A Teamup Calendar can work well as a to-do list with scheduled tasks and events. While not specifically designed to be a task management tool, Teamup does facilitate marking tasks and events as complete. This could be useful for tracking team projects, monitoring to-do lists, or keeping track of progress on projects.
The sub-calendar method
The sub-calendar method works well for using a Kanban style of task management. We recommend setting up your calendar as follows:
- Create a sub-calendar that holds current tasks.
- Create a sub-calendar with a different color for completed tasks.
- Once a task is complete, move it from the Current Tasks calendar to the Completed Tasks calendar.
You can also create sub-calendars for other stages of task management, e.g. In Progress or On Hold.
Move tasks to update status
As a task progresses from one stage to another, move it to the appropriate sub-calendar. There are several ways to move an event from one calendar to another.
Use the event editor
Click on the event to open it in the event editor and change the calendar selection from the drop-down list of calendars.
Drag an event in Scheduler view
In the Scheduler View, each sub-calendar has its own column. If you drag an event from one column to another, the sub-calendar is automatically updated to reflect the change. For example, if you drag a task from the Current Tasks column to the Completed Tasks column, the task’s assigned sub-calendar will automatically be updated from Current Tasks to Completed Tasks.
Drag an event to another day
If you want to move tasks to a different day, e.g. move remaining open tasks to the next day, switch to a grid view such as week view or multi-day view. Then drag and drop the remaining tasks to the date where you want them.
The custom field method
Another way to mark events and tasks as completed is with a custom choice field. You can set the options to indicate Complete and other stages of task management. Then you can see emojis in the title of the event, indicate if the task is completed or not.
- Create a custom event field.
- Select single or multiple choice, then choose an emoji for each option.
- Be sure to choose the Emoji option for what to Show in event title. Then the emoji will automatically be added to the event title when you make your choice from the event field:
Use symbols or special characters
An alternative to using emojis through a custom field is to add a tick symbol (via the ascii code) to the title of the event.
This can be done by pressing alt and the numbers 251 together to get a √ in the title of the event, like this:
Alternatively, this web page allows you to copy some useful symbols. Just click on one of them to copy, then paste it directly into your event title.
Work efficiently with a color-coded view
Create your task-related sub-calendars in distinct colors; at a glance, you will be able to see which events are current and which tasks are complete. You could even add further sub-calendars for more detailed progress monitoring, e.g., Tasks on hold or Tasks awaiting approval.
It’s all up to you: you can customize your Teamup Calendar to be a task management system that is perfect for how you actually work.
Tip: You can easily show and hide the various sub-calendars to de-clutter your view. For example, if you’d like to see completed tasks only, toggle off other sub-calendars to show only the Completed Tasks calendar.
- Delegate Tasks and Scheduling with a Shared Calendar
- The Scheduler View
- Event Fields
- Organize Your Life and Work with Color-Coded Sub-Calendars
Keywords: task management, to-do list, emojis, customization