level for the task. The task’s cell background color will change according to its priority level (low priority items = gray; medium = green; yellow = high; red = urgent).
  • Either continue editing task details or tap Done (in the upper right corner of the screen).

Setting a Start Date/Due Date for a Task

Setting start dates and due dates allows you to add tasks to any calendar your device can access and allows Power.ME to give you reminders.

  • To set a start date/due date, add a new task or tap an existing one to open the Task Details window.
  • Tap on the Start Date or Due Date field.
  • Tap your desired calendar date (you can navigate through the months by tapping the forward and back arrows at the top of the calendar window).
  • To set the time or edit the day, scroll through the selection lists that appear after choosing the date. Align the time and day you want in the shaded bar. You may also choose to make a project an all day event by tapping the All Day Event button.
  • Tap Done (in the upper right corner of the Start Date/Due Date window) and either continue editing task details or tap Done (in the upper right corner of the screen).

Repeating a Task

  • To repeat a task, add a new task or tap an existing one to open the Task Details window.
  • Tap the Repeat field.
  • Scroll through the options and align your selection in the shaded bar. (Possible options are None, Daily, Weekly, Biweekly, Monthly, and Yearly.)
  • Tap Done (in the upper right corner of the Repeat Selector window) and either continue editing task details or tap Done (in the upper right corner of the screen).

Setting a Reminder for a Task

  • To set a reminder for a task, add a new task or tap an existing one to open the Task Details window.
  • Tap the Reminder field.
  • Scroll through the options to choose how far in advance you’ll be reminded of the task. You’ll need to select the number and the unit of time. You can set the reminder in terms of days, hours, or minutes. Align your selection in the shaded bar.
  • Tap Done (in the upper right corner of the Reminder window) and either continue editing task details or tap Done (in the upper right corner of the screen).

Adding a Task to Your Device’s Calendar

Once you’ve set start and due dates for your task, you can add it to any calendar your iPad has access to.

  • To add a task to your calendar, add a new task or tap an existing one to open the Task Details window.
  • Tap the Add to Calendar field. The Calendars window will appear and display a list of available calendars.
  • In the Calendars window, tap the calendar you want to add the task to. The selected calendar will have a checkmark next to its name. If later you decide to remove a task from your calendar, tap the selected calendar again. The checkmark will disappear and the task will be removed from the calendar.
  • Once you’ve made your selection, tap the Done button in the upper right corner of the Calendars window, and then either continue editing task details or tap Done (in the upper right corner of the screen).

Assigning a Task

Assigning tasks to your team members allows you to delegate efficiently and stay notified on and review the task’s status. NOTE: To assign a task you must be a subscribed Power.ME Sync & Share user.

  • Either add a new task or tap an existing one to open the Task Details window.
  • Tap the Assign To field.
  • Type your team member’s email* into the field at the top of the Select window and tap the blue plus sign (+) to add them. Continue doing this until you’ve added everyone you want to assign the task to. (Alternately, you can tap the address book icon in the lower right corner of the Select window to add team members who are in the contacts list for your device.)
  • Tap Done (in the upper right corner of the Select window). You’ll see a full list of the people who are assigned to this task.
  • Tap Done (in the upper right corner of the Select window) and either continue editing task details or tap Done (in the upper right corner of the screen).
  • Once you tap the Sync button on the Power.ME Toolbar, notifications will be sent to those who have been assigned to the task.
*You can assign tasks to team members who do not have Power.ME. Their assigned tasks will be emailed to them. If you’re wondering what a non-registered Power.ME user sees when assigned a task, see our Sharing Tasks with Non-Users page.

Adding Notes to a Task

Adding notes can help you and your team members stay on the same page when it comes to collaborative tasks.

  • Either add a new task or tap an existing one to open the Task Details window.
  • Tap the Notes space—the lined yellow field (scroll down if it doesn’t appear on your screen)—and start typing.*
  • When you’re finished, tap the keyboard icon in the lower right corner of the screen to minimize your keyboard.
  • Either continue editing task details or tap Done (in the upper right corner of the screen).
*If you prefer, you can view a full-screen note by tapping the expand icon in the top left corner of the Notes field. Inside the full screen mode you have access to some extra options via the Actions button in the top left corner of the screen. When you’re done typing up the note, tap Done in the upper right corner of the screen to return to the Task Details window.

Commenting on a Task

When a task is assigned to you, you can’t edit its Notes, but that doesn’t mean you can’t add collaborative thoughts to it. Every task, project, and folder has a comment area where all team members can voice their thoughts.

  • Tap on the shared task to open the Task Details window.
  • Scroll down below the Notes field. Just underneath it is a white field that says, “Write comment here …” This is the comment field.
  • Tap the comment field and use the keyboard to type your comment.
  • To publish your comment, tap the keyboard icon in the lower right corner of the screen.
  • Either continue editing task details or tap Done (in the upper right corner of the screen).
To delete a comment, swipe your finger across the comment’s cell. A red Delete button will appear on the right-hand side of the comment field. Tap it and your comment will be deleted.

Reviewing a Task

Reviewing a task follows the same steps as marking a task as complete. The only difference is that it can only happen when one of your team members tries to mark a task you assigned to them as complete. They can only mark a task as ready for review (when a task is ready for review, a white checkmark appears in its checkbox).

  • To review a task you have assigned to someone else, look at the task in your list view.
  • If the task has been completed, tap the tasks checkbox icon. The white checkmark will turn blue and the task will be marked as completed.
  • When you sync your device, the task will be marked as complete on your team members Power.ME as well.

Viewing Completed Tasks in Your Task List

The default Power.ME settings move a task to the Completed section of the Home Menu when you check it off, but if you’d rather see your completed tasks in your normal task list, you just have to change the default.

  • Tap the Settings button on the Power.ME Toolbar.
  • Scroll to the option for Completed Tasks.
  • Tap the toggle option so it changes from Hide to Show.
  • Either continue adjusting your settings or tap Done in the lower right corner of the Settings window.


Go to the Filters portion of the User Guide

Post a Comment

Your email address will not be published. Required fields are marked *