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Transform messages into Tasks (Workflow/Kanban)

Had a great idea when chatting to a colleague? Add it to a Task Board by dragging it from the chat onto your chosen board or planner!

Please note this only works in My Planner and Workflow/Kanban Task Boards

Drag and drop messages as a task


1. Have an open Task Board or your Planner ready

Have an open Task board or your planner ready.

 

2. Open AYOA Chat by clicking on your avatar

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3. If you or a colleague suggests an idea that needs actioning you can turn that text into a Task immediately

 

If you, or a colleague suggests an idea that needs actioning you can turn that text into a task.

 

4. Hover over the Chat message until you see this icon.

Hover over the task until you see this icon.

 

5. Then, drag from that icon to create a Task. in your Task Board.

You will be able to drop it into any category on your Task Board or any column on My Planner.

Then, drag from that icon to create a task.

 

6. Once added, you can edit the task as normal.

Once added, you can edit the task as normal.