Using eziTask

Managing a business can take a lot of work, and as a business owner you likely have a long list of personal todos, tasks for employees to complete, processes that you wished your employees would follow, and at least a few external contractors or vendors that you'd like to track too.

eziTask tries to help you with all of the above by helping you organize and track your tasks. It allows you to assign tasks to others, track task progress, and collaborate on those tasks. You can create as many tasks as you need, and your employees and/or vendors get notification that they've been assigned. They can update the status of those tasks as progress is made, and you get a full big-picture view of where your business stands.

There's a lot of possibilities available using eziTask, but we'll start by showing you how to create a task and add details to it. This can make it easier for you to remember what needs to be done during your workday, and is also a great way to keep track of details and instructions associated with a task.

A task can be created simply by clicking the New Task button.

New Task Button

The new task will look as follows:

Task Basics

Don't worry, there's a lot here, but we only need to worry about the basics for now.

At the top left corner, you'll see a round checkbox icon, which indicates whether this task is done or not. In its current state, the task is not finished. When the task is finished, simply click on the checkbox to make it glow green.

Task is Done

Currently, the task doesn't have a name yet, but you can rename it to anything you'd like. Something like "Re-stock printer paper in all printers", or "Do a thorough cleaning of shop floor" would do fine.

You can also add a description to your task. This is a great place to put specific instructions you'd like to express to whomever that needs to complete the task, and you can apply all sorts of formatting to it to better express your thought processes. Some todos in your business might end up being easy to complete, while others may need some detailed instructions, so enter them into the description box. Having this available also means that if a complicated task needs to be done more than once, you won't need to write out instructions again; it's all saved and digitized in eziTask already, so it's ready to be used again when you need it.

These are the basics of a task. You create a task, add whatever details you need to it, and then when you've finished the task, check the checkbox to mark it as done. Of course, to learn more about assigning the task to others, scheduling it for specific times, and organizing/tracking many tasks, the next few articles will cover more advanced functionality. So keep reading on!