Actions with tasks

There are several ways to view your tasks:

• Workflow > Tasks page: see your tasks as well as unassigned ones and those assigned to other team members (only for accounts you have access to). Completed tasks are on a separate tab. See Work with tasks list for search, filter, and sort options.
• Client account: go to Clients > Accounts, open the client’s name, then go to the Workflow tab—pending and completed tasks are displayed separately.
• Client’s Overview page: a client’s tasks are also listed in the Jobs & tasks tab on the account’s Overview page .
• Insights page: once a task is assigned to you, it appears on your Insights page. Here’s more on the tasks widget .
• Calendar view: click the Tasks tab in Workflow > Calendar. Here’s more on calendar views .
• Notifications: when a task is almost due or newly assigned to you, you get a notification in your Inbox+ and email. Click the task name or Go to… to open it. You can change your notification preferences at any time.

To view all tasks assigned to you, go to the Workflow screen and open the Tasks tab. Tap a task to open it, or tap Filters to filter tasks by pipeline and stage, job assignee, account name, or task status.

Once a task is done or canceled, click on its status and change it to Completed or Canceled, accordingly. Once the status of the task has been changed, it disappears from the Insights page and moves to the Completed tab of the tasks list.

Note

Completed and canceled tasks can still be edited. Move the task back to the Pending tab by changing its status to Planned, In review, In Progress, On hold, Extended, Waiting for client, Waiting for signatures or Waiting for agency.

Tap the priority in the top left or the status in the top right to change either.

Edit a task to change its status or account, track task’s time , check off subtasks or rewrite the description. Tasks can be edited one at a time or in bulk .

If anybody edits a task assigned to you, you’ll get an email and Inbox+ notification.

There are many ways to edit a task:

• Click on the task name on the Insights or Calendar pages

• Click on the linked task from the job card or from the Link Tasks page

• Select the task name in your Tasks list, then click Edit

• Change the assignee, start date, due date, priority, tags or status right in the Task list

Note

When you change the account of a task linked to a job , it automatically unlinks.

The task screen contains five tabs that allow you to interact with a task in different ways:

• Task details: edit or remove an associated client account, link the task to the job or unlink it, edit task assignees, check the task tags, edit start and due dates, and toggle on Repeat to make the task recurring.
• Description: add or edit the task description.
• Documents: view and upload a document any way that is available in the mobile app . Once uploaded, documents will be linked to the task and accessible on the same tab in the mobile app or in the portal.
• Subtasks: add a checklist consisting of subtasks or view and manage it if you already have subtasks.
• Comments: see Comment on a task .

While working, you might come across information you need for a specific task. Jot it down inside the task comments. This way, team members assigned to the task will see it.

To add a comment to a task:

1. Click on the task name or the three dots to its far right, then select Edit.

2. In the Comments section, click Add comment, click on the text field, then type the note.

3. Click Save to keep your changes. The comment—along with the date and name of the team member who wrote it—is then saved inside the task. When the comment is no longer needed, click the trash icon to the right of it to delete it.

Open the task and switch to the Comments tab to add and view task comments.

To remove a task completely:

1. Click the three dots to the far right of the task name, then click Delete.

2. Click Delete in the Delete Confirmation pop-up.

Open the task, tap the three dots at the top right, and select Delete task.