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 region or organisation depending on what permissions your user has.
Navigating the Tasks Page on the Web
The Tasks page on the web helps you stay on top of what needs doing. What you see depends on your role and location permissions, so you’ll always see what’s most relevant to you.
Use the quick filters at the top to jump to the most important views, then narrow things down further with the filters to find exactly what you need.
1. My Tasks
When you open the Tasks page, it defaults to the "My tasks" quick filter, where you can view all tasks assigned to you, including both open and closed tasks. Find out more here.
2. Created by Me
Created by me shows all the tasks you’ve created, sorted by due date — with the ones due soonest at the top.
From here, you can:
Click into a task to see its full details
View the original review the task came from
Filter the list to find exactly what you need
You can filter by:
Status — Show only open or closed tasks so it’s easier to keep track of what’s still to do
Assigned to — See tasks for a particular region, location, or team member (you’ll only see the places and people you’ve got permission to view)
Review type — Filter by the review template where the task was created
Created by — If you’ve got the right permissions, you can switch to view tasks made by someone else
3. Open Tasks
What you see in this quick filter view and which tasks are shown depends on your role’s Review Roaming and Review Tasks permissions.
Task Permission Levels
There are two levels of task permissions:
Use – Users can view tasks assigned to them or created by them. They can close/re-open tasks assigned to them. They can’t see anyone else's tasks so they won't be able to view the Open Tasks quick filter.
View – Users with this permission can view Open Tasks. The tasks listed depend on their Review Roaming setting. See below.
Review Roaming Settings
The Review Roaming setting determines which users’ tasks are visible for the Open Tasks quick filter:
None (Location-level roaming) – Users can see tasks assigned to or created by users within their own location.
Region-level roaming – Users can see tasks assigned to or created by users within their region.
Everywhere (Organisation-wide roaming) – Users can see tasks assigned to or created by users across the entire organisation.
How to view all Open Tasks
If your role has the right permissions, you can switch to the Open Tasks quick filter.
This view shows all the open tasks you’re allowed to see, based on your task permissions and roaming level. Tasks are sorted by due date, so the most urgent ones are at the top.
To narrow things down further, use the filters:
Status — Show only open or closed tasks to easily track what still needs doing
Assigned to — Filter by region or location (based on your roaming permissions), or search for a user to see what they’re responsible for or have completed. Who you can search for depends on your permissions
Review type — Filter by the review template from which tasks where created
Created by — See all tasks created by a specific user
For help with setting up roles and permissions for task management, contact support@ocasta.com.
Can I export tasks to a CSV?
You can export tasks to a CSV file on the web for easy analysis and reporting using your preferred tools. Find out more.
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.
Created by Me
To see the tasks you’ve created:
Tap the filter icon in the top right
Switch to Created by Me
From here, you can:
Toggle between tasks to do and closed tasks
Sort the list by due date or created date, and choose whether to show the newest or oldest first
Tap on a task to view the full details — and you can click through to view the original review too
All Open Tasks
To see all open tasks you’ve got permission to view:
Tap the filter icon
Switch to All
This view shows tasks based on your task permissions and roaming level. If your role doesn’t allow you to see other people’s tasks, you won’t see this filter option.
Use the filters to narrow things down:
Assignee — Filter by region or location (based on your roaming permissions), or search for a specific user to see what they’re working on or have completed. Who you can search for depends on your permissions
Toggle between tasks to do and closed tasks
Sort by due date or created date, with the option to show newest or oldest first