The Tasks tab
- Phone
- Computer
Open a project and tap Tasks. Tasks are grouped by status. At the top:
- The view menu: All tasks, My tasks (assigned to you or created by you), Assigned to me or Created by me. Project and organisation admins start on All tasks, everyone else on My tasks.
- The filter button: see Filter tasks.
- The ⋯ menu: Group by, Sort by, Select and Recurring series.
- + to create a task.
Create a task
- Phone
- Computer
1
Start a task
On the Tasks tab, tap +. In a chat, tap + in the message box, then Create Task.
2
Add the details
Enter a title. Add assignees, dates and anything else you need.
3
Save
Tap Create.
- A message: long-press it and tap Create task. The message text becomes the title, and any photo in it is attached.
- A photo: open it full screen and tap Task. Choose Create new task, or Add to existing task.
Task details
On a phone, details you haven’t filled in are under More options.
In a task, you can add comments. If the task is linked to a chat, turn on Send to (followed by the chat’s name) to post your comment there too. The Activity log shows what changed.
Project admins, organisation owners and admins, the task’s creator and its assignees can edit a task. Project admins and the creator can delete it. When completion review is on, only project admins can delete a completed task.
Repeating tasks
This is phone only. When you create a task, tap Set recurrence. On an existing task, tap Make recurring. Choose how often it Repeats (Daily to Yearly), when it Starts on, an optional end date, and Due after (days). The series sets each task’s dates. When you change one of its tasks, choose Only this task or This and future tasks. To skip one, tap Skip this occurrence and give a reason. To manage a project’s series, open the ⋯ menu on the Tasks tab and tap Recurring series. You can Pause, Resume, Edit schedule or Archive a series. Archiving stops new tasks but keeps existing ones. Form templates can also repeat. See Recurring forms.Update status and complete a task
The statuses are Not started, In progress, In review and Done.- Phone
- Computer
Open the task. The Status card shows the next step: Mark as In Progress, then Mark as Complete. Tap Change status for other options.When you complete a task, you can add up to 10 photos and videos, and a note or voice note. Then tap the tick.
Completion review
An organisation owner or admin can switch on Task completion review. Then:- Workers tap Send for review instead of completing the task.
- Project admins find it in the Review queue, tap Review completion, then approve it or tap Reject task with a reason.
- Until then, the sender can Withdraw from review.
Forward a task
Forwarding posts a link to the task in other chats.- Phone
- Computer
In the task, tap the forward icon at the top. Or long-press a task and tap Forward. Choose chats or people, add a comment if you like, and tap Send.
Change several tasks at once
This is phone only. Open the ⋯ menu on the Tasks tab and tap Select. Choose up to 20 tasks, then change their status, replace their assignees or delete them. An action only appears if you can use it on every selected task.Filter tasks
- Phone
- Computer
Tap the filter button. Filter by Task status, Assignee, Created by, Channels (linked chats), Task category, Due date and Creation date, then tap Apply filters. Reset clears them. While filters are on, the view menu is turned off.