Tasks in Touchdown for iOS

Today we wanted to touch (no pun intended – well, maybe a little) on how to utilize tasks in iOS.  (not iOS7, we’ll get to that once iOS7 is officially released.  Patience, iphone lovers!)

Open Touchdown and Tap the Tasks button.

There are several functions, such as Sort, Filter and Search that I find really critical.

SORT allows you to sort Tasks in the list by:
Subject, Start Date, Due Date or Importance, in either Ascending or descending order.

FILTER
helps you organize your Task list. You can filter by Folder, Category or status such as pending, complete, Overdue or Due today.  I like to have mine set for “due in the next seven days” so I have an overview of all the things I have to get done this week. There are many more options such as “Today AND Overdue Tasks,” etc.  You can totally nerd out on this little detail to make it work for your needs.

SEARCHING FOR TASKS
Open Tasks & pull down on the Tasks bar.

Type in your search criteria.
The best matches for your search criteria will appear below the search bar. Oila!

(To search for Tasks in other folders, Tap the Tasks button, enter search criteria and click search.)

CREATING A NEW TASK

Open TouchDown  and Tap the Tasks button.
Tap the New button and fill in your info!

Pretty nifty.  Task away!  (Im off to write in more tasks…)

Want more mini tutorials? You can find them all in one place right here in our Nitrodesk Knowledge Base!

How to work with Tasks in Touchdown

We love the task Function on Touchdown.  Whether you use your Android Phone or Tablet, the Tasks Functionality of Touchdown keeps you organized and makes sure that you have dotted all your “I’s” and crossed all your “T’s.” Features related to tasks include the ability to set reminders, priority levels, privacy levels, and to categorize tasks. The main task screen will show you which tasks have been completed and which are still outstanding (I love that part.)  Outstanding tasks will also show up on the main home screen of TouchDown.

Here is a brief synopsis of Filter, Sort and Refresh:

FILTER

The Filter function helps you organize your Task list.

You can filter by Folder, Category or even by the following statuses:

All, Completed, Pending, Overdue, Active, Due Today, Next Seven Days, No Due Date, With Due Date,  AND Today and Overdue.

Phew!  Choose your favorite way of filtering !

SORT

allows you to sort your Tasks in the list by:

None, Category (ascending), Category (descending), Subject (ascending), Subject (descending), Start Date (ascending), Start Date (descending), Due (Ascending), Importance (ascending), and Importance (descending)

You can choose up to three options at once.

(I use category and subject the most.)

REFRESH

removes all Tasks from the TouchDown Task list and repopulates the list with the Tasks from server. However, A Refresh will permanently delete

changes made on the device if they have not yet synced to the server and repopulates with only the data that is available on the server. (This is different

from a Sync command in that a Sync will check the server for changes and also report changes made from the device to the server)

MAIN FUNCTIONS
Along the top of an open task, you have simple controls that allow you to cycle through tasks using forward and back arrows, change the status of a task, categorize the task view with the palette button, or to delete or add a new task.  In the individual task view you can see a summary of the due dates, status, privacy, importance, etc.  Along the bottom, any notes will display that you have associated with the task.

Using Astrid and worried that you won’t have it any longer come August 5th when it gets shut down?  We’ll help you 🙂