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How to manage tasks in the Xembly Extension
How to manage tasks in the Xembly Extension

Learn how to manage tasks directly from your Xembly Extension.

Peter Francis avatar
Written by Peter Francis
Updated over a week ago

πŸ€– UPDATE 3/28/24: The Web App is now the default experience for engaging with all things Xena and Xembly. Have you tried it? It works on mobile...

Xembly makes Action Item & task management simple. With Xembly, you can:

  • Navigate to see an overview of tasks

  • View tasks in "card view" or "list view" (expanded or collapsed)

  • Protect time on your calendar to complete these tasks with Block Time (60 mins) & Reminders (15 mins)


Navigate to see an overview of your tasks

Your task management feed can be found by clicking on πŸ“‹ Tasks at the top of the Xembly navigation banner.

Xembly Task Management

This landing page will allow you to quickly access all tasks that are currently open or have been completed. You can toggle between completion states at the top of the Xembly Extension and make adjustments to how these are ordered through filtering functionality.

Filter task views

View tasks by creation date, due date, source, or alphabetically.

Task filters


View tasks in "card view" or "list view"

Your Task List can be adjusted to show up in either a "card format" or a "list view" by clicking the expand or collapse button.

expand and collapse

"Card View" allows you to quickly see what is due when and even take action directly on the card without having to click into the task details.

"List view" allows you to view tasks in a clean list format. Action these tasks by clicking on the three dots on the right side of the task and selecting View Task Details.


Protect time on your calendar to complete these tasks with Block Time & Reminders

Tasks work seamlessly alongside your calendar so that you actually have time to complete your Task List. Set your task time duration when you create your task or adjust later on when you'd like to action your task. For more information, visit How to action/edit/modify tasks.

Setting reminder or block time


Add notes or attachments in Task Details

By clicking the three dots on the right side of a task in either card or list view, you can access the Task Details. There, you can add notes or attachments to help you complete the task.

You can also modify the Reminder/Block Time as you would in the card view.

this is an image of the "details" section of a task in the Xembly Extension. It has the task name, "test task adding", the due date list as 02/18/2024 under "details" and a blank "notes" and "attachments" section

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