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Tasks

This article shows you tasks and how they work.

Updated yesterday

Task refers to any activity that a user needs to accomplish within a defined period.

Broadly, tasks in Asite are divided into two categories:

  1. Group Tasks: Tasks that are assigned to users using Groups.

  2. Project Tasks: Tasks that are assigned to users on Files & Forms

Users can keep track of all the group tasks, and project tasks that are assigned to them via the 'Tasks' tab.

Refer to the image and the table below for an overview:

Sr. No.

Icon

Field Name

Description

1

To view all tasks assigned to you.

2

Displays groups accessible to you. You can filter tasks in the listing area by selecting a specific group.

3

Displays projects selected in the project filter. You can filter tasks in the listing area by selecting a specific project.

4

Search Group

To search for the required group by typing in the characters included in its name.

5

To create a messaging group of your contacts. A group is required to create a task.

6

Search Project

To search for the required project by typing in the characters included in its name.

7

Complete Task

A quick option to complete a task.

Click to open the corresponding file or form in the viewer and then complete the task as needed.

This icon will show disabled if the task status is already completed.

Completed group tasks will show with a strike-through mark in the tasks listing as shown below (not applicable for project tasks):

8

- Group task /

- File task /

- Form task

Type

Indicates task type.

9

NA

Title

To view or edit task titles.

In the case of files or forms, the task name and file or form name will be displayed along with the name of the project.

Click to open the file or form in the viewer.

10

- To Do /

- Open /

- In Progress /

- Cancelled /

- On Hold /

- Completed /

- Archived

Status (For group tasks only)

To view or change task status.

Mouse hover on this icon to view the current task status as a tooltip.

11

- Normal /

- High /

- Critical

Priority (For group tasks only)

To view or change task priority.

Mouse hover on this icon to view the current task priority as a tooltip.

12

Assignee

Displays task assignee.

13

Due Date

Displays task due date.

14

History (For group tasks only)

To view task history.

15

Edit Task

To edit this task.

16

Search Task

To search for the required task by typing in the characters included in its title.

17

To filter the task listing based on selected criteria.

18

Group your tasks based on the due date, priority and type.


Related Articles: Create a Task, Edit a Task, Filters

Next Article: My Tasks


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