> ## Documentation Index
> Fetch the complete documentation index at: https://docs.on-site.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Tasks

> Create, assign, track and complete work in a project's Tasks tab.

Tasks track the work your team needs to do. Every task belongs to a project and can be linked to a chat. Blue can also suggest tasks from your chats. See [Confirm Blue's suggestions](https://docs.on-site.io/blue/suggestions.md).

## The Tasks tab

> [tab] Phone
>
> 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](#filter-tasks).
> * **The ⋯ menu:** **Group by**, **Sort by**, **Select** and **Recurring series**.
> * **+** to create a task.

> [tab] Computer
>
> Open a project and choose **Tasks**. Switch between **Kanban**, **Table**, **Calendar** and **Gantt**. In **Kanban**, drag a task to another column to change its status.

Each chat also has a **Tasks** tab with the tasks linked to it.

## Create a task

> [tab] Phone
>
> **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**.
>
> You can also start from something already in OnSite:
>
> * **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**.

> [tab] Computer
>
> On the **Tasks** tab, click **New task**. In a chat, click **+** in the message box, then **Create task**. Fill in the details and click **Create Task**.
>
> To add many tasks at once, click **Bulk import**, then **Download template**. Fill in the spreadsheet, upload it as a CSV or Excel file, check the rows, then click **Create tasks**.

## Task details

| Detail | What it does |
| - | - |
| Title | Required. A short name for the work. |
| Description | Notes and instructions. |
| Assignees | One or more people responsible. |
| Start date and due date | When the work starts and when it's due. For the due date on a phone, tap **Today**, **Tomorrow**, **This week**, or **More** to pick a date. |
| Priority | **High**, **Medium** or **Low**. |
| Category | Pick a project category, or type a new one. |
| Location | A pin on one of the project's [keyplans](https://docs.on-site.io/work/keyplans.md). |
| Attachments | Photos and files from your camera, library, files or the project's media. |
| Form | A form to fill in as part of the task. See [Forms](https://docs.on-site.io/work/forms.md). |

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](https://docs.on-site.io/work/forms.md#recurring-forms).

## Update status and complete a task

The statuses are **Not started**, **In progress**, **In review** and **Done**.

> [tab] Phone
>
> 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.

> [tab] Computer
>
> Open the task and use **Start** or **Mark complete**. You can also right-click a task card and choose **Change task status**.

**Mark as Incomplete** (**Mark incomplete** on a computer) reopens a task and removes its completion evidence. If a task has a form with required fields, fill them in before you finish the task.

### Completion review

An organisation owner or admin can switch on **Task completion review**. Then:

1. Workers tap **Send for review** instead of completing the task.
2. Project admins find it in the **Review queue**, tap **Review completion**, then approve it or tap **Reject task** with a reason.
3. Until then, the sender can **Withdraw from review**.

## Forward a task

Forwarding posts a link to the task in other chats.

> [tab] Phone
>
> 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**.

> [tab] Computer
>
> In the task, click **Forward task**, or right-click a task card and choose **Forward**. Choose chats or people, add a comment if you like, and send it.

## 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

> [tab] Phone
>
> 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.

> [tab] Computer
>
> Use the filter menus above the tasks to filter by status, assignee, creator, category, chat group, location, due date and creation date.

## Task cards in chats

A task created in a chat shows there as a **Task created** card, with who created it or **Suggested by Blue**. On a phone, tap the card to open the task, or tap its tick to change the status. Long-press it to **Forward** or **See details**.


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