Assign and complete tasks
Give a piece of work an owner, deadline and trackable status.
Menus and actions depend on your company's settings and your access. If something is missing, ask your company administrator.
Before you begin #
Know the task objective and whether it belongs to another record/project.
Step by step #
- Open Tasks and choose Add.
- Enter the task title/details and supported related context.
- Set assigned users, priority, dates and status as appropriate.
- Save and reopen to verify the task.
- Update progress/status and attach evidence where the available actions allow.
Understand the fields #
- Assignees: people responsible for this work.
- Deadline: when it is due.
- Priority: helps plan work.
- Status: describes the task’s current stage.
Check the result #
Check that the task is visible to the intended team and that completion is recorded on the correct task.
If something goes wrong #
A reminder or notification does not itself complete a task. Review the task status after acting.
On mobile #
Open the same module from the app menu. Use the record card or its actions menu. Scroll through the form before saving so that required fields and validation messages are not missed. Your permissions still apply.