🎥 Project Teams and Tasks

How to manage Teams and Tasks within Nexl Projects

Gillian Hood avatar
Written by Gillian Hood
Updated over a week ago


Welcome back to our course on Nexl projects! In this session, we'll take a closer look at how you can manage your project team and set tasks for your team members to operationalize your project. Let's go!

Creating a Project Team

Once you've created your project, you can form a dedicated project team in just a few clicks. On the overview page, add a project team member by clicking on the add member link. Type the name or e-mail address of the person you're looking for and click on the add team member button.

Once you've added the new member to the project, this user can then view and access the project in the projects menu.

As soon as you have added a new team member, Nexl will also send out an automated notification to the inbox of that user to let them know they've been added to the Project. In that e-mail, the user can click a button that takes them directly to the project. Easy!

Using Tasks within Projects

Now let's talk about Tasks. Nexl’s Task functionality is fully integrated into our projects module.

As we've seen earlier, your project will display your three most recent tasks at the bottom of the overview page.

But every project also has its own dedicated section for Tasks. When clicking through to the second tab in your Project, you can view and manage all pending and completed tasks related to your project.

From there, you can also create new tasks. In the pop-up form, you can name your task, describe it, give it a due date, and either assign it to yourself or to someone else within the project team. Note that you cannot assign project-based tasks to people that aren't part of the Project team.

When you create a task in a Nexl project, it'll automatically appear in the task manager for the person you assigned it to. In that overall list of tasks, you'll see a link to your project in the source column. That allows you to see where your tasks originated from, and easily jump back into a particular project.

Of course, you can always update or delete a task. When you mark a task as done, it will move from pending, to completed.

Using tasks allows you to keep track of the commitments of the project team members to drive implementation. The whole team will have a clear and up-to-date To-Do List, making them accountable and keeping your project on track!

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