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How do I view my tasks?
How do I view my tasks?
Megan Bland avatar
Written by Megan Bland
Updated over a week ago

How to view your tasks on the web?

  1. On the web on the ‘Home’ tab there is a tasks section where you can see your open and recently closed tasks.

  2. If a due date has been set, you’ll be able to see a countdown of how much time you have left to complete a task.

  3. You can mark a task as complete or select a task to see further detail.

  4. On the web you can reopen recently closed tasks from the Home page. To see a list of all your closed tasks select the recently closed list from the home screen.

How to view your tasks in the apps?

  1. On the apps you'll see a tasks section on the home page which shows tasks in order of due date.

  2. Mark the task as complete by tapping the circle or select a task to view further detail.

  3. If a due date has been set, you’ll be able to see a countdown of how much time you have left to complete a task.

  4. To close a task select the task, then tap the ‘Mark as Complete ’ button the top right of the screen.

  5. You can select to See All tasks from the home page. You can then apply filters to view your closed tasks list and reopen any closed tasks if you need to.

How can I view my tasks on Engage?

If your organisation also uses Engage then you will be able to see your tasks on the Home and You page on Engage.

  • On the Engage Home page you'll be able to see at a glance how many tasks you have open and how many of them are overdue.

  • On the You page you'll be able to see more detail as the 3 most urgent tasks (most overdue at the top/ due soonest) will be shown.

  • If you select See All from either page, on the Web you'll be directed to Review Web to view/complete your open tasks and you can view/reopen your closed tasks.

  • On the app you'll remain within the Engage app and will be able to see a full list of your open tasks. You can tap into each task to view further detail and complete a task, as you would on the Review app. You can use the filters to view your closed tasks, filter by due date or created date.

Displaying the task component on the Engage Home page is optional. You can choose to only show tasks on the You page.

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