Skip to main content
Skip table of contents

My tasks

Use tasks to keep track of any agenda items you need to complete. Tasks can be created by you, a task manager, or a notification. You can access the tasks assigned to you from the My Tasks page in the profile menu. For information on the profile menu, refer to Get Started.

The My Tasks page contains tabs for active and archived tasks. Tasks are archived after having a complete status for a number of days. For information on setting statuses and the number of days before archiving, refer to Notifications and tasks setup.

Create a task

  1. Navigate to the My Tasks page.

  2. Select Create task.

  3. Fill in the task details.

  4. Select Save.

Edit a task

  1. Navigate to the My Tasks page.

  2. Select the actions menu of a task.

  3. Select Edit task.

  4. Edit the fields as needed.
    You can edit any field except Assigned to for tasks you created. You can only update the status of tasks assigned to you by a task manager or through a notification.

  5. Select Save.

Shared tasks

Some of your tasks may be shared tasks. Shared tasks can be completed by any individual in the group. You can assign the task to yourself to complete the task.

  1. Navigate to the My Tasks page.

  2. Select the actions menu of a task.

  3. Select Assign to me.

  4. To return the task to the group and remove your assignment, select the actions menu, and then select Assign to group.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.