To make it easier to navigate and work with tasks, they are grouped by type:
My tasks - here you will see all the tasks for which you are responsible. If a colleague assigns you a new task, a red circle with a number in it will appear next to My Tasks.
Assisting - this section displays tasks that require your participation at certain stages. A gray circle with a number inside indicates how many tasks you are assisting on.
Assigned by me - all the tasks created by you are collected here.
You can filter your tasks and view them in a convenient manner:
- Current. Use this option to view current tasks that require your immediate attention.
- All. You will see a list of your current tasks, and the tasks that you have ever performed, sorted by the date.
Select a task from the list and open it. This is a task page. It shows all the necessary information to get work done: task description, attachments, due dates, participants, author.
How to discuss tasks?
When working with tasks it is often necessary to clarify the details with the author, add a comment or document. You can discuss questions with colleagues right on the task page. Messages will be shown in the activity streams of the author, executor, participants and approvers of the task.
How to reassign tasks?
Sometimes you may need to delegate a task to a colleague. And if you are a department head, it is probably your daily routine to distribute tasks among department employees.
Any task from My tasks can be easily reassigned to another employee. To do this, click on the delegation icon in the upper right corner of the task page.
Select a new executor. To do this, start typing a username in the Executor field or click on the magnifying glass icon. You can also leave a comment.
How to complete tasks
After you complete the work, click the Done button in the lower left corner of the task page.
The task will no longer be shown in My Tasks when the Current filter is selected. However, it can always be found in the list of all tasks, where it will be displayed crossed out.
Tip: When a colleague performs a task that you assigned, it will also appear crossed out in your Assigned by me section.
If for some reason the task cannot be completed, click the Cannot be done button. The author of the task will receive a notification, and he or she will be able to take the necessary measures to solve the situation in a timely manner.
The author of the task can track its execution. In this case, after the task is completed, the author will receive a notification that the work has been done. The author can also check the achieved results. Read more about Task control in this article.