From 9f02d469d44ae3e59cdfc244ebbb909a2e5d75e2 Mon Sep 17 00:00:00 2001 From: Jason Li <30815269+jliexpensify@users.noreply.github.com> Date: Fri, 8 Nov 2024 13:17:55 +1100 Subject: [PATCH 1/2] Create assign-a-task page --- .../articles/new-expensify/chat/assign-a-task | 25 +++++++++++++++++++ 1 file changed, 25 insertions(+) create mode 100644 docs/articles/new-expensify/chat/assign-a-task diff --git a/docs/articles/new-expensify/chat/assign-a-task b/docs/articles/new-expensify/chat/assign-a-task new file mode 100644 index 000000000000..a553caf39366 --- /dev/null +++ b/docs/articles/new-expensify/chat/assign-a-task @@ -0,0 +1,25 @@ +--- +title: Assign a Task +description: Assign a task to a specific user within a chat +--- + +Tasks are a useful feature in New Expensify which allows the tracking and assignment of a task to a specific user (known as an Assignee) within a 1:1 or group chat. + +# How to create a Task + +1. Click on a chat +2. Click on the + button +3. Click on “Assign a Task” +4. Add a title (mandatory) and a description (optional) +5. You’ll then have the option to add an assignee to the Task. If you wish to utilise the task for tracking purposes, you can keep this unassigned. + +_Note: The Task will always be shared in the chat it was created in._ + +# To edit a Task + +Both the Task creator and the Assignee will have the option to: + +- Leave a comment in the task’s thread +- Reassign the Task to someone else by clicking on the task, then the sideways arrow next to the “Assignee” field, and selecting a new Assignee or typing their email. +- Edit any of the task’s details (i.e. title and description) by clicking on the task, and then the sideways arrow next to each field. +- Mark the Task as complete by either clicking on the checkbox or clicking on the Task, then clicking on the green “Mark as Complete” button. From 1c668d8b288535b64e54b14f40576a0e7b54dda7 Mon Sep 17 00:00:00 2001 From: Jason Li <30815269+jliexpensify@users.noreply.github.com> Date: Sun, 10 Nov 2024 20:11:06 +1100 Subject: [PATCH 2/2] Rename assign-a-task to assign-a-task.md --- .../new-expensify/chat/{assign-a-task => assign-a-task.md} | 0 1 file changed, 0 insertions(+), 0 deletions(-) rename docs/articles/new-expensify/chat/{assign-a-task => assign-a-task.md} (100%) diff --git a/docs/articles/new-expensify/chat/assign-a-task b/docs/articles/new-expensify/chat/assign-a-task.md similarity index 100% rename from docs/articles/new-expensify/chat/assign-a-task rename to docs/articles/new-expensify/chat/assign-a-task.md