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How to Assign and Manage Tasks in Raken

In this article, learn how to create, assign, and manage tasks in Raken from the web app and mobile app to keep your team on schedule.

Written by Carolina Manos
Updated over 2 weeks ago

Tasks keep your projects on track by giving every team member clear assignments with due dates and attachments. Create and manage tasks from the web app or mobile app so nothing slips through the cracks.


Quick Answer

To assign a task:

  1. Log into the Raken Web App or open the Raken mobile app.

  2. Navigate to Projects and select your project.

  3. Click or tap Tasks in the project menu.

  4. Click the + Task button (web) or the orange + button (mobile).

  5. Assign a team member, add a description, attach photos if needed, and set a due date.

  6. Click Save (web) or tap the βœ“ checkmark (mobile).


How to Assign and Manage Tasks on the Web

Step 1: Navigate to Tasks

Log into the Raken Web App. Click Projects in the left side navigation bar and select your project. Click Tasks in the left side project menu.

Step 2: Create a New Task

Click the + Task button in the top right corner of the page.

Step 3: Fill In Task Details

Assign a team member, write a task description, attach any relevant photos, and set a due date.

Step 4: Save the Task

Click Save in the top right corner. The task will now be visible to the assigned team member.


How to Assign and Manage Tasks on the Mobile App

Step 1: Navigate to Tasks

Open the Raken mobile app and tap your project. Tap Tasks in the Project tools grid. Use the tabs at the top to filter by Open, Completed, or All tasks.

Step 2: Create a New Task

Tap the orange + button in the lower right corner of the screen.

Step 3: Fill In Task Details

Assign a team member, write a task description, add attachments, and set a due date.

Step 4: Save the Task

Tap the βœ“ (checkmark) in the top right corner to save.


Troubleshooting and FAQ

Can I attach photos to a task?

Yes. When creating or editing a task, you can attach photos from your device on both web and mobile.

Can I filter tasks by status?

Yes. On mobile, use the tabs to view Open, Completed, or All tasks. On the web, use the filter options in the Tasks view to sort by status, assignee, or due date.

Will the assignee be notified when a task is created?

Yes. Assigned team members receive a notification when a task is assigned to them.


Technical Specifications

  • Compatibility: iOS 15+, Android 10+, and all major web browsers

  • Offline Capability: No β€” requires an active connection

  • Data Format: N/A

  • Plan Required: All plans

  • Add-on Required: None

  • Role Required: Account Administrator, Project Administrator, or team members with project access


Considerations


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More Questions?

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