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Task Groups
In Casual
When managing complex projects, you can
break down complex tasks or gather relevant
tasks together by using ‘Task Groups’.
Any task can be converted into a group by selecting the
‘Convert to group’ tab OR right-click on the task &
select the same option from the drop-down menu.
To gather multiple tasks into a group, Select the desired
tasks & click on the ‘Group tasks’ tab. You can also
right-click and choose ‘Group selection’.
Double-click on a group to open it.
The Pop-up window can
be expanded by double-clicking on the title.
After converting complex tasks into a group, you
can plan a sub-process inside. The group becomes
complete when you complete every task inside of it.
The colored bar at the bottom of a task group indicates
the progress. Numbers show how many tasks are in the
Group & which state they’re in.
(Green- complete tasks; Blue – active; Grey – blocked).
If required, really complex projects can be sorted by
creating groups inside other groups.
Each group opens inside the same window. To navigate
back, click on the ‘Arrow’ near the window title.
You can drag tasks into a group or from a group
to the project canvas.
If you drag a task over a group & wait a moment,
the group will open for you to put the task inside.
Top-level groups and its contents are displayed in
the task list.
A ‘Group’ is still a task. You can change title, add notes,
set deadlines, work with files or comment as usual.
Have a Question?
Send us an email:
founders@casual.pm

More Related Content

Task Groups

  • 2. When managing complex projects, you can break down complex tasks or gather relevant tasks together by using ‘Task Groups’.
  • 3. Any task can be converted into a group by selecting the ‘Convert to group’ tab OR right-click on the task & select the same option from the drop-down menu.
  • 4. To gather multiple tasks into a group, Select the desired tasks & click on the ‘Group tasks’ tab. You can also right-click and choose ‘Group selection’.
  • 5. Double-click on a group to open it. The Pop-up window can be expanded by double-clicking on the title.
  • 6. After converting complex tasks into a group, you can plan a sub-process inside. The group becomes complete when you complete every task inside of it.
  • 7. The colored bar at the bottom of a task group indicates the progress. Numbers show how many tasks are in the Group & which state they’re in. (Green- complete tasks; Blue – active; Grey – blocked).
  • 8. If required, really complex projects can be sorted by creating groups inside other groups.
  • 9. Each group opens inside the same window. To navigate back, click on the ‘Arrow’ near the window title.
  • 10. You can drag tasks into a group or from a group to the project canvas.
  • 11. If you drag a task over a group & wait a moment, the group will open for you to put the task inside.
  • 12. Top-level groups and its contents are displayed in the task list.
  • 13. A ‘Group’ is still a task. You can change title, add notes, set deadlines, work with files or comment as usual.
  • 14. Have a Question? Send us an email: founders@casual.pm