Tasks are typically created through the Projects module of Stackd. To learn more about tasks, go to Project Activity & Communication. When a task is created, it appears in the assignor’s Outbox and the assignee’s Inbox within the “Collaboration Hub”. Email notification are sent to assignees when tasks are created and to assignors when tasks are completed. Tasks may also be created as follow-up actions from reviews.
View Tasks Assigned To You
- Navigate to “Collaboration Hub”
- Ensure you’re on the “Inbox” tab
- Click the filter icon and deselect all options except “Tasks”
Use filters to include both completed and incomplete tasks and to narrow results by priority.
Mark a Task as Complete
To review an open task follow the steps for View Tasks Assigned To You
- Click “More Actions”
- Click “Complete”
Completing a task updates its status and removes it from your open task list.
Review a Task & Complete
To review an open task follow the steps for View Tasks Assigned To You
- Click “Details” to open the slide-over panel
- Review the task details
- Click “Mark as Complete”
View Tasks You Assigned
- Navigate to “Collaboration Hub”
- Ensure you’re on the “Outbox” tab
- Click the filter icon and deselect all options except “Tasks”
Forward a Task
To review an open task follow the steps for View Tasks Assigned To You
- Click “Details” to open the slide-over panel
- Click “Forward Task”
- Select the recipient from the dropdown list
- Add a note if required
- Click “Forward Task”
Once a task is forwarded, it moves from your Inbox to your Outbox. A history of task forwards is retained for reference.