How to add tasks to List and Flowchart views in Taskheat

How to add tasks to List and Flowchart views in Taskheat

This tutorial on the Taskheat project management tool will not leave you indifferent.

Project management waterfall to track completed tasks and workflow to deliver or launch within target timeline concept, businessman project manager with winner banner jump on project management diagram.
Image: Nuthawut/Adobe Stock

If your days get busier and busier with each passing week, you might want to consider using a tool to help you stay on top of things. Project management is an absolute necessity for most people in IT, marketing, sales, operations, management, or just about any department in a company. With a robust project management tool, you can ensure that your projects and the tasks that comprise them stay on track so that a product can be delivered on time.

SEE: Recruitment kit: Project manager (TechRepublic Premium)

But what about those tasks that have nothing to do with a given project? Imagine, if you will: You have a hefty list of tasks to take care of, but the typical list view of your tasks isn’t all that helpful. You may have tasks that depend on other tasks, and you want to be able to view them in such a way that those dependencies are obvious.

That’s where Taskheat excels. With a List and Flowchart view of your tasks, you can easily see how everything flows together, so you can more easily plan your work day or week.

To get up to speed with Taskheat, you’ll need to understand the following terms:

  • Project represents the big picture, so you can categorize related tasks together.
  • Homework represents a single task to be performed within a project.
  • Dependence is a connection between two tasks in which Task A must be completed before Task B can be performed.
  • tags makes it easy to group unrelated tasks together for easy filtering.

Let me show you how to get started with Taskheat.

What you will need to use Taskheat

Taskheat is only available for Apple devices running macOS, iOS, or iPadOS, so you’ll need a MacBook, iMac, iPhone, or iPad. I’ll demonstrate it 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 are looking for the best task manager for Apple, Taskheat is certainly one of the best 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 on your MacBook or other Apple device.
  2. Open the app store.
  3. Look for Taskheat.
  4. Click Get.
  5. Click Install.
  6. Allow the installation to complete.

Once installed, launch Taskheat from the Launchpad on your dock. When the app opens, you can walk through the getting started wizard or close it and get to work adding your tasks.

How to Add Tasks to Taskheat

Before adding your first task, you may want to rename the default project or create a new project. To rename the project Default, 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.

Once you’ve created your project, you can start adding tasks. At first, it’s easy to start adding tasks in the Flowchart view. But as you add more and 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 linking together
If the Flowchart view becomes too narrow, you can always zoom out using the zoom toggles in the lower left corner.

To add a task, click the + in the upper right corner. In the task popup window (Figure C), fill in the information needed for the task.

Figure C

Add a new task to Taskheat.
Add a new task to Taskheat.

For each task, you can add the following information:

  • Name: The name of your task.
  • Notes: Any additional information you want to add to the task.
  • Tags: Tags to be associated with the task.
  • Delegate: A user to be associated with the task.
  • Location: A location to be associated with the task.

Once you have filled in the information, click outside of the popup window to save the task. If you want to add a new task that enables or depends on the new task, click the gear icon in the bottom right corner and select one of those two options from the popup menu (Figure D).

Figure D

Taskheat popup to set a task as a dependent or enabled task
Add a new task that will depend on or enable the current one.

One thing you can’t do in Flowchart view is drag tasks in the grid. Because of this, the Flowchart view can become a bit cumbersome to view. That’s when you may need to zoom out or switch to list view (Figure E).

Figure E

The Taskheat list view.
The Taskheat list view.

The nice 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 figure out.

Taskheat is unique enough to warrant the price

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

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