About
The ‘Management” element within Project spaces contains the operational project management tools unique to Project spaces. As a manager of a project, you can create, assign, and review tasks and use visual management tools.Create and Assign Tasks
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Go to "Management" within the Project and click "Add Task"
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Select the appropriate template collection to find the task, such as “General Task Library”
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Select the appropriate task template, such as “General Task”
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Enter task name, description, and other fields as prompted and click “Submit”
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Add more information about the task on the following screen
- Select Manager: This selects the organization that is governing the task
- Select Collaborators Group: You will choose which Group of collaborators to select from in order to populate the “Assignee” field. Your Organization will have set up various Groups - whether for internal coordination, or to coordinate with your collaborators. You can select the appropriate group (who is sponsoring the project) and where you have the appropriate team or community members organized in order to assign them tasks. (Note- if you do not have the appropriate group set up with the collaborators added in order to assign tasks, please write to [email protected] and we can help)
- Add additional information about your tasks, including assignees, priority level, start and end date, and attachments.
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Once you are done, click “Submit”
The task will now be listed on the Project’s “Management” tab. Refresh the page if you don’t see it. You can click to open it and view it.
Single vs Bulk TasksSingle Assign (Default): One task card is assigned to one or multiple people. If anyone hits “submit,” the task is considered complete for everyone. Bulk Assign: This clones the task into individual copies for every selected person. Each assignee works on and completes their own version independently (ideal for classroom settings, where each assignee must complete their own task).
Import Tasks
Bulk import and edit tasks you have already created1
Select “Import Tasks”
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Input and Edit Tasks
Either copy and paste tasks from an existing spreadsheet organized with the same headers ( Task Name, Description, Start Date, End Date) into line 2 of the spreadsheet in the platform or manually enter data into the fields in row 2.
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Click ”Create Tasks”
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To Further Edit
To further edit and assign each task to collaborators, click on the task in the list column, Gantt chart, or swimlane view. Edit the fields and click submit once you are done. 
Visual Management Tools
The Gantt Chart and Swimlanes are both tools to visualize and manage tasks. Once tasks are added, they will be auto-populated to these views. Click on a task within either view to view task details or make edits.Swimlanes
Visualizes task cards in vertical columns based on status. You can quickly change a task’s status by dragging and dropping it from one column into another. The default swimlane statuses are selected and managed under project settings.
Gantt Chart
Ideal for visualizing the sequence and duration of tasks. Users can view their work by day, week, or month. You can quickly click and drag task bars to update start and end dates.
FAQ
Why am I not seeing the Project Manager I expect in the dropdown?
Why am I not seeing the Project Manager I expect in the dropdown?
Only members who have first been designated as Organization Managers can be assigned as Project Managers. If you don’t see the person you’re expecting, confirm that they have been added as an Organization Manager for a sponsoring organization (or the organization that created the project) before attempting to assign them as a Project Manager. This can be managed through the Organization’s login, under the Organization Managers page (which can be accessed under the settings menu, by clicking on the Organization’s avatar in the top right of the screen.)
How do I view and respond to an assigned task?
How do I view and respond to an assigned task?
Log into your personal profile, find the “Tasks” list on your Feed tab, click the arrow on the right side of the task row to open the task, enter data, add attachments, and mark it complete when you are ready.
How do I use the management tab to assign and manage tasks?
How do I use the management tab to assign and manage tasks?
Go to the “Management” tab, click “Add Task,” select a template, and enter the task details. On the next screen, select the manager and the collaborator group to choose an assignee.
How do I use management/tasks to manage project workflows?
How do I use management/tasks to manage project workflows?
You can organize workflows by assigning tasks and tracking their progress through visual Gantt chart and swimlane views on a project or profile’s “management” tab. Through these views, you can edit your task start and end dates, assignees, descriptions, and attachments, as well as organize them by tag and priority.
How do I use project management to deliver a training curriculum or learning program?
How do I use project management to deliver a training curriculum or learning program?
Project spaces allow facilitators to deliver curricula by guiding participants through structured tasks and defined stages. When assigning tasks, such as an assignment or module, use “Bulk Assign” to assign a copy of a task that each assignee must complete.
Who can assign or manage tasks on behalf of a project?
Who can assign or manage tasks on behalf of a project?
Task management is performed by the Project Creator (Admin) and designated Project Managers.
How do I use swimlanes? How do I use the Gantt chart?
How do I use swimlanes? How do I use the Gantt chart?
View Gantt charts and Swimlanes under the “Management” tab of a project. You can toggle between the two views in the top right of the tab. Gantt charts are used to visualize task sequences and durations; you can drag task bars to update dates. Swimlanes visualize tasks by status; you can drag cards between columns to update their status.