Tasks and notifications

Tasks

OutNav’s Tasks system helps your team keep track of what needs to be done in your project, and who is working on what.

From within an OutNav project, click the Tasks icon in the toolbar at the top of the page.

From the Tasks page, you can assign tasks to members of your team, or view and update any tasks that have been assigned to you. Please note: anyone who has been added to a project will be able to see all the tasks within that project, but Project Readers will be unable to make changes to them.

You can toggle between viewing all the tasks in the project and only those that have been assigned to you, by clicking on the “All Tasks” and “My Tasks” tabs. Below this, you will see a list of the tasks that fall into that category.

Click on one of these tasks to see more details, including a task description, current status, who is assigned to the task, who created it, and when it is due to be completed.

To create a new task, click on the plus icon in the top right corner of the page.

Enter a task title and a description, and choose a status from the drop-down menu.

Tip: if your task relates to a specific page or stepping stone, it might be helpful to copy and paste the URL for that page into the task description so that other members of your team can find it more easily.

Scroll down, then click Add Assignee and choose which project members you wish to assign to this task. They will receive notifications after the task is created. You can remove an assigned user from a task by clicking the red X that appears on their icon.

Set a due date using the calendar pop-up, and click Review to check the details of your new task. You can then choose to edit the task further, cancel it, or finalise the creation process.

You can edit an existing task by selecting it, then clicking the Edit button in the panel on the right. For example, when you complete a task, you can change its status from “in progress” to “complete”. After making any changes you wish, make sure to click “Save” to confirm.

You can also delete a task by clicking the Delete button in the panel on the right.

Notifications

The notifications system will alert you about various things, such as tasks that have been assigned to you, updates to tasks, contextual tips and OutNav Community news and events.

When you log into OutNav, the bell icon on the right of the top toolbar may display a number in red, indicating how many unread notifications you have.

You can view the notifications panel by clicking the bell icon. This will display a list of all the notifications you have received in the last 30 days, starting from the most recent.

You will see the date that each notification was received, which project it relates to, and other relevant information. The icon in the top right of each notification will show you whether the notification has come from another user or from OutNav itself. Clicking on the green hand icon below will take you to a relevant page, for example the task that the notification relates to.

If you wish to change which types of notification you receive, or to receive a daily or weekly digest email containing your task notifications, please visit the User Settings page.