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Task Management

Stay on top of all tasks with views, filters, and status tracking.

Viewing Tasks​

My Tasks​

See tasks assigned to you:

  1. Go to Tasks
  2. Filter by "Assigned to me"
  3. Or check your dashboard widget

Team Tasks​

See all team tasks:

  1. Go to Tasks
  2. View full list
  3. Filter by assignee if needed

Task Views​

Switch between views:

  • List - All tasks in a list
  • Board - Kanban-style columns
  • Calendar - Tasks by due date

Filtering Tasks​

Narrow down your view:

  • Status - Not started, In progress, Complete
  • Assignee - By team member
  • Priority - By importance
  • Due date - Overdue, Today, This week
  • Related to - By customer or project

Updating Task Status​

Mark In Progress​

When you start work:

  1. Open the task
  2. Change status to In Progress
  3. Save

Or use quick actions in list view.

Mark Complete​

When finished:

  1. Open the task
  2. Change status to Complete
  3. Save

Or click the checkbox in list view.

Adding Comments​

Keep a record of progress:

  1. Open the task
  2. Add a comment
  3. Visible to all team members

Reassigning Tasks​

If someone else should handle it:

  1. Edit the task
  2. Change the assignee
  3. Add a comment explaining why
  4. Save

Editing Tasks​

Update task details:

  1. Open the task
  2. Edit any field
  3. Save changes

Changes are logged for transparency.

Deleting Tasks​

Remove tasks you no longer need:

  1. Open the task
  2. Click Delete
  3. Confirm
tip

Consider marking as complete instead of deleting for record-keeping.

Overdue Tasks​

Tasks past their due date:

  • Appear in the overdue filter
  • May be highlighted in red
  • Notify the assignee

Review overdue tasks regularly and either complete them or adjust due dates.

Dashboard Widget​

See tasks at a glance on your dashboard:

  • Your upcoming tasks
  • Overdue items
  • Quick access to task list

Best Practices​

  • Review your tasks daily
  • Update status as you work
  • Don't let tasks pile up
  • Use priorities meaningfully
  • Comment on progress for team visibility