How do I create a Task on the Task Board?
Login using your iluminr username and password.
Click on the Event Rooms tab in the Navigation Bar.
Click the Event Card with the corresponding event name. (If no event is in progress, create an event via the + New Event button on the right-hand side of the screen. Learn more at How do I create an event?)
In the Event Room, scroll to the bottom of the page. On the right, you will see the summary version of the Task Board.
Click on the summary Task Board or View All, to open a new tab for the Task Board.
You are now accessing the full Task Board.
Click on Add description and type in the first row of the task board and then hit enter. All other information can be entered later. Pressing the Enter key to move to the next line for a new task row, enables rapid data entry.
Click on the Priority icon and select the correct priority from the drop-down menu.
Click on the Status and select the correct status from the drop-down menu.
Click on the Due Date and select the correct date and time and click Save.
Click Add Assignee to allocate a task.
Using the search functionality, select the person responsible for the task from the option or create a new contact.
Clicking anywhere on the row will also activate a side panel for further information or actions.
You can also toggle on or off the ability to notify the assignee of the specific task allocated to them, sent via SMS and email.
Click Updates to create notes, link information and further collaborate about the specific task.
Click Attachments and links to upload relevant documents or link to a piece of information on the information board, creating clear connectivity and accountability.
Click Link Information to link information from the Information Board to the specific task. If you have not yet added information to the information board, you can do so by clicking Create new Information.
Click Upload an attachment and select the relevant file you would like to upload.
Contact the Catalyst Customer Success Team by clicking the button above.