Tasks

Tasks help workspace members assign and complete work items. You can create a task, assign it to someone, set the priority, and set a due date, but you cannot delete a task. When a task is created, completed, or re-opened, a task message is posted in the associated workspace indicating the action performed. When you see a task message in a workspace, click it to view information about the task.

When a task is assigned to you, an orange dot is displayed next to the associated workspace name until you view the task. To learn about other ways Teamwork notifies you of activities like assigned tasks, see the Notifications topic. When an assigned task is approaching or past the due date, the task displays the number of days until the due date or the number of days the task is overdue.

View and Filter Your Tasks

To view all tasks for a workspace, select the desired workspace and click the View Tasks icon at the top of the workspace. In the TASKS panel that appears, click TO DO to view active tasks or click COMPLETED to view completed tasks. To view only tasks assigned to you, click the My Tasks checkbox.

To filter your view of TO DO or COMPLETED tasks, click the Filter icon and select High Priority or Overdue. Overdue applies only to the TO DO tasks. To remove a filter, just click it, which restores the default "All" tasks view.

Create a New Task

  1. Select the desired workspace and do one of the following:
    • Hover your mouse cursor over an existing workspace message, click the three dots icon in the menu that appears (on the right side of the message), and click Create Task.
    • Click the ViewTasks icon at the top of the workspace and in the Tasks panel that appears, click the plus sign icon to the right of Tasks.
  2. Enter a Task Name and optionally, add a Task Description.
    Note: When you create a task from an existing workspace message, the Description is automatically populated with all text from the message. If needed, you can edit the Description.
  3. Select a value for the Due Date.
  4. Select the desired Workspace if the task is not associated with the current workspace you are viewing.
  5. Assign the task to yourself or another workspace member and optionally, set to High Priority.
  6. Click the Create button.

Edit a Task or Mark a Task Complete

  1. Select the desired workspace.
  2. Click the View Tasks icon at the top of the workspace.
    Note: You can edit or mark complete only the tasks that are listed below the TO DO heading.
  3. Click the desired task and make the necessary changes.
  4. If you are editing the Task Name or Task Description, click Save.
  5. To indicate that the task has been completed, click the Mark Complete button.
  6. To view other tasks in the selected workspace, click < Back located above the Task Name.

Re-open a Completed Task

  1. Select the desired workspace.
  2. Click the View Tasks icon at the top of the workspace.
  3. Click the COMPLETED heading.
  4. Select the desired task and click the Re-open button.
  5. To view other tasks in the selected workspace, click < Back located above the Task Name.