How to add tasks to the list and flowchart views in Taskheat

How to add tasks to the list and flowchart views in Taskheat

This tutorial on the project management tool Taskheat won’t leave you indifferent.

Project management waterfall for tracking complete tasks and workflow to be delivered or started within target schedule concept, business people project manager with winning flag jump in project management diagram.
Image: Nuthawut/Adobe Stock

If your days are getting busier and busier with each passing week, consider using a tool to help you stay organized. Project management is an absolute must for most people in IT, marketing, sales, operations, management or pretty much any department in a company. With a solid project management tool, you can ensure your projects and the tasks that make up those projects stay on track, allowing a product to be delivered on time.

SEE: Hire Kit: Project Manager (TechRepublic Premium)

But what about the tasks that are not related to a specific project? Imagine you have a sizable list of tasks to do, but the typical list view of your tasks isn’t that helpful. You may have tasks that depend on other tasks and want to be able to view them in a way that makes those dependencies obvious.

This is where Taskheat excels. With a list and flowchart view of your tasks, you can easily see how it all flows together, making it easier to plan your work day or work week.

To become familiar with Taskheat, you need to understand the following terms:

  • Project presents the big picture so you can categorize related tasks together.
  • task represents a single task to be completed within a project.
  • dependency is a connection between two tasks, where task A must be completed before task B can be completed.
  • keywords Make it easy to group unrelated tasks for easier filtering.

Let me show you how to get started with Taskheat.

What you need to use Taskheat

Taskheat is only available for Apple devices running macOS, iOS or iPadOS, so you will need either a MacBook, iMac, iPhone or iPad. I will be demonstrating on a MacBook Pro running macOS Ventura.

Taskheat offers a two-week trial period, after which you must purchase the full version for a one-time fee of $9.99; it is not a subscription service. Once you purchase Taskheat, you can use it on all your Apple devices at no additional cost.

If you’re looking for the best task manager for Apple, Taskheat is certainly one of the better options.

How to install Taskheat

Taskheat is installed from the Apple App Store, so all you have to do is follow these simple instructions:

  1. Sign in to your MacBook or other Apple device.
  2. Open the App Store.
  3. Look for Taskheat.
  4. Click Retrieve.
  5. Click Install.
  6. Wait for the installation to complete.

Once installed, launch Taskheat from the launchpad on your dock. When the app opens, you can either go through the onboarding wizard or close it and start adding your tasks.

How to add tasks to Taskheat

Before adding your first task, you may want to either rename the default project or create a new project. To rename the default project, click Default in the left pane and give the project a new name. If you want to leave the default project there, click New Project (Figure A).

Figure A

Taskheat main window with no tasks or projects listed
Taskheat’s main window is well designed and easy to use.

After you’ve created your project, you can start adding tasks. First, it’s easy to add tasks in the flowchart view. However, as you keep adding more tasks, you may need to use the list view to add tasks as the flowchart view can get a bit busy (Figure B).

Figure B

Taskheat flowchart view with tasks linked together
If the flowchart view gets too narrow, you can always zoom out using the zoom controls in the lower left corner.

To add a task, click + in the top right. In the task popup (Figure C), fill out the required information for the task.

Figure C

Adding a new task to Taskheat.
Adding a new task to Taskheat.

For each task you can add the following information:

  • Surname: The name of your task.
  • Remarks: Any additional information you want to add to the task.
  • tags: Tags associated with the task.
  • Delegate: A user to associate with the task.
  • Location: A location associated with the task.

After filling out the information, click outside of the pop-up to save the task. If you want to add a new task that either activates or depends on the new task, click on the gear icon in the lower right corner and choose one of these two options from the pop-up menu (Figure D).

Figure D

Taskheat popup to set up a task as a dependent or enabled task
Adding a new task that either depends on or activates the current one.

One thing you can’t do in flowchart view is drag tasks on the grid. Because of this, the flowchart view can become a bit awkward. In this case, you may need to either zoom out or switch to list view (Figure E).

Figure E

The Taskheat list view.
The Taskheat list view.

The good thing about the list view is that it makes it clear which tasks are dependent on other tasks. And while I prefer the flowchart view, there are times when the list view is much easier to decipher.

Taskheat is unique enough to justify the price

I’ve used a lot of task managers and I always go back to Taskheat. While it may not have all the features of, say, Evernote, Taskheat’s unique views and simple interface are worth the time and price.

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