Tasks

The Tasks page is a lightweight to-do tracker for staff. Create tasks for yourself or assign them to other staff members, set a due date, and follow each task through to completion. Status is tracked as Pending, In Progress, or Completed, and tasks past their due date are flagged as Overdue.

• Staff with the Assign Tasks permission can create tasks for other staff members and see everyone's tasks.
• Staff without that permission see and manage only their own tasks.
• Assignees receive a push notification when a task is assigned to them.

Tasks page — the task list with inline status, due dates, and filters

---

Create a Task

1

Navigate to Staff & HR → Tasks

From the sidebar, expand **Staff & HR** and click **Tasks**. The task list opens.

2

Click Add New Task

Click the **Add New Task** button at the top right. The **Create Task** modal opens.

3

Choose who the task is for

Select **Myself** to create a personal task, or **Staff Members** to assign it to another person. The Staff Members option only appears if you have the **Assign Tasks** permission.

4

Select the assignee (if assigning to staff)

When **Staff Members** is selected, choose the staff member from the **Select User** dropdown.

5

Enter the task details

Fill in the **Title**, a **Description** of what needs to be done, and the **Due Date**.

6

Submit

Click **Submit**. The task is created, the assignee receives a push notification, and the task appears in the list.

Form Fields

Field	Type	Required	Description
Assign To	Radio (Myself / Staff Members)	Required	Whether the task is for you or another staff member. The Staff Members option requires the Assign Tasks permission.
Select User	Dropdown	Optional	The staff member to assign the task to. Shown only when Assign To is set to Staff Members, where it is required.
Title	Text	Required	A short name for the task.
Description	Textarea	Required	Detailed instructions or context for the task.
Due Date	Date	Required	The date by which the task should be completed. Tasks past this date with an incomplete status are flagged Overdue.

Create Task modal — assign to yourself or a staff member

---

Track and Update Status

Each task row has an inline Status dropdown so you can update progress without opening a form. Status values are colour-coded for quick scanning.

Status	Meaning
Pending	Not started yet
In Progress	Being worked on
Completed	Finished
Overdue	Past the due date and not yet completed (shown as a badge — it is a display state, not a value you set)

To change a task's status, open the Status dropdown on its row and pick the new value. The change is saved immediately.

---

Edit a Task

1

Click the Edit button

In the Action column, click the **Edit** (pencil) button next to the task.

2

Update the fields

The **Edit Task** modal opens pre-filled. Update the title, description, due date, or — with the Assign Tasks permission — reassign it to a different staff member.

3

Submit

Click **Submit** to save your changes.

Edit Task modal — update details or reassign the task

Who can edit which task

Without the Assign Tasks permission, you can only edit tasks assigned to you. Staff with the permission can edit any staff task.

---

Filter, Search, and Export

The list above the table offers several controls:

• Task Type — switch between My Tasks and Staff Member Tasks (only shown to staff with the Assign Tasks permission).
• Status — filter by All, Pending, In Progress, Completed, or Overdue.
• Staff — filter by a specific assignee (Assign Tasks permission only).
• Search — find tasks by title, description, due date, or assignee name.
• Export — download the current list to CSV.

---

Delete a Task

In the Action column, click the Delete (trash) button and confirm. The task is removed permanently.

Deletion is permanent

Deleting a task cannot be undone. There is no trash or restore for tasks.

---

Related Pages

• Staff Attendance — Mark and review daily staff attendance
• Staff — Add and manage the staff members you assign tasks to
• Role & Permission — Grant the Assign Tasks permission to a role