Skip to main content

Monitoring Assigned Tasks

How to keep track of tasks that have been assigned to yourself and others.

Kayla Bergenske avatar
Written by Kayla Bergenske
Updated over a week ago

You can monitor any Task assigned in the system, whether assigned to you or another user by selecting the "Tasks" Tab at the top of the screen. (Note: That depending on your permission level, you may only see tasks assigned to yourself.)

When you click on the "Tasks" dropdown, you can select any of the following:

All (Orange) - To view all assigned tasks for the company.

My Tasks (Yellow) - To view only tasks assigned to yourself.

Tasks for Others (Green) - To view only tasks assigned to others in the company.


Selecting any of the mentioned options will show a page, similar to the above (with the full page below).

Task View (Black) - Swapping between each tab allows you view the tasks are in each category, with Surveys being their own category.

Rows Per Page (Red) - If you have quite a few tasks in your system, you can use change how many appear on the page at once, using this button. (Note: This goes up to 100 rows per page.)

New Task (Purple) - This allows you to create, and assign, a new task to yourself, or another employee -- just as if you clicked the "Checkbox" icon at the top left.

Search Bar (Orange) - Here can you look for specific information related to the tasks in your system.


The rest of the Tasks page is shown above, and the table is broken down below:

Task Type (Dark Red) - What type of task this is (Callback, Email, Survey, etc.)


Assigned By (Orange) - Who created & assigned the task


Assigned To (Gold) - Who is assigned to complete the task


Client Name (Green) - The customer/prospect that this task is for


Contact Person (Blue) - The primary point of contact for this task


Priority (Purple) - How important is the task to complete (Low, Medium, High)


Status (Pink) - The current status of the task (Not Started, In Progress, Waiting, Deferred, Complete)


When (Brown) - The day, and time, that the task is due to be done by


Actions (Sky Blue) - This is where you can either edit "Pencil Icon", or delete "Trash Can" the task

Rows Displayed & Page Selection (Red) - At the bottom of the page, it will display how many rows you're currently viewing, out of how many there are (Lefthand Side). On the righthand side, you're able to swap between different pages to view more tasks. (Note: The amount of pages available will differ based on the number of rows being displayed per page.)

Did this answer your question?