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Tasks

Updating Tasks

Change task status, priority, assignee, and other properties.

Updating Tasks

Keeping tasks updated is essential for accurate tracking and team coordination. This guide covers how to update status, priority, assignee, and other task properties.

Updating Status

Status Options

StatusWhen to Use
To DoTask not yet started
In ProgressCurrently working on it
DoneTask completed
BlockedCannot proceed

Quick Status Update

From the task list:

  1. Hover over the task
  2. Click the status quick action:
    • ✓ to complete
    • ▶ to start
    • ⏸ to block
  3. Status updates immediately

From Task Details

Open the Task

Click to open the detail sheet.

Click Status Button

Use "Complete," "Start," or "Block" buttons.

Add Notes (Optional)

Some status changes prompt for notes.

Confirm

Status updates and is logged.

Completing a Task

When marking complete:

  1. Click "Complete" or check the checkbox
  2. Add completion notes (optional but recommended)
  3. Attach any deliverables
  4. Task moves to Done

Adding completion notes helps team members and auditors understand what was done.

Marking as Blocked

When you can't proceed:

  1. Click "Block"
  2. Required: Add blocking reason
  3. Describe what's preventing progress
  4. Task shows as Blocked

Blocking Reasons

Document what's blocking:

  • Waiting on another task
  • Need information from someone
  • External dependency
  • Technical issue
  • Resource unavailable

Unblocking

When the blocker is resolved:

  1. Open the blocked task
  2. Change status to "In Progress" or "To Do"
  3. Add note explaining resolution
  4. Continue work

Updating Priority

Priority Levels

PriorityColorUse When
Critical🔴 RedUrgent, must do now
High🟠 AmberImportant, do soon
Medium🟢 GreenStandard work
Low🔵 BlueWhen time permits

Changing Priority

Open Task Details

Click the task to open.

Click Priority Badge

Or click "Edit" to modify.

Select New Priority

Choose from the dropdown.

Save

Priority updates immediately.

When to Escalate Priority

Increase priority when:

  • Due date approaching
  • Blocking other tasks
  • Management request
  • Audit urgency
  • Security issue discovered

When to Lower Priority

Decrease priority when:

  • Other work takes precedence
  • Timeline extended
  • Dependencies not ready
  • Risk reduced

Priority changes affect team planning. Communicate significant priority changes to stakeholders.

Updating Assignee

Reassigning Tasks

Change who owns a task:

Open Task Details

Click the task to open.

Click Assignee

Or click "Edit" to modify.

Select New Assignee

Search for and select a team member.

Note why you're reassigning.

Save

New assignee is notified.

Reasons to Reassign

  • Original assignee unavailable
  • Better expertise needed
  • Workload balancing
  • Role changes
  • Location/time zone issues

Self-Assignment

If a task is unassigned:

  1. Open the task
  2. Click "Assign to me"
  3. You're now the owner

Unassigning

To remove assignment:

  1. Open the task
  2. Click assignee
  3. Select "Unassigned"
  4. Task needs a new owner

Updating Due Date

Setting Due Date

Open Task Details

Click the task to open.

Click Due Date

Or click "Edit" to modify.

Select Date

Use the date picker.

Save

Due date updates.

Extending Due Dates

When more time is needed:

  1. Edit the due date
  2. Select new date
  3. Add note explaining the change
  4. Communicate to stakeholders

Removing Due Date

If no deadline applies:

  1. Edit the task
  2. Clear the due date field
  3. Save changes

Bulk Updates

Update multiple tasks at once:

Select Tasks

Check boxes next to tasks in the list.

Click "Bulk Actions"

Opens the bulk action menu.

Choose Action

  • Change status
  • Change priority
  • Change assignee
  • Set due date

Apply

Changes apply to all selected tasks.

Bulk updates affect multiple tasks. Review your selection carefully before applying.

Editing Other Properties

Editing Title

  1. Open task details
  2. Click "Edit"
  3. Modify the title
  4. Save changes

Editing Description

  1. Open task details
  2. Click "Edit" or the description
  3. Update the description
  4. Save changes

Changing Type

  1. Open task details
  2. Click "Edit"
  3. Select new type from dropdown
  4. Save changes

Moving to Different Workflow

Generally, tasks stay in their workflow. To move:

  1. Create a new task in the target workflow
  2. Copy relevant details
  3. Mark original as complete or delete

Undo Changes

Immediate Undo

Some actions show an undo option:

  • Click "Undo" within a few seconds
  • Action is reversed

Reverting Status

If you changed status by mistake:

  1. Open the task
  2. Change status back
  3. Add note if helpful

Cannot Undo

Some changes can't be undone:

  • Deletions (if permitted)
  • Completed workflow tasks (in some configurations)
  • Contact admin for help

Change History

Viewing Changes

All changes are logged in Activity:

  • What changed
  • Who changed it
  • When it changed
  • Previous and new values

Audit Trail

For compliance:

  • Complete history preserved
  • Cannot be deleted
  • Proves who did what

Common Questions

Can anyone update any task?

Depends on permissions:

  • Assignees can update their tasks
  • Workflow owners can update workflow tasks
  • Admins can update any task
  • Viewers typically cannot update

What happens when I complete a dependent task?

When you complete a task that others depend on:

  • Dependent tasks become workable
  • Assignees may be notified
  • Workflow progress updates

Can I complete a task with incomplete subtasks?

If the task has a checklist:

  • Typically all items must be checked
  • Or you can override with a reason
  • Depends on configuration

How do I track who made changes?

View the Activity tab in task details to see:

  • All changes made
  • Who made each change
  • When changes occurred

Next Steps

Task Details

Understanding the task detail sheet and all available information.

Task Comments

Communicate with your team on tasks using comments.

On this page

Updating TasksUpdating StatusStatus OptionsQuick Status UpdateFrom Task DetailsOpen the TaskClick Status ButtonAdd Notes (Optional)ConfirmCompleting a TaskMarking as BlockedBlocking ReasonsUnblockingUpdating PriorityPriority LevelsChanging PriorityOpen Task DetailsClick Priority BadgeSelect New PrioritySaveWhen to Escalate PriorityWhen to Lower PriorityUpdating AssigneeReassigning TasksOpen Task DetailsClick AssigneeSelect New AssigneeAdd Reason (Recommended)SaveReasons to ReassignSelf-AssignmentUnassigningUpdating Due DateSetting Due DateOpen Task DetailsClick Due DateSelect DateSaveExtending Due DatesRemoving Due DateBulk UpdatesSelect TasksClick "Bulk Actions"Choose ActionApplyEditing Other PropertiesEditing TitleEditing DescriptionChanging TypeMoving to Different WorkflowUndo ChangesImmediate UndoReverting StatusCannot UndoChange HistoryViewing ChangesAudit TrailCommon QuestionsCan anyone update any task?What happens when I complete a dependent task?Can I complete a task with incomplete subtasks?How do I track who made changes?Next Steps