Follow up on tasks
Megan Bland avatar
Written by Megan Bland
Updated over a week ago

On Mobile and Tablet you can view tasks that have been assigned to you. Read this guide, How do I view my tasks to find out more.

On the web you can see a much wider overview of all tasks across your organisation so you can keep track on task activity. You’ll only be able to see tasks for your location unless you have ‘Roam’ permissions which are set by an Administrator. Read this guide Review Permissions for more information.

How to view tasks on the web

  1. Go to the Activity tab.

  2. By default it will open the Reviews in Progress view, select ‘All Tasks’ next to ‘Reviews in Progress’.

  3. You’ll be able to see a list of all open and closed tasks for your location.

  4. Use the filters to view other locations, if you have permission.

  5. You can also search for a person and view all tasks assigned to them. You’ll only be able to search for people that are within locations you have permission to view.

  6. You can mark any of your open tasks as complete by selecting the task and tapping the ‘Mark as Closed’ button.

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