PLAIO’s robust task management system is designed to optimize workflow and foster collaboration across teams. Whether you're assigning follow-ups on forecast changes, tracking production actions, or managing purchasing decisions, PLAIO makes it easy to keep tasks visible, actionable, and in context.
Task Dashboard Overview
You can access the Task Dashboard from the left-hand navigation menu. It provides a complete overview of all tasks, including those:
Assigned to you
Created by you
Assigned to other team members
From the Task Dashboard, you can:
View and manage tasks – Click any task to open a pop-up window where you can:
Update details
Change status
Add or review comments
Open related worksheets – In the “Task Information” tab, click the navigation icon to jump directly to the related worksheet. If a specific line is assigned, it will be highlighted.
Task Overview from Worksheets
PLAIO uniquely embeds tasks directly within its worksheets, allowing you to manage work in context. Tasks are visible in both the:
Data Section
Detail Section
This enables you to review, complete, or delegate tasks without switching views.
All tasks regardless of where they were created mare synced and visible in the Task Dashboard for full visibility.
View and Manage Tasks
When you click on a task you get a pop-up window where you can view and manage the task.
Task detail: Here you can change the title, status, and due date, put a description, and assign the task
Comments: You can add new and see previous ones.
Task information: Here you can see when the task was created and last updated, and by whom
Open Related worksheet: click on the navigation icon to go to the related worksheet, and, if assigned, highlights the specific line.
Right click options
Right-clicking on a task allows you to:
Task Detail: here you can view and manage the task
Open related worksheet: Navigates you to the related worksheet and, if assigned, highlights the specific line.
Complete task/Reopen task: Here you can complete open tasks or reopen closed tasks.
Delete Task
Create new task
Copy: Here you can copy the selected cell
Keyboard Shortcut: Ctrl+C (Cmd+C on macOS)
Copy with headers: Here you copy the selected cell and the title of its column
Create new task
You can create a new task using multiple methods, such as:
Action button → "create new task"
Right-click on a line and select "Create task"
Keyboard Shortcut: ALT+T (option+T on macOS) initiates task creation.
When creating a task, a pop-up window appears. You must enter a Title, and can optionally add:
Due date
Description
Assigned user
To finalize the task, click SAVE.
Note: After creation, you can update any task detail. You will automatically be set as the task owner and creation date will be recorded.
Complete Task
There are two ways to complete a task:
Click the task, open the pop-up, and set the status to COMPLETE
Right-click on the task and select Complete Task
Completed tasks will move to Closed status and will be hidden from the main dashboard by default.
Delete Task
You can delete a task using:
Right-click → Delete Task
Action Button (within the task pop-up) → Delete Task
Deleted tasks are removed from all dashboards and views.
Working with Tasks in PLAIO
Managing tasks in PLAIO ensures that nothing falls through the cracks. With everything linked to the right line, worksheet, or dashboard, you’ll always know what needs to be done and where to do it. Make task tracking part of your routine to stay ahead with confidence.