# Assign & track tasks

In this section, we'll see how you can assign tasks to stakeholders and track closure status. Tracking status for comment assignments, using terms such as ‘resolved’, ‘open’, etc. is helpful when you are interacting with multiple stakeholders. &#x20;

## 1. Assign tasks

a) Let's add a column-level comment and assign it as a task. Select a column and click on 'Add a comment'.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FUMxNtPlFIehjQ4xEjjPR%2F8.2.22%20assign%20tasks.png?alt=media&#x26;token=ce06e555-9c24-4250-8055-ca2d44ed7358" alt=""><figcaption><p>Column-level comment</p></figcaption></figure>

b) Enter a comment. Click on the 'Assign a user' dropdown.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FzxlWLqohdnudZLmcWKVO%2F8.2.23%20assign%20tasks.png?alt=media&#x26;token=b82e56e2-47c4-4dd8-bd67-083e0f547299" alt=""><figcaption><p>Assign user option</p></figcaption></figure>

c) From the dropdown, select the desired user.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FSbUEGvdxDAFtcK3hpwSF%2F8.2.24%20assign%20tasks.png?alt=media&#x26;token=35120381-7544-43be-b944-9a83209a2622" alt=""><figcaption><p>Assigning a user</p></figcaption></figure>

d) The status is set to 'Open'. Post the comment.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FcRHhZdJOxTP78WtqE0SY%2F8.2.25%20assign%20tasks.png?alt=media&#x26;token=17e7b598-cbb8-4159-9f85-8d922077ace6" alt=""><figcaption><p>Task status is set to Open</p></figcaption></figure>

e) The task gets assigned.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2F1rlVvZCNWM8YZZTDhsnw%2F8.2.26%20assign%20tasks.png?alt=media&#x26;token=e34701a5-950d-4ab1-9a9e-907721fdc97f" alt=""><figcaption><p>Task gets assigned</p></figcaption></figure>

## 2. Task status

a) By default, on assigning a task, it is set to 'Open'.&#x20;

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2Fn5r3PYcWSC523iNj44P8%2FOpen%20task.png?alt=media&#x26;token=dfadf3bc-6d50-4091-8c53-74f843b6a736" alt=""><figcaption><p>Changing task status</p></figcaption></figure>

b) To change the task status, click on the 'three dots' and select 'Resolve thread'.&#x20;

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FnUogXTXBddDaRGeI5BTf%2FResolve%20thread.png?alt=media&#x26;token=e7862011-1193-4b0d-a642-d8458902d58e" alt=""><figcaption><p>Resolve thread</p></figcaption></figure>

b) The thread is marked as resolved as shown below.&#x20;

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FtEewgXVdl9hQmXO01Pog%2FResolved%20thread%202.png?alt=media&#x26;token=0173ac5b-40ea-46aa-b3e2-f25945a2a29c" alt=""><figcaption><p>Task set to resolved</p></figcaption></figure>

c) Resolved tasks can be reopened if required by clicking on the 'Undo' icon. Alternatively, replying to any resolved thread will automatically make it open again.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FpiylQ1FXXj1FUtqorOAV%2FReopen%20thread.png?alt=media&#x26;token=5b9b7e98-682b-45f0-a2c6-db7c793a960f" alt=""><figcaption><p>Reopening a resolved task</p></figcaption></figure>

d) Comments added in the comments column can also be assigned as tasks. Select a comment and assign it to a user.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FISMB9QwQDbBviu9uTH6Z%2F8.2.44%20assign%20tasks.png?alt=media&#x26;token=85d0c26d-60ff-4ada-9345-791f021b7269" alt=""><figcaption><p>Assign tasks in the comments column</p></figcaption></figure>

e) By clicking on the arrow highlighted, you can expand/collapse the task status and assignee columns. Based on the selection in the comments editor, these columns get populated automatically.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FkUC3HHYm9xIVDaYk6GqP%2F8.2.45%20assign%20tasks.png?alt=media&#x26;token=1bb6d272-7305-40ec-b3f9-7e2488a56b97" alt=""><figcaption><p>Task status and assignee columns</p></figcaption></figure>

## 3. Filter/view all tasks

a) To view all the tasks, click the 'Comments' dropdown and 'View All Comments'.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2Fp9a00WGJYsnteviuSdvk%2Fimage.png?alt=media&#x26;token=34f2296c-4a84-4ad7-968b-64a337013895" alt=""><figcaption><p>View all comments</p></figcaption></figure>

b) You can choose 'Resolved' to view all resolved threads, 'My threads' to view threads started by you, or 'All' to view all threads.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2F6x18JcCB7iFBuqWWM5OC%2Fimage.png?alt=media&#x26;token=9913168f-e11b-4a15-9d4c-aa80676b683a" alt=""><figcaption><p>Viewing open/resolved tasks</p></figcaption></figure>

c) On selecting 'Resolved', the resolved tasks are shown.&#x20;

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FVrXHaWV5wLKNp9HKgxkm%2Fimage.png?alt=media&#x26;token=2ba5a2e8-ef3e-43dd-aa1e-9c8b39a0aa34" alt=""><figcaption><p>Resolved tasks</p></figcaption></figure>

d) You can also filter tasks by users using the 'Assigned to’ and 'Assigned By' filters. Click on the filter, and select the name(s) you require from the dropdown to filter the tasks based on the assignee or the assigner. Click **Apply**.&#x20;

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FzPgJS29eGJ8qsb4pEktn%2Fimage.png?alt=media&#x26;token=afcff301-df0c-491a-aec3-bc7f21d5152a" alt=""><figcaption><p>Filter based on the assigned users</p></figcaption></figure>

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2F83HQOhSqqhz5HuRLeyy2%2Fimage.png?alt=media&#x26;token=6ad8878b-f6b3-48fa-870a-4416b06d931c" alt=""><figcaption><p>Filter based on who assigned the tasksT</p></figcaption></figure>

e) Users who only consume the report in the reading view and do not have edit access can also see their assigned tasks. In the **Writeback** tab, click on **My Tasks**. A side panel opens showing the list of tasks assigned to you.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FwaP9Cu9sCVxI6MCwXJ6H%2Fimage.png?alt=media&#x26;token=6119f28c-a061-4ec3-81e7-de7b79f68483" alt=""><figcaption><p>View your tasks in reading view</p></figcaption></figure>

In the next section, we'll cover how you can [track changes](https://docs.inforiver.com/working-with-inforiver/8.-commenting-and-collaboration/comments/track-changes) in comments and tasks.
