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Let's Get Started

Dock 101 Guide

We want you to get up and running on Dock as quickly as possible. This short guide should get you started. Once you’re through it, feel free to explore, too.

The Basics

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A place to call Home
 

We’ve created a dashboard we’re simply calling Home. It displays your assigned tasks across all of your lists, organized by due date: Today, next 7 days, or simply No date. Both "My Task" and "All Tasks" for your organization can be viewed here. 

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Learn about the Home Screen

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What’s a List?

Lists are sort of like folders where you keep all your tasks, all nice and organized. You can create as many lists as you like, and name them whatever you want.


 

Learn about the how to create and use lists

Some of the basics

Features you should know about

Dock’s feature set was designed to be intuitive and easy to use. Here are some of the primary features you can use every day.

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View Displays

"Full view" shows all of the subtasks and comments face up. "Slim view" is a way to get the big picture, with all of the subtasks and comments collapsed.

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Drag & drop it

We made ordering tasks easy. Simply drag and drop them in the order you want.

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Open a drawer

Click on a task on your Home screen or within a list. The drawer will slide out from the right side of the screen to reveal all of its details.

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A red dot = new

A red dot next to  comments, due dates, 
labels, or attachments means something new was added since the last time you logged in.

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Getting around

Click the icon at the top left of the screen to access the rest of the pages within Dock.

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Look for the blue dot

If you see a blue dot next to the number indicating how many open tasks there are in a list, it means something new was added to that list.

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Groups

Organize a list using Groups. Add as many groups as you'd like and feel free to move them to any location on the page.

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Expanded filtering 

We have robust filtering

that allows you to use multiple criteria, so you can quickly find exactly what you're looking for.

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What’s a Task?

A task is what we call your to-dos. But instead of Post-its and random unintelligible notes, they’re organized into neat lists, with the information your team needs.

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A major part of organizing

Building a Task List

The first step to ditching all those Post-its and washing your hands of all those scribbled notes is creating and building out a task list.

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1. Start by creating a task list

To create a new list, simply click the button in the upper right corner of the window. Name a list by a team, workflow or process. After the list is created, you can add tasks to it.

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Name lists by workflow, a team or your personal to-do list.

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2. Then, invite members to your list

Once you have created your list you can invite other members. Invite members by clicking on the three dots on the right side of the List. Select “Invite Members” from the menu.

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Invite others to a list to collaborate and share tasks.

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3. To edit/delete, click the dots

If you’re an admin of a list, you can delete or edit a list by clicking the three dots to the right of it. A drop-down menu will appear and give you the choice to delete or edit the list. You can add/remove users here as well.

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Keep your lists updated to stay organized.

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4. Add a new task to your list

Adding a new task is a snap. Simply click on the box with “+ Add Task” in it, then type in your task and hit the enter key. The new task will save to your list.

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Quickly add tasks to stay on top of your to-dos.
Or add user/patient with the @ and # symbols.

Getting your tasks together
Anatomy of a Task List

Now that you've created a list, let's take a quick look at what's actually in there.

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