Create tasks on whiteboards

You can quickly add sticky notes as tasks to existing task boards or create brand new task boards using the taskbar. This will mean you can quickly start creating tasks for your team to work on, saving you time later.

 




Create tasks on Ayoa whiteboards

Adding a task from a sticky note on a new task board


1. Create your sticky note that you want to add as a task.


Create your sticky note and add as a task.

2. Click on "Task Bar" located underneath the whiteboard toolbar.


Click on task bar

3. This will open the task bar.


Open task bar on your Ayoa whiteboard

4. Click "Attach Task Board".


Attach task board

5. Click "Create New Board".



6. Name the task board, add a description, and invite anyone you would like to collaborate with. Then click "Create Board".Board


Add a name or description to your board

7. The task board bar will now be updated with the task board name.


Task board bar will be updated with your chosen name

8. You must add a category to the task board before you can start adding tasks. Click the + icon next to "No categories in task board".


Add a category to add tasks to your Ayoa whiteboard

9. Type the name of the category and tap enter to add it to the task bar.


Click sticky note to add a sticky note as a task

10. To add the sticky note as a task, click on the sticky note.

Sticky note on your whiteboard

11. Click on this icon.

Click this icon

12. Then drag the icon into the category.


Drag the icon into your chosen category

13. It will now be listed as a task within that category.


Your task will be listed in your chosen category

14. Click on the task to open up the task side panel. You will now be able to edit it like a normal task.


Click task to open task side panel

Adding a task from a sticky note on an existing task board


1. Create your sticky note that you want to add as a task.


Create sticky note to add to your task

2. Click on "Task Bar" located underneath the whiteboard toolbar.


Click on task bar

3. This will open the task bar.



4. Click "Attach Task Board".

Attach task board to your Ayoa whiteboard

5. Scroll through the most recent task boards or type and search for the task board you want to attach. 

Scroll through task boards or type to search for task board

6. Click on your preferred task board, the task board bar will now be updated with the task board name.


Click on your preferred task board

7. You must add a category to the task board before you can start adding tasks. If the task board doesn't already have categories, click the + icon next to "No categories in task board".


Add category before adding tasks to your whiteboard

8. Type the name of the category and tap enter to add it to the task bar.


Type name

9. To add the sticky note as a task, click on the sticky note.


Click on sticky note to add these to your Ayoa whiteboard

10. Click on this icon.


Click icon

11. Then drag the icon into the category.

Drag icon into chosen category

12. It will now be listed as a task within that category.


Your task will be listed in chosen category

13. Click on the task to open up the task side panel. You will now be able to edit it like a normal task.


Click task to open up task side panel

FAQ


Can I add sticky notes to more than one task board?


Yes, you aren't limited to adding the sticky note to just one task board. You can switch between task boards on the task bar at any time using the drop-down menu.


Once you have switched task boards you can add that sticky note as a different task to the new task board.


They will be separate tasks with the same name. 



How do I close the task bar? 


To close the task bar, click this blue icon.


Click icon to close task bar

How do I close the task board that's currently selected?


Click the dropdown menu with the list of task boards.


Then click the X next to the task board's name.

Click X next to task board name

This will clear the task board from the task bar. 


How do I open the task board?


Click "To Taskboard" to open the task board.

Click to open your Ayoa task board