View/Edit a Task

What can be done with tasks after they have been created in the task detail panel.

Updated over a week ago

Tasks allow users to collaborate by providing inline highlighting, comment fields, opt-in notifications, and priority assignments. Tasks also enable users to track issues across multiple pages and sites.

Once a Task is created, users will access the Task via the Tasks panel found by selecting Tasks in the top navigation or directly from the page that the Task was created.

To view the highlighted issue in the page where the Task was initially created, click on the Title of the Task or the View Page link on the right side of the page.

With the screen in Task mode, the issue is highlight in red at the top left with the link titled View Page highlighted in red at the middle level right side of the page.

To assign the Task to yourself or other users, select the Assignees button.

With the system in Task mode, the link titled Assignees in the upper right corner is highlighted in red.

The Assignees button will open a drawer from the right side of the page, allowing the user to select assignees. A green checkmark will appear next to the names of the users that are selected. Select Save at the top of the drawer to save the assignees.

With the system in Task mode, the left side of the screen is grey out to emphasize the list of users on the right side. Choose from this list those who this task should be assigned.

To change the priority level of the Task, select the current priority level button shown below the Priority heading. Priority levels include: Low, Normal, Important, and Critical. Note that a priority level is not required.

With the system in Task mode, the Priority button is highlighted in red on the right side of the screen.

To follow along with comments and changes of a task, select the Subscribe to updates button. Note that you can not subscribe to updates for another user, but you can assign other users to the Task.

With the system in Task mode, the link titled Subscribe to updates in the lower right corner of the screen is highlighted in red.

Finally, users can track issues across all of their sites by selecting the Track this issue across all sites checkbox. Enabling this checkbox will provide links to the other sites where the same issue is occurring.

With the system in Task mode, the Track this issue across all sites has been checked and a list of sites containing a specific issues appears and has been highlighted in red.

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