Track progress and stay accountable by viewing tasks assigned to you or your team members, filtering by action plan or status, and exporting task lists.
The Tasks tab lists all tasks assigned to you and all tasks you have assigned to others, and provides options to filter, review, edit, manage, export and delete your tasks. Tasks are useful for helping you and your team remain focused on your action plans and completing them on time.
Info: Learn how to create a task.
Tasks tab
The Tasks tab consists of the following sub-tabs:
My Tasks
Displays all tasks assigned to you.
Team Tasks
Displays all tasks assigned to another person and that you are the task administrator of. These are usually tasks you have created and assigned to your team members.
The information on these sub-tabs consists of the following columns:
Task Name
The name of the task.
Status
Whether the task is active or complete.
Task Administrator
The person who is the task administrator (usually the task creator).
Assignee
The person the task is assigned to.
Due Date
The date the task is due to be completed.
Last Updated
The date the task was last edited.
Filtering Tasks
Use the filter drop-down lists to select criteria for viewing specific tasks.
Filter options
You can use any combination of filter criteria to isolate the tasks you want to view. The following criteria are available:
Action Plans
The action plan the task is associated with.
Status
The status of the task (e.g., Active or Complete).
Team
The team the task is associated with.
Filter criteria currently in use appear below the filter options. Click an item's close symbol (x) to remove the item from your current filter, or click Clear All to remove all filter criteria.
You can also use the search field on the right side to locate tasks with a specific word or phrase in their title.
Reviewing and Editing Tasks
Click a task's title to view its details, including its description, due date, recurring information, the name of the action plan it is assigned to (if any), the assignee and the task administrator.
You can also click a task's More Options menu (⁝) on the Tasks tab to access options to view the task, delete it or mark it as complete.
Task Details tab, Task details window
More Options menu, Tasks tab
When viewing a task's details, click Edit in the upper-right corner to modify the task, or click Mark as Complete to indicate that you or the assignee have completed the task.
You can also use a task's Comments tab to communicate with the assignee (or the task administrator if you are the assignee) related to the task.
Comments tab, Task details window
Exporting Tasks
- Click Export on the upper-right corner of the Tasks tab.
- Use the options in the Download Report window to edit the name of your download and determine which tasks to include.
- Click Create.
-
On the Download Report window's Past Reports tab, check
an item's status and click its download symbol (
)
to save it.
Download Report window
Past Reports tab, Download Report window