ezitask.com supports recent versions of major desktop Internet browsers Safari, Chrome, Firefox and Internet Explorer.
ezitask.com supports iOS or Android smartphone browsers in addition to its mobile apps.
The ezitask iOS app can be downloaded from the Apple app store. The app requires iOS 6.0 or later. Any iPod Touch, iPad, or iPhone is supported. The ezitask Android app can be downloaded from the Google Play Store. It requires Android Kit Kat 4.4 or later. Tablets and smartphones are supported.
The desktop version of ezitask.com allows all features, including setting up a company, and creating and editing tasks.
The mobile version is best thought of as a read-only access point for employees who are completing tasks, as well as a quick reference to existing tasks. Assignees are able to be notified of new tasks, read task details, and complete tasks, or reassign to the correct person. Creating tasks and editing tasks is not supported on mobile (for now); for that you need to use the desktop version.
A step is part of a task. In ezitask.com steps are the units that constitute tasks; they are essentially subtasks.
For example, the task “ordering supplies” could be broken down into multiple steps, each of which is part of the task but can be assigned to different users and completed independently. The steps may look like this:
1. Gather list of supplier
2. Get bids from suppliers
3. Receive samples from suppliers
4. Select best supplier
5. Submit purchase order
6. Update accounting records.
When all steps are completed, the task is completed.
Categories are a useful tool to organize your tasks. Think of them like a folder that you can put files in. Each task can only belong in one category.
Tags are more useful as a search tool. You can assign as many tags as you'd like to a task, so that tasks will be easier to find in the future. An example: you may organize your tasks into three categories, Accounting, Sales, and Operations. But any one particular task in any of these categories could have multiple tags like Meeting, Audit, Email, Reporting etc.
Assignees are the people who are responsible for completing a task. They are allowed to complete a task.
Users on the notification list simply receive updates about the task, such as when the task is assigned to a new person or when the task is completed.
You can think of the notification list almost like the "cc" list in an email and assignees like the email’s intended recipients; the people who are going to do the actual work.
When someone does a good job on a task that you’ve assigned, you can give him/her kudos. It can make people feel good about the tasks they’ve done. Kudos can also be a good way to track employee performance on assigned tasks.
A reusable task can be a useful tool to save time. If you find yourself creating similar tasks repeatedly, then you should create a reusable task. When you have a task that you'd like to reuse, click the "Make into Reusable Task" button at the bottom of the task details page. A new reusable task template will be created for you, which can be accessed from Reusable Tasks in the left sidebar. When you click "Reuse Task" from within the Reusable Tasks tab, a new task with the pre-populated content will be created. You can also edit the reusable task as you wish so that it suits your needs.
If you have lost a task, try to remember which tags or category the task belonged to and browse for it using those identifiers. A more comprehensive search feature is in development.
If you have deleted a task then you need to re-create it. There is currently no way to retrieve deleted tasks.
On the sign in page, you can click "Forgot Password". Enter your email address, and you'll receive a password reset link to your designated email address.
Check if the email you're expecting is turned off in your user settings. In the ezitask desktop version, hover over your name in the top right corner. In the menu that pops up, select My Settings. There you will be able to turn emails on and off.
Also check your spam folder, as some email clients may not recognise ezitask as a safe sender initially.
Click New Task, and a new task will be created in the category in which you currently have select. If no category is selected, the task will have no category. Or select a Reusable Task and click Reuse to create a task from a template you've already created.
You can either click the checkbox within the task details page, or click the checkbox in the task list that corresponds to your desired task.
Hover over the menu icon of the desired task from within the task list, and select Copy Task from the menu that pops up.
Hover over the Categories menu icon, and select New Category from the menu that pops up.
Whenever you have a task that you'd like to add a tag, simply click in the Add Tags text field within the task details page, and add a tag to the task. It's okay if the tag doesn't currently exist, the tag will be created for you and will appear in the left navigation bar.
From within the desired task details page, click Add Attachments, select the desired file, and upload. Currently supported file types are: jpg, jpeg, gif, png, pdf, doc, docx, xls, xlsx, mp3, and rm. If you need other file types, please let us know and we'll look into supporting it.
Our permissions system does not allow you to complete a task unless all of its steps have been completed. At the same time, once all its steps are completed, the task is auto-completed. If you are a task assignee but not assigned to any steps, then it is your responsibility to coordinate with all step assignees to make sure they complete their steps, so that the task can be completed.
The assignee policy of a task is such that in order for a user to be eligible to become an assignee on a step, he/she must already be an assignee on the task which contains that step.
It is indeed possible to have several users signed into eziTask on the same computer. However, you will need to have several browsers on your computer to do so. For example, user 1 can sign in using Chrome, user 2 is signed in using Firefox, and user 3 is signed in using Safari or Internet Explorer (depending on the specific brand of computer you’re using).