There is a lot of steps to tasks. So it is natural you are a little confused. Hopefully the links below will clarify any questions you may have.
There are three ways to create a task: mobile upload, task with image, or task with no image. If you uploaded an image from your mobile device the task should already be created and can be found in the folder you selected on your app. If you would like to create a task on the PC first click the folder you would like to place the task in. In the top left corner under the Effi logo, there will be a red box with a plus sign in the corner. Click that image to open a new task.
You will be presented with a dark gray box. If you would like to upload an image, you have the option of copy and pasting directly or uploading from your computer. If you would like to upload from your computer click the blue image icon at the top of the gray box. If you would like to insert an empty note simply click the black text icon in the top right of the grey box.
Deleting is a must need. What if your hand slips and you upload the fun Friday night you had instead of Friday morning notes. We all make mistakes. It super easy to delete a task that does not have a comment. All you have to do is click the little garbage can that appears next to the thumbnail image in the top scroll bar. If you have a comment you won’t be able to delete the task.
Reorganizing tasks is no simple click and drag. There are a few steps. First click on the photo stream thumbnail of the task you would like to move. Next to the thumbnail should be the outline of two arrows in between a folder outline and a trash can outline. Clicking the two arrows will open a pop-up screen. This screen is our task moving screen. On the top are two options “to the left of” and “to the right of” that describe where the folder will be placed. Then click on one of the tasks pictured that you would like to move your task to left of or to the right of. Once all selections are chosen click on the move button to replace your task.
When you change your task status to closed, holding, or cancelled does the task just disappear? The answer is no. It becomes archived. When you first open a folder you are automatically shown all “active” tasks – tasks that are new, waiting, working, or resolved. To view your archives simply click along the status bar right below the dark blue header. If you only want to view new tasks click new. If you only want to view canceled task click canceled and so on. You can also view only tasks assigned to you by clicking on the “my tasks” section near the status bar or switch back by pressing “all tasks.”