Sending Actions to Collaborative Tasks

You can turn an action into a Collaborative Tasks task.

Note: Collaborative tasks and this functionality are only available with the Cloud version.

Before you begin: Open the Action Log Leanget to a Board and create one or several actions. For more information, see Assigning Actions and the Collaborative Tasks User's Guide.
  1. Tap the button in the action's context menu.
  2. In the Send to Collaborative Tasks panel that displays, edit the future task's data if necessary:

    • Task Owner (mandatory): the task's owner. Its default value is the user who clicked the Task button.
    • Task Assignee: the task's assignee. Its default value is the action's assignee if applicable.
    • Title (mandatory): the task's title. Its default value is the action's text content if applicable.
    • Planned End (mandatory): the task's planned end date. Its default value is the current date.
    • Description: the task's description.

  • In Collaborative Tasks: the task is created and is available in to its owner and the assignee.
  • In 3DLean: the action is marked with an arrow. The action is frozen: you can consult, move and delete it, but you cannot modify its content.