Tasks

Note – This guide applies to Genio Notes on your browser, desktop app, and new mobile app 📱

As the interface is responsive, the layout may appear slightly different depending on your screen size or device, but the functionality remains the same.

Use Task Cards to keep track of the things you need to complete. Add due dates to help keep track of tasks, and mark as complete when you've finished.

The Task List (accessed from the home screen) helps you to prioritise your work and add structure to your study sessions.

1
Creating Tasks
2
View and Manage Tasks

Tip - You can also Group relevant information (including Tasks) together in Groups, see here for more detail: Card Groups

Get in touch - This is just the beginning of Tasks in Genio. If there's something you'd like us to add then please get in touch at support@genio.co


1
Creating Tasks

To create a Task, use the Task button:

Image showing the label buttons with the Task Icon highlighted.

  1. Click the Task button
  2. Add a brief description of your task
  3. Add a Due date (optional)
  4. Press Enter to post to your feed

Your Task will appear in your Feed like your other labels. You can use the check box to mark a task a complete.


GIF showing adding a task with a due date.


Tip - You can also use the shortcut ALT+T to add a task, or the quick action /t

Did you know? You can quickly convert an existing note into a task (and vice versa):

  1. Hover over the note you want to convert
  2. Cick the three dot menu
  3. Select 'Convert to task'

GIF shoing converting a note into a task


2
View and Manage Tasks
You can access all your tasks from the home screen by opening the Task List; simply click on ‘Tasks’ in the sidebar.

Image showing Glean's side bar with Tasks highlighted

From here, you can view all your outstanding tasks, sort by name, creation date, or due date, and mark them as complete. Whichever sort order you pick is remembered on this device, so your Task List will open the same way next time.

If you click on a Task, you'll be taken to the Genio Notes Event with a focus on your task in your feed.


GIF showing marking a task as complete


If you accidentally mark something as complete, don’t panic! You can undo do this by opening your completed tasks and unticking the task:



GIF showing marking a task as not complete

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