Tasks can be created and organized in Intrexx Share with this add-on.
The Tasks add-on can be
imported into your portal
When you open the add-on in the browser you will also find the
from Intrexx Share that enables you to directly switch to Intrexx Share.
You can also
switch to the add-on
via the navigation bar from within Intrexx Share. In doing so, you will barely
notice that you have left Intrexx Share and are now in the
Tasks add-on. Intrexx Share and Intrexx Share add-ons flow
seamlessly into one another.
1. Create project
Tasks are distributed and organized within the context of projects. Start by
creating project by clicking on the link "New project"
on the left of the app in the "Filter" area.
The project team is defined here.
Provide the project with a title here.
Participants of Share group
With this setting, the members of an
Intrexx Share group can be
transferred to the project team. Select the group in the drop-down list
beneath this setting.
Create Share group
With this setting, a Share group with the members defined here will
be created automatically when you click on "Save".
The title will be used as the group name.
The project team consists of the following members:
Individual users or groups can be added to the project team here. The users
selected here will be added to the users that were added due to the settings
made above. Users can be moved from the "Not selected"
list to the "Selected" list by double-clicking on
them. This works in reverse as well. Add the users, who should be in the
project team, to the "Selected" list. Click on
The project is now shown in the filters.
2. Project overview
Projects can be edited and also deleted via the
Click on here.
3. Create task
To create a new task click on
"Create new task".
Provide the task with a title here.
Enter a comment for the task here.
Select the project to which the task should be assigned.
A new project can be created by clicking on this button.
Select the employee who is responsible for the task.
The task must be completed by the date entered here.
Here, you can define whether the task is open, in process or completed.
Define the tasks priority as low, medium or high.
Any number of files relevant to the task can be uploaded here.
Show/Hide more options
Shows or hides the bottom area of the dialog.
Email to responsible person if task is overdue
If the date, which you entered in the "Due" field
is exceeded, an email is automatically sent to the employee who is responsible
For the email notification to work correctly, the
needs to be configured.
Email to project manager if status is changed to completed
If the status is changed to "Completed",
an email is automatically sent to the employee who is responsible
for the project.
Show the task in Share
The task is shown as a post in the News
module. The permissions defined for the app
Show the task in an Intrexx Share group
The task is shown as a post in the group
selected here. The permissions defined for the app
Click on "OK" once you have entered your content.
4. Creator of the task
The task will now be shown in the middle area of the Tasks
application, provided the filter "My delegated tasks" is
selected in the "Filter by categories" on the right-hand
side. Clicking on the task's title
opens a page where the task's data will be shown.
The creator of the task can edit the task's data by clicking on
The progress of the task is shown on the "History"
"Change status" here.
The task is now shown in the "In progress" column.
Completed tasks will be shown in the "Completed" column.
The following is required to display the task in Intrexx Share:
The user is defined as "Responsible" for the task.
The user must have appropriate permission as described in the "Permissions" chapter
5. Perform task
The responsible user will now find the task in their Tasks app
that they can open either from the portal menu structure or directly from
within Intrexx Share via the navigation bar.
The user can change the status and other data for the task by clicking on
In this way, the task's creator is immediately informed about the progress.
So that the Tasks app is available with all of its
functions you need to give the users, who will create and contribute to the
polls, the following