​
1. Task Status

Task status must be updated manually as work progresses. Status can be changed inside the task or from the task list/dashboard where the status field is available. Status dropdown open on a task, listing Open, Assigned, In Progress, On Hold, In Review, Approval Required and Cancelled Task status options, including Approval Required. State diagram of the eight task statuses. Open moves to Assigned, then In Progress, then In Review, then Completed when there is no approval line. With an approval line, In Progress or In Review move to Approval Required; approved goes to Completed, rejected returns to In Progress. On Hold pauses and resumes from In Progress. Cancelled is reachable from any status. Notes mark the Blocked flag from dependencies and the strict subtask rule. How a task moves through its status lifecycle, including the approval gate and the Blocked flag.

Remember

Keeping the correct task status updated makes it easier to track work accurately and to filter, group and report tasks correctly.

​
2. Other Actions Available on a Task

Row of quick action icons at the top-right of a task: open full page, share link, favourite, duplicate, viewed by, followers and delete Quick actions available at the top-right of a task. Previous and Next buttons with an open task selector dropdown listing other tasks in the project Previous, Next and task selector controls for moving between tasks in the project.

​
3. Before You Finish Updating a Task

  • The task title and description still reflect the current requirement.
  • The correct Assignee and Reporter are selected.
  • Priority and dates are current.
  • Important updates are recorded in Comments.
  • Required supporting files are attached.
  • Subtasks are added where the parent task needs smaller actions.
  • The task status reflects the actual stage of work.

​
4. Common Issues

Best practice

A well-maintained task should make four things easy to understand: what needs to be done, who owns it, its current status, and what has happened so far.