Viewing and managing all of your assigned tasks

Via the Tasks page

  1. Click on mode_edit Tasks in the command bar.
  2. Use the filter options to locate the tasks you want to manage.
    1. Use the Filter field to search for tasks by subject.
    2. Use the page controls to navigate the list of tasks
    3. Click on the task's subject to view its details.
  3. Use the available options to manage your tasks.
    1. To edit a task, click on its mode_edit icon in the Actions column.
    2. To permanently delete a task, click on its delete_forever icon in the Actions column.
      • To delete multiple tasks at once, click on the checkboxes for the task to select them, then click the Delete Selected Tasks button.
        Note: deleting a task will result in the task no longer appear on the profile or any associated project and all data related to this task will be permanently lost.
    3. Click on the Refresh button to refresh the list of tasks.
    4. Click on the New Task button to add a new task for that person.

Managing your Tasks from the command bar


Via the dashboard

To view all of your tasks from the dashboard, click on the Assigned Tasks tab on your dashboard.

  1. Click on the task's name to view it's info, associated projects, and notes.
  2. Click on the Edit (mode_edit) icon to edit the task's general information, status, start and end dates, reassign ownership of the task, etc.
  3. Click on the Delete (delete_forever) icon to permanently delete the task.
Note: deleting a task will result in the task no longer appear on the profile or any associated project and all data related to this task will be permanently lost.

The Assigned Tasks tab on the dashboard

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