Goal
This article will guide you through reviewing, editing, and commenting on tasks you've created or have been assigned to you in the admin portal.
Before You Get Started
Task management is an account add-on so please contact our team for pricing and access if you have not already done so.
You will need to have the correct permissions set in order to manage tasks. To check this, navigate to:
Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select Roles & Permissions ➡️ Scroll down to Task Management ➡️ Expand Task Management and ensure that Tasks has full access selected.
Accessing Task Management
Step 1 – Navigate to Task Management
From the admin portal, select Tasks from the left-hand menu.
Step 2 – View 'My Tasks' or 'All Tasks'
Use the My Tasks tab to view tasks assigned to you or created by you.
Use the All Tasks tab to see all tasks within your portfolio.
Reviewing and Editing Tasks
Step 1 – Select a Task
Click on any task to open its details in a pop-up window.
Step 2 – View and Edit Task Information
In this window, you can view and update:
Task ID, title, and description
Community
Status (To Do, In Progress, Complete)
Assignee
Due date
Priority
Attached files
Subtasks
You can make changes to any of these fields directly.
Step 3 – Update or Cancel
After making your changes, click Update Task at the bottom right to save.
If you do not want to save the changes, click Cancel.
Using the Activity Tab
Step 1 – Select a Task
Click on any task to open its details in a pop-up window.
Step 2 – Open the 'Activities' Tab
Select the Activities tab at the top of the task window.
Step 2 – Add Comments or Files
Post comments related to the task and upload files as needed.
Step 3 – Tag Admins in Comments
To notify another admin, tag them in a comment by using the @ symbol.
