Managing Tasks

Editing Tasks

You may find that you need to change an assignee, due date, or other task-related information.

To edit a task:

1

Hover over the task in the Tasks panel and click the arrow.

2

Select Edit from the dropdown menu to edit the details.

3

When you are done editing, click the button to save your changes.

Deleting Tasks

If you are the owner of a task, you can also delete tasks from your file.

To delete a task:

1

Hover over the task in the Tasks panel and click the to open the menu.

2

Select Delete from the dropdown menu.

3

Confirm your choice. This notifies both the assignee and the assigner.

Task Reminders

You can remind assignees about tasks that they may have forgotten or ones that have an impending due date. Auto reminders are sent on the day of and the day after the due date, but you can also manually send reminders.

To send a task reminder:

1

Open the Tasks panel in your file or from Wdesk Home.

2

Hover over the task you'd like to send a reminder for.

3

Click the dropdown arrow and select Remind. This automatically sends a reminder to the assignee.

Task Activity

To track a task’s history, including when the task was created or when a reminder was sent, you can view Task Activity.

To open the task activity:

1

Hover over the task in the Tasks panel and click the arrow.

2

Select View Activity from the dropdown menu. The modal shows when the task was created, assigned, and completed, as well as each time a reminder was sent.

You can also export the activity list as a PDF by selecting Export Activity from the dropdown menu or clicking Export in the Activity modal.