Task Assign and Tasks Status for Remote Members

2 min read

Use the Task Assign board and the Tasks Status page to move your work forward and check your progress.

If your remote role includes them, Task Assign shows your work as a board, and Tasks Status shows how far along it is.

Overview

This guide covers both pages as a remote member sees them.

Who Can Access

Remote Member

Remote members whose role includes View Task Assign, which opens both pages. Most remote members can only see and move their own work.

Step-by-Step Guide

  1. Open Task Assign

    Click Task Assign under WORK. Your work sits in four columns: Assigned, Processing, Working and Completed.

    Task Assign board for a remote member with Assigned, Processing, Working and Completed columns and move buttons on each card
  2. Find a task

    Search by title, switch between Kanban and Table, or pick one status.

  3. Move a task

    Use the buttons on a card to move it to the next column. As the person assigned, you can only move one step forward.

  4. Check progress

    Click Tasks Status. The cards count your tasks by status and how many are overdue. The table shows your totals and a progress bar.

    Tasks Status page with total, assigned, processing, working, completed and overdue counts and the member's progress row

Good to Know

  • The board shows every move button, but backward moves and skipped steps are refused for you.
  • In Kanban, a task whose due date has passed is hidden. Switch to Table to see it.
  • Only people with permission to add work see the Assign Task button.
  • Tasks Status can be narrowed by date and status.

Frequently Asked Questions

Why can’t I assign tasks?⌄
Your role doesn’t include adding work. Your agency can change that in Remote Roles.
Where is the detail page for a task?⌄
If you have My Assignments, open it there. See My Assignments.