Enhance Task Sidebar Descriptions: Tag Users & Use Smart Chips

The task sidebar enables efficient management of task descriptions, allowing users to easily edit and save changes. The description field features tools for enhancing text and interactivity, including a drawing icon, object insertion, printing, and PDF export, shown below:

 

The drawing icon enables users to draw in the task sidebar’s description field, edit diagrams, add images, and resize them easily, icon shown below:

You can tag any user across the organization, enhancing visibility and collaboration. Additionally, smart chips allow you to effortlessly insert key details like dates and times, eliminating the need to input these features manually.

To tag a user, press “@” in the task sidebar description. A pop-up will appear with a list of users, and you can search for specific users using the search bar, shown below:

After tagging a user with “@”, you can use smart chips, located below the user selection, to quickly add the date and time, date selection has been shown below:

After tagging a user with “@”, they will not be notified; their name simply appears in the description. Similarly, the selected time remains in place without sending any alerts.

Insert Objects:

The task description offers a variety of formatting options, including bold, italic, underline, indentation, bullet points, and undo, making it easy to customize your text. A key feature of the task description is the ability to insert objects such as images, Iframes, and PDFs, allowing you to enrich tasks with relevant visual content and resources.

To use the insert object option, click the icon located at the top right, you will then see three options: image, Iframe, and PDF, shown below:

You can click the image option, upload a file or enter a URL, then adjust the image’s width and height as needed:

To insert an Iframe:

Select the second option in the pop-up to embed a webpage into the task sidebar’s description. The default web address is Drutas.com, but you can change it and click “Insert.” Once added, click the edit icon depicted as 1 in the description pop-out to modify the Iframe and adjust the width and height, depicted as 2 in the below image:

Add a PDF:

The last option allows you to add a PDF in the pop-up, by default, the width and height are set to 60%, but users can adjust or delete these settings as needed.