I have a question about tracking tasks and conversations. I just sent an employee a task assignment. I also sent a comment asking if they can reply to me via the comments section (for training purposes).
Because I don’t have it assigned to me, but I am a collaborator, how do I keep track of that task if they do not respond back? I have so many tasks right now it is hard to keep track of who I responded to, and who hasn’t responded back. Because it is not assigned in my tasks anymore, and not on my Inbox, how do I check back on that particular task?
For simplicity sake, this task is not assigned to any project either so it is not public to anyone.
Use the search bar, but not the best solution as you can’t remember of all the tasks
Create a project, or at least a private project to which the tasks you assign belong to. If the project is private then only you will have access to.
Use reports “Tasks I’ve created”. In the free version you have only access to that report. With Premium you’re able to refine your reports (by assignee, by projects, by dates, …)