Task Buckets and Views in KarmaAxis #

The Task Section in KarmaAxis is designed to help you manage your workload effortlessly, whether you're tracking your own tasks, overseeing a team, or collaborating with others. To make navigation and prioritization intuitive, KarmaAxis organizes tasks into Task Buckets and provides flexible View By options and Visual Layout Modes.

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Task Buckets: #

1. My Tasks #

• What it shows: All tasks assigned to you.
• When to use: Use this to plan your day or week and manage what’s on your plate.
• Key Features:
  • Organized by urgency: Overdue, Due Soon, etc.
  • Quick Add Task available when viewing by Heading, letting you instantly add new tasks under specific categories.

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2. Delegated Tasks #

• What it shows: Tasks that you have assigned to others.
• When to use: Ideal for team leads or anyone delegating work. Use this when you want to monitor the tasks you have assigned to other team members and ensure deadlines are being met.
• Key Features:
  • Tracks who’s responsible and their task statuses.
  • Quick Add Task available when viewing by Assigned To.

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3. Co-act Tasks #

• What it shows: Tasks where you are a Co-Actor, i.e., collaborating without being the main assignee.
• When to use: Stay informed and contribute effectively to shared work.
• Key Features:
  • Displays all tasks where you support someone else.
  • Shows collaborators and your role clearly.

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4. Team Tasks #

• What it shows: Displays all tasks that belong to your team, providing an overview of all ongoing work.
• When to use: Great for team managers or anyone wanting a bird’s-eye view of ongoing work or ensure no task is falling behind.
• Key Features:
  • Tasks grouped by team member.
  • Quick Add Task available by Assigned To for easy delegation.

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5. All Tasks #

• What it shows: Provides an overview of all tasks associated with you, whether they are assigned to you, delegated by you, or you are a Co-Actor.
• When to Use: This is useful when you want a comprehensive overview of all tasks, ensuring nothing is overlooked. Perfect for full oversight or audits.
• Key Features:
  • Flexible sorting and organizing to scan everything in one place.

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6. Done Tasks #

• What it shows: Shows all tasks that have been completed.
  
• When to Use: This is perfect for reviewing past tasks, reporting progress, or checking the completion rate of tasks.
• Key Features: Helps understand past workload and performance.

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Organize By (View By Options) #

These options help you rearrange how tasks are displayed inside a bucket. They act like perspectives.

1. Assigned To #

• Description: Group tasks based on the person responsible for them.
• Use: Helpful for checking tasks you have assigned to others or tasks that are assigned to a specific team member.

2. Assigned By #

• Description: Show tasks that were assigned by a specific person.
• Use: Useful when you want to see tasks assigned by a particular manager or colleague.

3. Date #

• Description: Group tasks by their due date.
• Use: This is ideal for prioritizing tasks based on approaching deadlines.

4. Karma #

• Description: Group tasks related to specific Karmas.
• Use: Useful for checking task progress related to a particular process, form or initiative.

5. Contact #

• Description: Display tasks that are linked to specific contacts or clients.
• Use: Helpful for managing client-related tasks and ensuring all deliverables are met.

6. Status #

• Description: Group tasks by their current status (e.g., to-do, stuck, doing, done).
• Use: Great for quickly locating blocked tasks or tasks in progress to resolve issues or monitor workload.

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Visual Layout Modes #

These define how your tasks are visually displayed on the screen. Switch between them depending on how you like to work:

1. List Mode

• Clean, vertical layout for a structured, traditional task list view.

• Ideal for quick scanning and bulk updates.

2. Board Mode

• A Kanban-style board that organizes tasks in columns (e.g., To-Do, In Progress, Done).

• Drag-and-drop functionality for stage updates.

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Summary: #

• My Tasks: See tasks assigned to you.
• *Delegated Tasks *: Monitor tasks you’ve assigned to others.
• Co-act Tasks: See tasks where you are a collaborator.
• Team Tasks: Get an overview of team tasks and individual member responsibilities.
• All Tasks: A complete list of all tasks you are involved in.
• Done Tasks: Review completed tasks.

Each bucket and view provides flexibility and ease in managing tasks, helping you focus on what’s important, whether it’s upcoming deadlines, stuck tasks, or team progress.