How do I assign a task and update its status?

Last reviewed · Part of Task management

Open a saved task to see the full edit form with header information and multiple tabs.

Diagram showing the task creator, the assignee and the system, and who hands over to whom.
Who does what, from creating a task to completion.

Header Bar

When viewing a saved task, the header shows:

  • Task subject (title)
  • Priority badge (color-coded chip)
  • Due date
  • Assignee names (up to 3 shown, count for more)
  • Subtask progress (e.g., "3/7 subtasks")
  • Recurring badge (if applicable)

Below the header:

  • Context strip — "Created N days ago · Due in N days · Last updated N days ago"
  • Overdue banner (red) — Appears when the task is past due: "OVERDUE — This task was due N day(s) ago"
Edit form — Details tab

Assignment & Status Tab

The ASSIGNMENT & STATUS tab combines assignment management and status tracking in one view.

Assignment & Status tab

Progress Strip (shown for tasks with 2+ assignees): Displays completion progress with a breakdown — e.g., "3 of 5 completed (60%) — 3 completed · 1 in progress · 1 pending"

Your Assignment Card (if you are assigned): Shows your current status with an Update My Status button.

All Assignees List: Shows every assignee with their status badge, last updated date, and a Reassign link (if enabled).

Updating Your Status

  1. On the Assignment & Status tab, click Update My Status
  2. In the popup, choose a status:
Status Meaning
Pending Not yet started (default)
In Progress Currently working on it
Completed Finished
Not Completed Cannot be done — requires selecting a reason
Diagram of the statuses one assignee moves through, from Pending to Completed, Not Completed, Cancelled or Reassigned.
How an assignee status changes, and when the whole task is complete.
  1. Optionally add Notes
  2. Click Update

Auto-Complete Behavior

When the last active assignee marks their assignment as Completed, the task itself is automatically marked as complete.


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