# Tasks Create, work and update tasks, handle recurring tasks and monitor the task board. The **Tasks** screen in the **Documents** module is where you track work assigned to you, work you have assigned to others, and any recurring task occurrences. ## Finding your tasks Use **My Tasks** for work assigned to you, **Assigned by Me** for tasks you assigned to others, and **Recurring Instances** for individual occurrences of repeating tasks. Check due dates and overdue work before choosing what to work on. ## Steps ![Tasks: search (1), Filters (2) and New task (3).](https://media.czappstudio.com/screens/docs/tasks/light-616b23ea2e-2880.webp) 1. Open **Tasks** from the module menu. 2. Choose the **My Tasks**, **Assigned by Me**, or **Recurring Instances** tab. 3. On **My Tasks** and **Assigned by Me**, use the **Status**, **Priority**, **From Date**, and **To Date** filters to narrow the list, or type in the search box. 4. On **Recurring Instances**, use the **Filter by Status** dropdown (**All Active**, **Overdue**, **Today**, **Upcoming**). 5. Click the eye icon in the **Actions** column to open a task and see its details. ## Tips - See [Working a task](https://czappstudio.com/ar/docs/modules/tasks#section-12) for the Start, Hold, Resume, and Complete actions. - See [Recurring task occurrences](https://czappstudio.com/ar/docs/modules/tasks#section-21) for handling individual occurrences of a repeating task. ## Creating a task You can create a task and assign it to another person from the **Tasks** screen. The task you create appears under the **Assigned by Me** tab. ### Steps 1. Open **Tasks** from the module menu. 2. Click **Create Task**. A panel titled **Create New Task** slides in from the right. 3. Fill in the fields: - **Task Name** (required) — a short name for the task. - **Assign To** (required) — search for and select the person to assign the task to. You cannot assign a task to yourself. - **Priority** (required) — **Low**, **Medium**, or **High** (defaults to **Medium**). - **Due Date** (required) — when the task is due. Must be today or later. - **Due Time** — an optional time of day. - **Recurring** — **Never**, **Daily**, **Weekly**, or **Monthly**. Choose anything other than **Never** to make the task repeat. - **Recurring End Date** (required when recurring) — the last date the task should repeat. - **Requires attachment before completion** — turn this on if the assignee must upload a document before they can mark the task complete. - **Notes / Description** — optional notes for the assignee. - **Voice Description** — an optional audio file (MP3, WAV, M4A, or AAC, up to 10 MB). 4. Click **Create Task**. ### After you finish ![New task: enter the title (1), choose the assignee (2) and set the due date (3).](https://media.czappstudio.com/screens/docs/task-new/light-23f4df63b6-2880.webp) Find the new task under **Assigned by Me**. For recurring tasks, individual occurrences are created automatically. ### Tips - To cancel without creating the task, click **Cancel** or close the panel. - The assignee tracks the task from their **My Tasks** tab — see Your tasks. ## A task's details and activity Opening a task shows everything about it in a panel that slides in from the right, including a timeline of activity. ### Steps 1. Open **Tasks** from the module menu. 2. Find the task on the **My Tasks** or **Assigned by Me** tab. 3. Click the eye icon in the **Actions** column. The **Task Details** panel opens. ### Reviewing progress Check the due date, priority, assignee, and repeat pattern before working on the task. Use **Activity Timeline** to review previous updates and attachments. See [Adding a task update](https://czappstudio.com/ar/docs/modules/tasks#section-17) and [Working a task](https://czappstudio.com/ar/docs/modules/tasks#section-12) for the available actions. ### Tips - Click **Close** to dismiss the panel. ## Working a task As a task moves from new to done you change its status using the **Start**, **Hold**, **Resume**, and **Complete** actions. These are available only for tasks assigned to you. ### How the statuses flow - **New** — the task has been assigned but not started. Use **Start Task** to begin. - **In Progress** — you are working on the task. From here you can **Hold** it or **Complete** it. - **Hold** — the task is paused. Use **Resume Task** to pick it back up. - **Completed** — the task is done. > **Note:** You can only have one task **In Progress** at a time. If you try to start or resume a task while another is in progress, you'll be asked to complete or hold the other one first. ### Steps 1. Open **Tasks** from the module menu and go to the **My Tasks** tab. 2. Use the buttons in the **Actions** column, or open the task with the eye icon and use the buttons at the bottom of the **Task Details** panel: - **Start Task** — available when the task is **New**. - **Hold** — available when the task is **In Progress**. The task moves to **Hold**. - **Complete** — available when the task is **In Progress**. - **Resume Task** — available when the task is **Hold**. The task moves back to **In Progress**. 3. When using the action buttons in the table, confirm the action in the dialog that appears. ### Completing a task that requires an attachment If the task was set up to require an attachment, clicking **Complete** opens a **Complete Task** dialog: 1. Choose a file under **Attachment** (required). 2. Optionally add **Notes**. 3. Click **Complete Task**. You can also upload the required document ahead of time from the **Upload Required Document** section inside the **Task Details** panel while the task is in progress. ### Troubleshooting - **The Complete button asks for an attachment** — the task requires a document. Attach one in the **Complete Task** dialog or upload it first from the task details panel. - **You can't start a task** — check whether you already have another task in progress and finish or hold it. ## Adding a task update While a task is in progress you can post updates — a written comment, a file, or both. Updates appear in the task's activity timeline so everyone involved can follow progress. ### Steps 1. Open **Tasks** from the module menu and go to the **My Tasks** tab. 2. Click the eye icon next to a task that is **In Progress** to open the **Task Details** panel. 3. Scroll to the **Add Update** section. 4. Type your comment in the box, and/or choose a file to attach. 5. Click **Send**. ### After you finish Your update is recorded in the **Activity Timeline**. ### Tips - You need to enter a message, attach a file, or both — an empty update can't be sent. - For required documents on tasks that need an attachment before completion, use the **Upload Required Document** section instead — see [Working a task](https://czappstudio.com/ar/docs/modules/tasks#section-12). ## Recurring task occurrences A task set to repeat daily, weekly, or monthly generates a separate occurrence for each scheduled date. These are listed on the **Recurring Instances** tab of the **Tasks** screen. ### Finding an occurrence Use **Filter by Status** to find overdue, today’s, or upcoming occurrences. Open an occurrence to review its scheduled date and take action. ### Steps 1. Open **Tasks** from the module menu. 2. Go to the **Recurring Instances** tab. 3. Use the **Filter by Status** dropdown or the search box to find an occurrence. 4. Click the eye icon in the **Actions** column to view the occurrence details, which show the scheduled date, status, priority, the parent task's notes, and who it's assigned to. > **Note:** When you mark the parent recurring task complete from the **My Tasks** tab, the current occurrence (today's, or the earliest pending one) is marked complete automatically. > **Note:** Opening a single occurrence shows a read-only details panel. There is no per-occurrence complete or skip button on this screen, even though the system supports both. ## Task board The Tasks screen is your organisation-wide view of every task: who created it, who it is assigned to, its priority, status, and due date. From here you can create and assign new tasks and open any task to see its full history. ### Steps 1. In the left menu, click **Tasks**. 2. Review the summary cards at the top: **Total Tasks**, **New Tasks**, **In Progress**, **Completed**, **Overdue**, and **Due Today**. 3. Scroll down to the **Filters** section and narrow the list by **Status**, **Priority**, **Assigned To**, **Created By**, **Due Date From**, and **Due Date To**. Tick **Show Overdue Only** to see just overdue tasks, then click **Apply Filters**. Click **Clear Filters** to reset. 4. In the **Task List**, switch between table view and grid view using the layout buttons in the top corner. 5. Click **View** on any task to open its details. 6. Click **Refresh** to reload the page with the latest data. #### Creating and assigning a task 1. Click **Create Task** at the top of the screen. A panel slides in from the right. 2. Fill in **Task Name**. 3. Choose the person under **Assign To**. 4. Set the **Due Date** and, optionally, a **Due Time**. 5. Choose a **Priority** - Low, Medium, or High. 6. Optionally set **Recurring** to Daily, Weekly, or Monthly. If you do, a **Recurring End Date** is required. 7. Add **Notes** if needed. 8. Click **Create Task**. #### Opening task details The details page shows the task name, status, priority, who it is assigned to, who created it, the description, important dates (created, due, last updated), a completion progress indicator, and a **Task Timeline** of every update - starts, holds, resumes, completions, and any text, image, file, link, or chat updates. Use **Print** to print the page. ### Following up on tasks Check overdue tasks and tasks due today when prioritising follow-up. Use status and priority to identify work that needs attention. ### Tips - Progress is shown as a percentage based on status - for example New is 10%, In Progress is 50%, and Completed is 100%. It is not entered manually.