Create tasks on Whiteboards

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

 

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.

Create new board

 

6. Select the task board view form the drop-down menu.

 Select the Task Board view form the drop-down menu.

 

7. Name the task board, under Advanced options add a description, and invite anyone you would like to collaborate with. Then click Create.

Add a name or description to your board


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

Task board bar will be updated with your chosen name

 

9. 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

 

8. 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

 

9. To add the sticky note as a task, right-click on the sticky note to open context menu.

right-click on the sticky note to open context menu.

 

10. Select Create Task

Select Create Task.


11. The category will be shown and when selected, the task will be added and listed within that category.

 

12. 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.


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

Click on the task bar button.

 

3. This will open the task bar.

Attach task board

 

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

 

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

The no Category in Task Board button .

 

7. Type the name of the category and tap Enter to add it to the task bar.

Type name



8. To add the sticky note as a task, right-click on the note and select Create Task.

Selecting the create task option from the right-click menu.

 

9. Then select the category to which you want to add the note. It will now be listed as a task within that category.

 

10. 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 the blue icon to close task bar

 

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

Click the drop-down 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 Task Board next to the task board name to open the task board.

Click to open your Ayoa task board