Email Notifications Task Assignment
If your organisation has tasks assignments emails turned on you will receive an email whenever you are assigned a task. You can click through to view the task from the email.
Please contact support@ocasta.com if you would like email notifications turned on for task assignment.
How to View Tasks Assigned To You on the Web?
On the web on the ‘Home’ tab there is a tasks section where you can see your open and recently closed tasks.
If a due date has been set, you’ll be able to see how much time you have left to complete a task.
To view more information about a task, simply click on it. This will provide more details such as the task description, due date, and any additional information. From here, you can also mark the task as complete or reopen it if necessary.
By clicking on either "Open tasks" or "Recently closed tasks" on the home page, you'll be directed to the tasks page with a full list of your tasks, where you can manage them in detail and use the filters to view your Open or Closed Tasks. (You can also access this page by selecting the tasks page from the top navigation and select the "My Tasks" quick filter.)
How to View Tasks Assigned to You in the Apps?
On the apps you'll see a tasks section on the home page which shows tasks in order of due date.
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.
To view more information about a task, simply tap on it. This will provide more details such as the task description, due date, and any additional information. From here, you can also mark the task as complete or reopen it if necessary.
From the home page, you can select the "See All" option, which will navigate you to the Tasks page (You can also get to this page by selecting the tasks icon in the bottom navigation).
On the Tasks page:
Tap the filter icon in the top right.
Ensure 'My Tasks' is selected.
Use the filters to view a detailed list of your open and closed tasks.
You can sort them by due date or created date.
Switch to the Created by Me filter to view all tasks you have created, so you can follow up on their status and see if they’ve been completed.
How Can I View Tasks Assigned to me 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.