Welcome! This article will introduce you to Pyrus, guide you through creating your first task, inviting teammates, and planning your next steps.
Tasks are the core of how work gets done in Pyrus. A task is a communication channel with a clearly defined goal around a unit of work. Employees use it to exchange documents and other files as necessary to hold a discussion and close the task.
Click New task in the left menu. Define the task by giving it a clear and concise name. Add any details in the body as necessary. Pyrus automatically saves the draft of your task as you type, so if you accidentally close the window or shut down the computer, you’ll still be able to continue from where you left off.
Pyrus Tip: Clear names make tasks easier to navigate. Here are some good examples:
Examples of bad names:
Decide who will be responsible for the task. You can add several people to a task anytime, even after it has been created, but the task must have one assignee at all times.
Pyrus Tip: Task are assigned to the colleague you add first by default. Click on the name to change the assignee.
If this person isn’t on Pyrus yet, you can type their email address in the field below the task to send them an invitation.
The first time you assign a task to a new user, you will need to confirm that you are sending them an invitation to join your organization’s Pyrus account.
Click Send when you are done, and the new user will receive an email about the new task. If that user is already working in Pyrus, they will receive a notification from in the mobile app.
Pyrus Tip: You can click Send & New to save the current task and immediately start creating a new one.
To find a recently created task, use the Search function or navigate to the Recent list. When a teammate responds to your invitation, the task will appear in your Inbox. See Working on tasks together to learn more.