Learn how to navigate to a task
TABLE OF CONTENTS
I. Introduction
II. Dashboard Tasks View
III. Admin Tasks Page View
- All Incomplete Tasks
- All Contents of Task Lists
- Incomplete Meeting Tasks
- All Tasks Assigned to the Viewer
- All Tasks Assigned to Another User
- Task Search
IV. Member Tasks Page View
V. Meeting Page Tasks View
VI. Group Page Tasks View
I. Introduction
Tasks can be viewed in the following locations:
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Dashboard
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Available to Admins, Members, and Observers
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Tasks page
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Available to Admins and Members only
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Meeting page
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Available to Admins, Members, and Observers
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Group page
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Available to Admins, Members, and Observers
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In each location, tasks are displayed by the following details:
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The viewer's display name if only one user is assigned, or the number of assignees if more than one user is assigned
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Due date
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Completion status
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Indicated by the color of the checkmark to the right of the description
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Entries for completed tasks display a green and white checkmark
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Entries for incomplete tasks display a black and white checkmark
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For a more detailed view of any task, find it in the desired view, then click the details mentioned above to expand its task page. This provides the following details:
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Title
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Description
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Completion status
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Due date
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Assigned users
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Comment field
II. Dashboard Tasks View
Tasks assigned to the viewer are displayed on the dashboard.
To view these tasks:
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Click Home from the main menu
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Scroll down to the My Tasks panel
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Recent tasks assigned to the viewer are displayed in this section
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To view all tasks the viewer can access:
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Click View All or click Tasks from the main menu
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III. Admin Tasks Page View
Note: Admins cannot view completed tasks from the default Tasks page display; to view incomplete tasks, filter by task list or by assignee.
Admins can view the following task types:
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All Incomplete Tasks
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All contents of Task Lists
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Incomplete Meeting Tasks
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All tasks assigned to the viewer
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All tasks assigned to another user
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Task Search
All Incomplete Tasks
To view all incomplete tasks:
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Click Tasks from the main menu
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Tasks page opens
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All incomplete tasks are displayed
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To view all task details, click an entry; the task's page opens
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Task Lists
To view all tasks contained by a certain task list:
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Click Tasks from the main menu
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Click desired task title from the navigation panel on the left side of the page
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Both complete and incomplete tasks contained by the selected list are displayed
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To view all task details, click an entry; the task's page opens
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All Tasks Assigned to Viewer
To view complete or incomplete tasks assigned to the viewer:
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Click My Tasks
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Incomplete tasks assigned to the viewer are displayed
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To view complete tasks assigned to the viewer, click Show Completed Tasks at the top right side of the page, filling the checkbox next to this
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Completed tasks assigned to the viewer are displayed
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To view all task details, click an entry
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The task's page opens
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All Tasks Assigned to Others
To filter tasks by an assignee other than the viewer:
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Click the People tab from the center of the page
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All users with tasks assigned to them are displayed by the following details:
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User's display name
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Number of tasks assigned
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Click a user's name
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All incomplete tasks assigned to the selected user are displayed
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To view all task details, click an entry
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The task page opens
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Incomplete Meeting Tasks
To view incomplete tasks from meetings:
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Click the Meetings tab from the center of the page
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Meetings with tasks are displayed by the following details:
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Meeting title
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Number of tasks created from the meeting
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Completion rate, indicated by progress bar beneath meeting title
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To view all tasks from a certain meeting:
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Click desired meeting title
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Tasks created from that meeting are displayed
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To view all task details, click an entry
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the task's page opens, including the following fields:
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Task description
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Due date
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All assignees
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Comment field
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Comments
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Search
To search tasks:
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Click Search tab from center of the page
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Click in to the search text box
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Type one or more words from the desired task's description
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Click Search
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Tasks whose descriptions include the term(s) selected during step 3 are listed
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To view all task details, click an entry
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the task's page opens
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IV. View Tasks from Tasks Page as Member:
On the Tasks page, members can view the following tasks:
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Tasks assigned to them
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Tasks created by them
To do so:
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Click Tasks from the main menu
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Tasks page opens
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All incomplete tasks assigned to or created by the viewer are listed
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To view all task details, click an entry
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The task's page opens
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To view completed tasks:
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Click Completed Tasks from the top right side of the page
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V. View Tasks from a Meeting Page
The following users can view tasks created from a meeting page:
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Organization admins
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Meeting creator / Owner
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Meeting collaborator
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Task assignees
To view a meeting's tasks from its Meeting Page:
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Navigate to the desired meeting page
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To learn how to do this, please see Related Articles
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Click the Tasks & Polls tab
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All tasks created from the meeting page, including complete and incomplete tasks, are listed beneath Tasks
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To view all task details, click an entry
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The task's page opens
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VI. Group Page Task View
The following users can view tasks created from a group page:
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Organization admins
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Group admins
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The task's creator
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The task's assignees
To view these tasks:
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Navigate to the desired Group page
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To learn how to do this, please see Related Articles
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Click the Tasks & Polls tab
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All Tasks created from the group page, including complete and incomplete tasks, are listed beneath Tasks
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To view all task details, click an entry in the list
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The task's page opens
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Related Articles
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Navigate to Boardable Meeting Page: Learn how to navigate to the Boardable meeting page in order to see the agenda, comments, tasks, polls, join the meeting, etc.
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Overview of the Group Page: Learn how to view a group's page, understand activity, and view important information
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Create a Task: learn how to create a task