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Using projects and tasks

Projects and tasks are a great way to turn collaboration into action and track your progress.

A project is a great way to give collaborative work a context that is time-based and outcome-based. With a project, you collect content in a way that focuses user work along with a schedule toward a specific goal. You can then create and assign people tasks and sub-tasks associated with the project to make sure everything gets done.

  • Overview of projects and tasks Jive projects provide lightweight project management with tasks, due dates, checkpoints, and notifications.
  • Creating projects You can create and configure projects for collaborative work.
  • Deleting projects When you delete a project, you remove the entire project, including its content, from the system. You cannot undo a project deletion.
  • Creating tasks You can create personal tasks for yourself or assign tasks for others and associate them with projects.
  • Managing tasks You can edit a task, add a sub-task, delete a task, and follow it in a stream. You can do this from either your personal task list (Your Profile > Tasks) or a project's task list (Project > Tasks).
  • Completing tasks There are two ways to manage and complete tasks: through your personal tasks list or the tasks list associated with a project.
  • Importing and exporting tasks Tasks can be transferred between Jive projects and other tasks management tools. Jive uses comma separated values (CSV) files to import or export task data in bulk.
  • Mark for Action or assign a task? You should understand the differences between Mark for Action and creating tasks and the best ways to use these features.
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