Dashboard Tasks Center

The task center is where you can manage all of the tasks that have been created across all websites where your license is activated!

Let’s look at each column one by one:

Sites:

We can see here on the left, all websites that are part of our dashboard, making it super easy to go through each one and see what tasks have been created.

We can also click here to view the tasks from all your websites. Very much like checking your inbox in the morning.

In this red circle we can see how many tasks are pending on the website.

 

If there is a little green tick like this, it means that all tasks have been completed, good job!

We can click here to go to the website and here to re-sync all of the data from the website to the dashboard (more on this later).

Tasks Found:

Self explanatory, in this column we can see all of the tasks found.

If there are no filters chosen it will show all tasks in order of creation. On the right of each task found we can see what kind of task it is, whether it’s a general task, a task that has been created on a page or a back-end task. Also custom tags that have been added to the task will be shown here (more on this later).

Underneath that, we can see a snapshot of the task in terms of its urgency and status here with these icons.

We can click a task to open it in the task view.

If you’d like to have the summary view on without having to hover, check this box here.

We can also create general tasks by clicking on this button.

Task View:

In the third column we can see the task that has been selected.

On the top here is the number of the task, the title (which we can change by clicking the icon beside it) and who created this task along with the date and time it was created.

The title is the first comment that was created in this task by default. We advise editing this if you’d like to make it clearer for future reference.

Below this section we have two tabs, one for the comments that have been made inside this task and the screenshot that was automatically generated when this task was created.

If a screenshot has not been added to a task, there will only be a comments tab available.

Below we can send messages by typing here and clicking send message.

And finally we can add notes to the task which will only be seen by users inside the dashboard.

 

This is an awesome way to communicate internally with your team, as these notes will not be added to the task on the website side.

Task Attributes:

Last but not least we have the “additional actions”  column where we have two options; to view the filters or attributes of the task that has been selected.

This button takes you to the task on the front-end of the website you’re looking at.

Here is the timer, this is intended to time yourself when starting a task. For example, I’m going to say this task will take me around 30 minutes, so I’ll enter it into the estimation here. Start the timer, open the task page and get started!

This is great to differentiate between how long you think a task will take, compared to how long it actually takes. This will improve your estimation skills of time when client’s send in a request, when this becomes accurate it will improve your client relations AND it will make sure you’re charging the correct amount for a request.

This ensures that you aren’t working longer than how much you’re getting paid, and that your client isn’t being overcharged. Awesome right?

Lastly, we can see the additional information about the task, we can change the status and the urgency of the task with these drop downs, delete the task (which we strongly advise against so you can keep records of all the communications with your clients) and we can change the assigned users here.

Here we have the WordPress users which are on the website itself and the WP FeedBack users inside the dashboard.

Filters:

Here you can filter the tasks you want to see.

For example, let’s say I only want to see tasks that are critical because my client is having some problems, tick on critical and boom, we can see each task that has been marked as critical.

Let’s go a step further and check only tasks that are open, and that have been created by our client, that are critical AND that are assigned to me…boom.

The filters make it easy for you to find what you’re looking for and allows you to really fit WP FeedBack PRO into your workflow.

You can also search for tasks in this search bar on the header of your dashboard, this is based off the title.

Next, let’s take a look at our auto-login feature, which will blow you away, trust me!

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