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Responding to a Task

Responding to and Tracking Tasks

Use the task details page to review a task, update its progress, add supporting files, communicate through comments, and track its history. Anyone with access to a task — whether they were assigned to it or created it — can open it and use the actions on this page, unless noted otherwise below.

Task Actions at a Glance

Action Use it to Update Progress Record progress percentage, status, updates, next steps, blockers, and escalation needs. View Progress Update History Review previous progress updates and attached evidence. Editing an entry is limited to the assignee who logged it. View Activity See a running log of everything that has happened on the task. Comments Discuss the task and keep follow-up communication in one place. Add subtask Break a larger task into smaller related tasks. Attach files Add supporting documents from your computer or E-Folder. Mark as Complete Close the task when the work is finished.
Note: Tsks assigned to you appear under Assigned To Me. Tasks you created or delegated appear under Initiated By Me.

Open a Task

Where you find the task depends on whether it was assigned to you or created by you.

If the task was assigned to you

    Go to Tasks → Assigned To Me. Choose Internal (assigned by someone within your institution) or External (assigned by someone outside it). Find the task in the list. Click the task name to open it, or click the … icon and select Open.

    Assigned To Me list showing Internal and External tabs

    If you created or delegated the task

      Go to Tasks → Initiated By Me. Open the project the task belongs to. Find the task in the project's task list. Click the task name to open it, or click the … icon and select Open.

      Initiated By Me project workspace with a task highlighted

      The task details page shows the task description, due date, status, priority, labels, assigned users, progress, subtasks, attachments, activity, and comments.

      Task details page showing task actions details progress subtasks and comments

      Update Progress

        Click Update Progress. Enter the current Progress (%). Select the current Status, such as Backlog, Doing, Review, or Completed. Upload supporting files, if needed. Enter the Latest Update. Add Next Steps, Blockers, or Escalation Needed where relevant. Click Update Progress.

        Task details page with Update Progress button highlighted

        Update Progress form showing progress percentage field

        Update Progress form showing status dropdown options

        Update Progress form showing uploaded file and latest update field

        Update Progress form showing next steps blockers escalation needed and Update Progress button

        Tip: Progress percentage, status, due date, and priority affect the dashboard cards and charts. Keep them updated so dashboard statistics remain accurate.

        View and Edit Progress Update History

        This is most often checked by whoever assigned the task, as a way to follow how work is progressing over time — though anyone with access to the task can view it.

          Open the task details page. Click View Progress Update History. Review the update percentage, date, user, attachment, and latest update notes.

          Task details page showing View Progress Update History button

          Progress update history panel showing progress update details

          Note: Only the assignee who logged a progress update can edit it. Anyone with access to the task can view the full history, but editing an individual entry is limited to the assignee who created it.

          Progress update history panel showing edit option

          View Activity

          The Activity log is a running record of everything that has happened on the task — creation, assignment changes, progress updates, and more — separate from the detailed progress percentage history above. Like progress history, it's most often reviewed by whoever assigned the task, though it's visible to anyone with access.

          Task details page showing Activity section

          Add a Comment

          Use the comments panel to ask questions, share quick updates, or follow up with other users on the task.

            Type your message in the comment box. Click the send icon.

            Task comments box with message typed and send icon highlighted

            Task details page showing posted comment

            Use Subtasks for Smaller Work Items

            Subtasks help break a larger task into smaller pieces. They appear inside the parent task and can be opened like regular tasks.

            Task details page with Add subtask button highlighted

            Create Task form for creating a subtask with parent task selected

            Task details page showing subtask listed under Subtasks

            Subtask details page

            Attach Supporting Files

            Files can be attached from your computer or selected from E-Folder. Attached files appear in the Attachments section of the task.

            Attach files menu showing From Computer and From E-Folder options

            Task attachments section showing attached file from E-Folder

            Mark the Task as Complete

            When the work is finished, click Mark as Complete. This updates the task status and contributes to the task completion rate shown on the dashboard.

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