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.

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'.

Column-level comment

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

Assign user option

c) From the dropdown, select the desired user.

Assigning a user

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

Task status is set to Open

e) The task gets assigned.

Task gets assigned

2. Task status

a) By default, on assigning a task, it is set to 'Open'.

Changing task status

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

Resolve thread

b) The thread is marked as resolved as shown below.

Task set to resolved

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.

Reopening a resolved task

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

Assign tasks in the comments column

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.

Task status and assignee columns

3. Filter/view all tasks

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

View all comments

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

Viewing open/resolved tasks

c) On selecting 'Resolved', the resolved tasks are shown.

Resolved tasks

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.

Filter based on the assigned users
Filter based on who assigned the tasksT

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.

View your tasks in reading view

In the next section, we'll cover how you can track changes in comments and tasks.

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