Managing Tasks

Managing tasks involves:

• Marking tasks complete
• Viewing task details
• Editing task details
• Disabling notifications
• Downloading Chat
• Sharing chat
• Marking tasks as pending
• Deleting tasks

To mark tasks complete, on the task list, for the required task, click the radio button.

The task is moved to the list of completed task.

For example, in the following image, the task, Add Business rule is marked complete.

To manage tasks, follow these steps:

1. In the task list, for the required task, click .

The available options appear.



2. Use the following options to work on tasks:
   View Task Details

   Use this option to view task details. These details include task name, description, assigned assets, attached documents, and so on.

   Edit Task Details

   Use this option to update task details.

   Disable Notification

   Use this option to stop receiving notifications related to a task. By default, notifications are enabled, and users assigned to task receive notifications.

   Download Chat as Text

   Use this option to download chat related to a task in the TXT format.

   Send Chat as Email
   Use this option to share the chat related to a task via an email. Click Send Chat as Email.
   The Email Selection page appears. It displays a list of users assigned to the task.
   
   Select the required users, and then click . An email is sent to the selected users.
   Mark as Pending
   This option is available for a completed task. Use this option to mark a task as pending.

To delete a task, in the task list, for the required task, click .

You can delete a task only if you have created the task.