View Tasks Status & How to Complete Tasks
View Tasks & Tasks Status
To effectively manage your assigned tasks, follow these steps to navigate to the Tasks page:
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Accessing Tasks Page:
- Navigate to the Tasks page from the left-hand menu. Here, you'll find a categorised list of your assigned tasks.
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Task Categories:
Your tasks are categorised into five sections:- To Do: Tasks assigned to you that have not yet been completed.
- Waiting for Approval: Tasks you have completed and are awaiting review and approval from the designated approver.
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- In Review: Tasks you have completed, and your response is under review by the approver.
- Done: Tasks you have completed, and if required, have been approved by the organiser.
- Overdue: Tasks that have not been completed by the due date set by the organiser.
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Viewing Task Details:
- Click directly on the relevant task name to view more information. The pop-up will display instructions, deadline date, any task attachments, and sub-tasks.
Completing Tasks
To complete a task marked as 'To Do' or 'Overdue,' follow these steps:
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Review Task Information:
- Read the task instructions thoroughly and follow any relevant links or view attachments provided within the task description.
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Start Task:
- Click 'Start Task' on the pop-up page to initiate the completion process.
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Complete Task Actions:
- Depending on the task type, complete the necessary actions, which may include checking a box, entering text, or choosing from a dropdown menu or uploading a file.
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Submit Task:
- After completing the required actions, click 'Submit.' Your task response will be submitted for review.
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Sub-tasks:
- If the task includes sub-tasks, click through each sub-task to insert the required information. Once all sub-tasks are completed, click 'Submit.'
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Task Status Update:
- Once you've submitted a task, it will move to the relevant task status as explained above.
7. Editing Task Responses:
- You can edit a task response submission while the status is 'Waiting for Approval.' However, once it moves to 'In Review,' you cannot edit unless the response is rejected by the organiser.
- To edit a task response, click on the task and select the 'Edit Task' button.