The dedicated Tasks page, available on both the web and in the app, allows you to view tasks assigned to you and those you’ve created. This makes it easy to track progress, check status, and ensure the completion of tasks you've initiated. Learn more about tracking tasks assigned to you here.
Below, we’ll explain how to follow up on tasks you’ve created, and how to view all tasks across your organisation if your role has the necessary permission.
Navigating the Tasks Page on the Web
The Tasks page on the web allows you to manage and view tasks based on your role and location permissions. Please see below:
1. Assigned to Me
When you open the Tasks page, it defaults to the "Assigned to Me" tab, where you can view all tasks assigned to you, including both open and closed tasks. Find out more here.
2. Created by Me
This section lists all tasks you’ve created, sorted by due date (with the earliest due tasks at the top). You can:
Select a task to view more details.
Select to view the full Review from which the task was created.
Toggle between open and closed tasks to easily track what’s still pending.
3. Assigned by Location
If your role includes permission to manage tasks across the organisation, you can see an overview of tasks at a broader level. However, by default, you can only view tasks assigned to users in your specific location.
To view tasks across multiple locations, you will need ‘Roam’ permissions, which can be granted by an Account Owner. This access allows you to see tasks in any location within the organisation.
Switch to the "Assigned by Location" tab to view tasks.
If you don’t have permission to view multiple locations, this tab will only display tasks within your own location.
You can toggle between Open and Closed to filter tasks based on their status.
Select a task to view more details.
For help with setting up roles and permissions for task management, contact support@ocasta.com.
4. Searching for Tasks by User
You can search for tasks assigned to specific users:
If you only have access to a single location, you will only be able to search for users within that location.
Users with permission to view multiple locations can filter by location and search for any user to view their open and closed tasks.
Navigating the Tasks Page in the App
To access the Tasks page on the app, select the Tasks icon in the bottom navigation bar.
By default, the app will open with a list of tasks assigned to you. You can read more about this here.
To view all tasks you’ve created, tap the filter icon in the top right and switch to "Created by Me."
You can then toggle between "Tasks to do" and "Closed tasks", as well as sort the list by due date or created date, with options to order by newest or oldest first.
Tap on a task to view it in more detail. You can also click through to view the full Review.