Working on Tasks

This section is about working on an already configured Task. That means this section is about:

  • Completing a Task that you or someone else previously created.
  • Reminding someone to complete their Task.
  • Reassigning a Task to someone else.
We wrote a separate article all about adding or editing Tasks and Workflows.

The current Task

The current Task is also called the active Task. It might follow some previous Tasks or precede upcoming Tasks, but for now it is the one Task that this Dossier hinges on. That is why we made the representing the Task bigger and why we put it right at the top of the Timeline on the Dossier page.

You can also recognize the active Task, because the Timeline to the left is dotted. Completed or skipped Tasks have a solid green line. Future Tasks have a dotted grey line.
The current Task is always prominently featured on the Dossier page, so everyone knows what should be done next and who should do it.
The current Task is always prominently featured on the Dossier page, so everyone knows what should be done next and who should do it.

The Task itself will explain exactly what must be done to complete it. If you or someone else has to do something to continue, we call that Task Logic. Task Logic can be as simple as clicking a button, but it can also require document uploads, document downloads, a payment, your approval or the answer to a question.

Sometimes you cannot do anything the current Task. In that case another collaborator on this Dossier has to finish his work before you can continue.

Send a reminder

If you are waiting on a Client or fellow Team Member to complete a Task before you can continue, you can use the reminder function to remind them of the Task at hand.

To send a reminder:

  • Open the Dossier that contains the Task you want to send a reminder for.
  • The current Task has a button with three dots (Three dots) in the top right corner. Click on that button to open the menu for the Task and then click on Send Reminder.
    Send a reminder link

Upcoming Tasks

If you click on the Show upcoming tasks link at the just below the Quick Note field, the Dossier page will also show all the Tasks that are planned in the future. You cannot yet work on these Tasks, but you can see what will be coming up and what you might want to prepare. Team Members can also reassign the Task or decide to skip it.

Completed Tasks show up as green circles and the Timeline has a solid green line.. They can no longer e edited.
Completed Tasks show up as green circles and the Timeline has a solid green line.. They can no longer e edited.

Previous Tasks

Completed Tasks are read-only. You cannot modify them in anyway. Completed Tasks show up as green circles and the Timeline has a solid green line.

The current Task is always prominently featured on the Dossier page, so everyone knows what should be done next and who should do it.
The current Task is always prominently featured on the Dossier page, so everyone knows what should be done next and who should do it.