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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

  1. Open Task Tracker and choose the task.
  2. Read the Task History to see where it got to.
  3. Add a Note if there is anything to say.
  4. Set Action to whatever is now true.
  5. Choose Save.