Learn how to navigate to a task
TABLE OF CONTENTS
I. Introduction
II. Dashboard Tasks View
III. Admin Tasks Page View
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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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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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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