Tasks in the web app

A task is a design or document review request that must be completed in a determined period of time.

Tasks in MoonDesk are design or document review requests that must completed within a determined period of time. The tasks screen provides a clear and organized interface in order to manage these activities. Here's a breakdown of its components and functionalities:

Tasks Screen

1- Access to the Tasks screen:

• Accessible from the web app's main menu.

2- Screen components:

Tasks section screenshot.

1. Search bar and filters: these enable searching and filtering tasks according to different criteria.

2. Number: value assigned for the identification of a task that's defined according to its creation order.

3. Task name: name assigned to the task upon its creation.

4. Projects: you can group tasks under one same project. By clicking on its tag, you are able to change projects, or create a new one.

5. Documents: column that shows how many documents a task has. By clicking on the number, the documents detail and status within the task will drop down.

6. Users: allows to see people assigned to the different task's roles.

7. Status / Time elapsed:

   • In design status: the task is in the process of being edited.

   • In review status: status in which the design task has been carried out and is awaiting to be approved by the reviewers.

   • Done: status in which the review task has been approved by the reviewers and completed by the task owner.

8. Deadline: it's the limit date defined for the completion of a task. The date will automatically change to color red when the assigned day is equal or after the deadline.

9. Comments: icon that indicates that a task has messages.

10. More Options: menu that groups the functionalities that can be done to a task.

1. Sort by: functionality that allows for the tasks in the listing to be sorted by creation date, deadline and modification date.

Creation of a new task

• Access the tasks screen from the main menu, and select "New task" in the upper right corner.

Button for accessing the creation of a new task.

For more information on creating a new task, you can visit:

Making a design requestMaking a review request

Tasks can only be created in MoonDesk's web app.

Task composition

• Initial status: defines if the task is in design or review process.

• Basic details: task name, detail and deadline.

• Assignation of roles: creator, owner, assignee (graphic editor) and task reviewer.

• Details: briefly explains the task to be performed. This content won't be checked automatically.

• Documents: section for adding the documents to the task. They can be of the following kinds:

  • Documents to be reviewed/modified.

  • Reference documents.

• Sorting (creation of a new document): The document sorting will determine which control rules have to be applied.

• Control:

  • Rules: rules are applied according to the sorting values defined in "Sorting (creation of a new document)". If no rule is applied to the selected document, nothing will be displayed in this field.

  • Contents: defines the text or image contents that must be included and checked in the design.

• Nutritional chart: select a chart model, and finally load the data from an Excel file. The software will load the data automatically.

• Search and replace: input the text to be searched, and text for it to be replaced for, in order for MoonDesk to modify them automatically.

Importance and functionality:

• Tasks provide an organized structure for managing design processes and documents reviewing.

• They make assigning roles and responsibilities to the users involved in each task easier.

• The tasks screen offers search, filtering and sorting tools for efficient managing.

• It allows to carry out specific actions on each task, such as editing, cloning, sharing or archiving.

• Tasks creation provides a clear space for defining details and requisites of each activity to be performed.

In a nutshell, MoonDesk tasks are essential for the efficient management of design projects and documents reviewing, providing a structured and functional platform for coordinating and carrying out these activities efficiently.