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Work a task through to done
The task page: change the status, reassign it, leave notes, and read the history.
Applies toDashboardMobile app
Choosing a row on the task list opens Task Details, which is where a task actually moves.
What is on the page
- Task Title and Task Id, the reference number if you need to talk about it.
- Task Status, where it currently stands.
- Task Priority.
- Description.
- Assigned To.
- Action, the dropdown that changes things. See below.
- Due Date.
- Notes, up to 2000 characters.
- Save and Cancel.
- Task History at the bottom, a dated log of everything that has happened to this task and who did it.
The Action dropdown
Select Action is the starting position. The four choices are:
- Reassign, hand it to somebody else.
- On Hold, it is not dead, it is waiting on something.
- Completed, the work is done.
- Closed, it no longer needs doing.
Choose the action, then Save. Nothing changes until you save.
Steps
- Open Task Tracker and choose the task.
- Read the Task History to see where it got to.
- Add a Note if there is anything to say.
- Set Action to whatever is now true.
- Choose Save.