Manage Your Tasks
TL;DR — Open Tasks from the sidebar. Use the preset filters at the top (All Tasks, Overdue, Due Today, Future Tasks) to narrow down. Click + New record to create one — pick a type (To-do, Call, Email), set priority and a due date, optionally assign it to someone, and link it to an application, campaign, or contact. Update the Status straight from the row. Edit and delete are limited to the task's creator.
Before you start
- Requires: Admin, Campaign Manager, or Member role. Candidates don't see Tasks.
- You'll need: nothing — tasks can be created blank. Linking one to an application, campaign, or contact is optional but useful for context.
Open the Tasks page
From the sidebar, click Tasks. The page lists tasks across the whole organization that you can see — what you see depends on your role and the relations on each task. The view has three zones:
| Zone | What it does |
|---|---|
| Filter bar (top) | Preset filters, status filter, and the + New record button |
| Bulk actions bar (appears when rows are selected) | Mark selected complete, reassign, or clear selection |
| Table | All tasks with sortable columns and inline status / priority editing |
Preset filters
Four mutually exclusive presets at the top of the filter bar:
| Preset | What it shows |
|---|---|
| All Tasks | Everything. Adds a Status dropdown (To do / In Progress / Completed / All) for finer control |
| Overdue | Tasks with a due date in the past, still in To do or In Progress |
| Due Today | Tasks due any time today, still in To do or In Progress |
| Future Tasks | Tasks due tomorrow or later, still in To do or In Progress |
The All Tasks preset is the only one that lets you also filter by status — the other three already imply not yet completed.
Create a task
Click + New record in the top-right of the filter bar (or click the Add New row at the bottom of the table) to open the Create Task dialog.
Fields:
| Field | Required | Notes |
|---|---|---|
| Type | Yes | To-do (general), Call, or Email. Drives the icon shown in the table |
| Priority | Yes | Low, Medium, High |
| Status | Yes | To do (default), In Progress, Completed |
| Title | Yes | Short summary, e.g. Follow up on payment |
| Description | No | Free text for context |
| Due Date | Yes | Used by the preset filters and the overdue indicator |
| Assignee | No | Pick a staff member, or leave unassigned. Excludes candidates |
| Relations | No | Optionally link to an application, campaign, or contact for one-click navigation later |
Click Create Task to save. The task appears in the list immediately.
Edit a task inline
You don't need to open the dialog for the most common changes:
- Status — click the status badge in the row to switch between To do, In Progress, and Completed. Anyone with Tasks access can do this.
- Priority — click the priority badge to change. Only the task's creator can change priority inline; for others the badge is read-only.
Other fields (title, description, due date, assignee, relations, type) require opening the task — see Edit, delete, view details.
Complete a task
Two ways:
- Quick complete — click the row's status badge and pick Completed. No prompt, no note.
- Complete with note — click the row's actions menu (⋮ on hover) and choose Complete with note. A dialog asks for an optional Completion Note (e.g. "Candidate confirmed payment received"). Click Complete.
Completed tasks stay in the list — you don't lose them. Use the Status dropdown (or All Tasks preset) to filter them in or out.
Bulk actions
Tick the checkbox on multiple rows. A bulk actions bar appears above the table showing the selected count and:
- Mark Complete — completes all selected tasks at once. No completion note.
- Reassign — pick a team member from the dropdown to reassign all selected, or pick Unassigned to clear assignees.
- X (clear) — deselects everything.
Use the header checkbox to select all visible rows. The bulk actions only apply to the current page of results.
Edit, delete, view details
- Click anywhere on a row (except a control) to open the Task Detail Sheet — a side panel with the full description, relations, who created it, who's assigned, history, and a Complete button.
- Edit — only available to the task's creator. Available from the row's actions menu (⋮) or from the detail sheet. Opens the same dialog as create, prefilled.
- Delete — only available to the task's creator. Confirmation dialog asks you to confirm. There is no soft-delete: the task is gone for good.
Why is editing creator-only? Because tasks are often used to delegate work — letting any assignee rewrite the title or scope would defeat the audit trail. Anyone can change the status of a task; only the creator can change what the task is.
Tasks tied to an application, campaign, or contact
A task can be linked to one of:
- An application — the row's Relations column shows the application reference number, click to jump straight to it.
- A campaign — shows the campaign name, click to open the campaign.
- A contact — shows the contact name, click to open the contact.
The link is one-way (the task points at the relation), but the application / campaign / contact also surfaces its tasks in their own page (e.g., the Tasks section on an application detail page) — see Review Applications → Quick actions on a candidate.
Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| Tasks is missing from the sidebar | You're signed in as a candidate | Tasks are staff-only |
| The Edit action is missing on a task | You're not the task's creator | Ask the creator to edit it, or change just the status inline |
| The Delete action is missing on a task | Same as above — only the creator can delete | Ask the creator |
| Priority badge isn't clickable on a row | Same — only the creator can change priority inline | Ask the creator, or open the task detail sheet |
| Reassign dropdown doesn't show a member | The user has the candidate role and is excluded by design | Reassign to a non-candidate user |
| Task still appears in Overdue after completion | Refresh — the list refetches automatically but a hard refresh closes any stale cache | Click another preset and back, or refresh the page |
| Bulk actions only complete some tasks | Bulk actions apply to the current page only | Switch presets or filters and repeat for the remaining tasks |
| Due-date task doesn't show under Due Today | The task is already in Completed status — completed tasks are filtered out of the dated presets | Use All Tasks with a Completed status filter to find it |