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Actioning Tasks (App)

Tasks are items requiring action by one or multiple individuals. This article explains how you action tasks from the App.

Note: Your Access Level may restrict the use of some features.

For Desktop, see Actioning Tasks.

A Task status can't be updated unless assigned to the user.

  1. Tap the main menu Main Menu,  Task Manager and select from the following: 
    1. My Tasks - Tasks assigned to you.
    2. Tasks for Anyone - Tasks that anyone can complete.
    3. Unassigned Tasks - Tasks that aren't assigned to a user.
    4. All Tasks - all Tasks listed in Task Manager. 
  2. Tap the Task to view.
    1. Tap to add a comment on the Task. 
    2. Tap to attach a file to the Task.
    3. To edit the Task, including assignee, due date or details, tap more options icon-3dot > Edit.
    4. If unassigned, tap Assign to me or more options icon-3dot > Edit to assign to another user.
    5. Tap the orange status button to change the status. The Task must be assigned before this can be done.
    6. To Duplicate Tasks, tap more options icon-3dot > Duplicate.
    7. To Delete Tasks, tap more options icon-3dot > Delete.
  3. Click Save.

App Notification: When the Status of a Task is changed, the Task creator and assignees (excluding the person who edited the task) will receive an alert via the notification bell icon-bell-badge.

What's Next?