Complete a task
Find tasks assigned to you and mark them complete.
Who can do this
People who can open Tasks and who see Mark task as completed (web) or Mark task as done (mobile). If you do not see the action, your access does not include it.
Before you begin
- Open the correct project
- Know whether you are an assignee or only CC'd
Steps — Web
- In the project, select Tasks.
- Open the Tasks To Do tab (or another tab such as Tasks I'm cc'd on if needed).
- Select a task assignment. The page title is Task Assignment.
- If prompted, select Start Task, then confirm with Yes, start.
- Complete any listed requirements (for example Start Report / View report under Requirements).
- When finished, select Mark task as completed and confirm.
Cancel an assignment
Cancel Task cancels that assignment. It does not close the page or leave work in progress.
- On the Tasks list, use the actions on that assignment (the same place as Start Task).
- Select Cancel Task.
- Confirm with Yes, cancel when asked Are you sure you want to cancel "…"? (choose No to keep the assignment).
The app then shows This task has been cancelled.
If you only want to leave the task page, open another page from the sidenav. Do not use Cancel Task for that.
Assignment cancel is available on the web. Completing a cancelled assignment later is not a self-service action.
Steps — Mobile
- On Tasks, choose To do (or another list if you are following up).
- Tap the task.
- Complete the work: comments, attachments, or a linked report if one is required.
- Tap Mark task as done.
- If you see Report not submitted, either submit the report first or confirm you want to mark the task done anyway.
- Tap Submit to confirm, or Cancel.
Cancel on that confirmation dialog dismisses the dialog and leaves the assignment open. It does not cancel the assignment. The mobile app does not offer Cancel Task.
What happens next
- Web: after Mark task as completed, the assignment shows as completed for you. Creators may still see overall task progress such as Task is partially completed until all assignees finish. You may receive email or push notifications for assignments and reminders when those channels are enabled. After Cancel Task, that assignment is cancelled.
- Mobile: the task moves to a completed state. The person who created it is notified that the task is done.
Why it might be unavailable
- You are looking at the wrong tab or project
- You are CC'd or viewing All / Created by me, not an assignment for you
- Required reports are not finished (web often expects this before Mark task as completed)
- Your permission group does not include completing that assignment
Troubleshooting
| What you see | What to try |
|---|---|
You have not been assigned any tasks yet. (web) | Check other tabs, or ask to be assigned |
| Cannot find Mark task as completed (web) | Finish required reports first, or ask your administrator about permissions |
| Cannot find Mark task as done (mobile) | You may lack permission, or the task is already completed or cancelled |
| The task is on All or Created by me but not To do | It may be assigned to someone else |
| You don't have permission to view this content | Open a different item or ask a coordinator |
| Need to undo cancel (web) | Contact the task creator or administrator |