In this article, you'll learn how the task counter works, how to filter and sort tasks, and how to edit or remove them. It also covers tracking task activity and restoring deleted tasks through the Activity Log report.
Task counter
The task counter works in the following way.
If there are tasks for today, the number of tasks for the current day only is displayed.
If there are no tasks for today, then the total number of tasks is displayed.
Filtering and Sorting Tasks
Sort your tasks by your role, whether you are the author or an assignee of the task. To do so, click on the Assigned to me or Assigned by me button. If you have an access right, you can see All tasks.
You can also filter by a certain author or assignee. To do this, select the required employee in the appropriate field.
The system sorts the tasks that are in progress by the due date, that is, first overdue, then for today, for tomorrow, etc.
Completed tasks appear in the list sorted by the completed date from the most recent ones to the oldest ones. Also, you can sort tasks by period.
Editing, completing and removing tasks
Note: Only employees that have the corresponding right can edit and remove tasks.
Double-click the task to edit it. Make changes and click on the Save button.
All actions of employees are stored in the Task Event Feed. You can also add a comment, document or image to the task in the event feed.
Tick the Completed checkbox next to a task name to mark it as done. This task will appear on the Done tab.
Open a completed task to view its status, whether On Time or Overdue.
To remove a task, double-click the task and click on the Remove button. You can delete both Done and In progress tasks.
Deleted tasks can be restored in the Activity Log report.
To do this, generate a report for the Task deleted event. Find the deleted task and click Restore.
