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 a task tile, click the radio button.

The task is moved to the list of completed task.

For example, in the following image, the tasks with strike-through are marked complete.

To further manage tasks, follow these steps:

1. On a task tile, 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.

   Alternatively, you can click a task tile to view its details.

   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 a task receive them.

   Download Chat as Text

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

   Send Chat as Email
   Use this option to share chats related to a task via email. To do this, 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
   Use this option to mark a task as pending. This option is available for completed tasks.

To delete a task, on a task tile, click .

You can only delete a tasks that you created.