Use Tasks

View a Task

You can access a list of tasks in your file from the Tasks panel. Click a task to view its description, due date, assignee, and owner. You can easily manage your view of this list by using the Sort and Filter options.

Sort

Use the Sort function to organize your tasks by their title, due date, assignment, or last modification. 

Filter

The Filter option changes the tasks you see in the Task panel. This option allows you to:

• Relationship- all tasks, tasks assigned to you, or tasks created by you.
• Status- status of all tasks, completed tasks, or to-do tasks.
• Scope- filter by document or section.

Go to a Task

You can move to a specific task from the task panel:

1. Click the Task icon to open the Tasks panel.
2. Hover over the task you want to open.
3. Click on the Go to task icon.

Complete a Task

When you’ve finished a task, you can mark it as complete.

To complete a task:

1. Click the Task icon to open the Tasks panel.
2. Click on the task you have completed.
3. Click on the Complete button located at the bottom of the task panel.

This will send an email notification to the assigners that the task is complete.

Reopen a Task

To reopen a task in the Workiva document editor:

1. Click on the task in the Tasks panel.
2. This opens the task Details.
3. Click on the Reopen button at the bottom of the panel.

You can also mark a task as completed from the Tasks dashboard in Home.  To complete the task:

1. Click on the task.
2. This will open the Tasks panel on the right side.
3. Click on the Complete button at the bottom of the Details panel.