Follow a task and complete it
Open the task from List then Board. Mark as complete, change status, and use files, sub tasks and comments. On the app the same actions and tabs.
On this page
Who is this lesson for?
- Company admin and employees assigned to the task or allowed to view it.
- Clients: see the sections left on in Task Settings.
Before you start
- The task is already on List or Board.
Open the task
The projects rail is collapsed so List and Board show. List is first. Tap the task title.
On Board tap the card.
Mark as complete
The header is the task name. Mark as complete finishes it. Also: Send Reminder, Edit task, pin, and Copy Task Link. If time logs are on: Start Timer.
The side panel is Status. Change it there, or drag the card on the board, or click the status on List.
Details show project, priority, assigned to, dates and description.
Files, sub tasks, comments
Under details:
| Tab | What you do |
|---|---|
| Files | Uploads and links. Upload File. |
| Sub Task | Smaller items on this task. Tick to complete one. |
| Comment | The thread on the task. Add Comment. |
| Timesheet | Hours on this task, if the module is on. |
| Notes | Internal notes. |
| History | What changed on the task. |
A field-visit task also has check-in. Complete the task when the work is done.
The app
Open the task. Actions: Edit, Mark as complete, Change status, start timer, send reminder.
Tabs: Details, Files, Sub tasks, Comments, Time logs, Notes, History.
What happens after?
- Completed tasks sit in the completed column.
- Time logs and reports use this status.
Common questions
How do I change status without opening the task?
Drag the card. On List click the status on the row.
The client does not see comments?
In Task Settings, the sections visible to the client must include comments.
Next: Track time and overtime.