Dashboard To-Dos

Find it on your Dashboard: the to-do card in the top-left, titled Your Personal Tasks (it can also read Team tasks or {First name}'s tasks depending on what you're viewing). Use it to jot quick tasks, give each one a priority, assign it to one or more teammates, and link it straight to an order.

Tasks are saved on the server, so they survive a refresh and are shared across your company. They're not just stored in your browser.

A new account starts with two tasks from MonuDesk, assigned to the owner and marked ACTION NEEDED: Watch the 2-min Monucademy intro, with a link to the Monucademy page, and Create your first quote. Tick them off like any other task.

The card keeps itself up to date too. It re-checks about every two minutes while the dashboard is open, and straight away whenever you come back to the tab, so a task a teammate added or ticked off shows up without you reloading the page.

Add a task

The composer sits at the top of the Tasks tab, always ready, with the placeholder "Add a task — @ to assign, / or # to link an order".

Type your task, then press Enter or click the Add task button beside the box to save it. Inside the composer, Shift+Enter adds a new line instead of saving. The priority chips appear under the box once you start typing.

Assign people with @

Type @ in the composer to open a list of your team members. Pick someone and their first name is inserted as a grey chip (for example @Jane), and that person becomes an assignee of the task. Mention as many people as you like, and every @mention becomes an assignee.

If you don't mention anyone, the task is assigned based on what you're viewing: to you under "Just me," to the selected member under a member view, or left unassigned under "Everyone."

Link an order with #

Type # (or /) to open the Link an order search. Type at least 2 characters of the order's name or number, then pick it from the list. The order's name appears as a grey chip in the task.

On a saved task, click that grey chip to open the order right there on the dashboard in a quick popup, so you don't leave the page. A task can link to one order at a time.

The same shortcuts work when you edit a saved task: type # to add or change its linked order, and @ to add more assignees. Editing adds the people you mention and keeps everyone already on the task.

Set a priority

Below the composer are the priority chips. Pick one (it's single-select):

• HIGH PRIORITY

• ACTION NEEDED: the default

• URGENT

• INFO

Each task shows a single priority badge in its own colour: URGENT is red, HIGH PRIORITY orange, ACTION NEEDED yellow and INFO blue. You can change the priority later on a saved task in edit mode.

Manage assignees on a task

Each task row shows its assignees as stacked avatars, up to three, then a +N badge for the rest. A task with nobody on it shows a dashed-circle add button.

Click the avatars (or the add button) to open the Assign to {task} popover: "Pick one or more team members." Search for a teammate, check or uncheck people, or use Clear all to remove everyone. Changes save right away.

Choose which tasks you see

The card title is a dropdown: Show tasks for. Switch between:

• Just me: tasks assigned to you

• Everyone: all tasks across your team

• A specific team member: that person's tasks

The card title updates to match: "Your Personal Tasks," "Team tasks," or "{First name}'s tasks."

Undo removing yourself

While viewing Just me, if you take yourself off a task it would normally drop off your list. To give you a moment, an inline notice appears in its place: "You took yourself off this task. Unless you undo, it will drop off your list.", with an Undo button and a roughly 10-second countdown. Click Undo to put yourself back on the task.

Related articles:

• Understanding the Dashboard

• How Order To-Dos Work

• What Each Order Card Shows