Tasks tab
Tasks are the activities related to the teamspace that need to be performed by someone. A task can be assigned to an individual or left unassigned. Assignment of a due date is also optional. Both the assignee and due date may be added or changed at a later time.
When a task is created, it is in an open state until it is marked complete by either the assignee or another member of the teamspace with appropriate rights. Teamspace members can reopen completed tasks.
Tasks can be hierarchical, so you can use this tab to create high-level tasks at the beginning of a project, then refine your requirements as the project proceeds.
What do you want to do?
The Task Details area provides information specific to the task (or subtask) selected from the list. If there are any other items related to the task, they appear in the related links section of the task detail. You can select an item from the related links list display or navigate to that item.
See Tasks and Related item links for more information. If you are setting due dates and reminders for users in different time zones, see Time settings.
Check the status of a task
- Select the task from the list of tasks on either the Tasks tab or the teamspace overview.
- Use the list filters to display the tasks you want to see. See Filtering lists for more information.
- Review the Task Detail section of the screen. Use the related links, if any, to display additional information.
Add a task for yourself or another teamspace member
- Select the teamspace, if necessary.
- Select the Tasks tab to display the Tasks Overview.
- Select the new top-level task action.
- Enter the information for the task. Minimally you must enter a name for the task. Other fields are optional and can be updated later. (See Edit or reassign a task.) Click ok to save the task.
When the task is saved, the assignee receives an email notification. The task also displays in the assignee's default list of tasks on the Home and Overview tabs.
Add a subtask
- Select the teamspace, if necessary.
- Select the Tasks tab to display the Tasks Overview.
- Select a top-level task from the list to display it in the details section.
- Select the new subtask action.
- Enter the information for the task. Minimally you must enter a name for the task. Other fields are optional and can be updated later. (See Edit or reassign a task.) Click ok to save the task.
Assign a task to someone else
- Select the task from the list of tasks on either the Tasks tab or the teamspace overview.
- Adjust the list filters if the task is not displayed. See Filtering lists for more information.
- Select the edit action to display the options for Update a task. Edit the assignee, then click ok to save the changes.
Edit or add information to a task
- Select the task from the list of tasks on either the Tasks tab or the teamspace overview.
- Adjust the list filters if the task is not displayed. See Filtering lists for more information.
- Select the edit action to display the options for Update a task. Edit the task information as needed, then click ok to save the changes.
Delete a task
- Select the task from the list of tasks on either the Tasks tab or the teamspace overview.
- Adjust the list filters if the task is not displayed. See Filtering lists for more information.
- Select the delete action to remove the task. Note that you cannot delete a task if there are open subtasks under it. You must delete or complete the subtasks first.
If a task was generated by a workflow, the task cannot be deleted until the associated workflow process completes.
Subscribe to automatic notifications about the task
- Select the teamspace, or select the task from the summary on the overview page.
- Adjust the list filters if the task is not displayed. See Filtering lists for more information.
- Display the task in the Task Detail section.
- Select the subscribe action from the Task Detail section. Select the checkbox on the notification dialog screen.
When you subscribe to a task, you will be notified when the task is completed, reopened, or when the task has expired. Notification options on a task do not automatically apply to subtasks. If you want to be notified when a subtask changes, subscribe to the subtask as well.
Mark a task as complete
- Select the teamspace, or select the task from the summary on the overview page.
- Adjust the list filters if the task is not displayed. See Filtering lists for more information.
- Display the task in the Task Detail section.
- Select the complete action from the Task Detail section. This marks the task as complete. If the task is associated with a workflow, the workflow will resume processing.
- You can use the reopen action if you later decide the task should not be complete. (You cannot change the status of a task associated with additional processing steps in a workflow.)
If you complete a task that contains open tasks under it, you will be asked to confirm the action. Open subtasks are not automatically marked as complete when a parent task is completed. By default, the task assigner will receive an email notification when the task is completed.