View and complete tasks

There are a couple of ways to view tasks:

• View a list of all your tasks across files under the Tasks tab in Home
• See all of your tasks assigned within a specific file in the Tasks panel on the right

 

View all tasks in Home

In Home under the Tasks tab, you can see tasks across files that are assigned to you, tasks you created, tasks needing your approval, or all tasks. The icon next to the title shows the status of the task: Sent, Returned, Approval, or Complete.

Customize your view of the Tasks list using the configurable columns. Click the plus icon to add another column or click on a column heading to view the configuration options.

• Sort ascending: Sorts the list in ascending order of the items in that column
• Sort descending: Sorts the list in descending order of the items in that column
• Move column left: Moves the selected column one space to the left
• Move column right: Moves the selected column one space to the right
• Show column: Select other available columns to add to the view to the right
• Remove column: Removes the selected column from the view

 

View file-specific tasks

 

To view a task in a file:

1. With the file open, click the Tasks icon in the right panel to see a list of tasks assigned in the file.
2. Click on a task to view its details.

 

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 function changes the view of which tasks you see in the Task panel. This option allows you to:

• Select all tasks, tasks assigned to you, tasks created by you, or tasks needing your approval
• View tasks by Status: To do, Done, or Any
• Filter the Scope by document or section 

 

Go to a task

You can move to a specific task in the file 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 the Go to task icon.
   

 

Complete a task

When you’ve finished a task, you can mark it as complete. If an approver was assigned to the task, it will automatically be sent to them for approval. 

To complete a task:

1. With the file open, click the Task icon to open the Tasks panel. 
2. Select the task you have completed in the file.
3. If the task requires approval, click Submit. If the task doesn't require approval, click Complete.

For tasks with multiple assignees, an email will be sent to the group to inform everyone that someone has completed the task. When the task is completed, if no approval is required, the task creator will receive an email notification. If there's an approver for the task, it will be added to their list of tasks requiring approval. 

 

You can also mark a task as complete from the Tasks list in Home. Select the task to see its details within the file and mark it as complete. 

When the task is completed, if no approval is required, the task creator will receive an email notification. If there's an approver for the task, it will be added to their list of tasks requiring approval. 

 

Restart a task

To restart a task in the Workiva document editor:

1. Click on the task in the Tasks panel to view the details.
2. Click Restart.

The task is resent to the original assignee. 

 

Related articles

Introduction to tasks