Workspace administration

Manage tasks across the team

Workspace administrators and owners use Workspace Admin → All Tasks to review work across users. Employees do not have this view.

Find and act on work

1. Search or filter by owner, status, priority, or task dates. Use the workload summary to find active, due-soon, overdue, blocked, and completed tasks by person.
2. Open a task to review its details and retained daily notes.
3. Edit its title, description, dates, status, or priority, or reassign it to an active workspace member.
4. Select tasks for a confirmed bulk status, priority, or owner update. The app validates the whole selection before making the change.
5. Use the confirmed delete action only after checking the task and linked history.

Reassignment changes who sees the task in their personal Planner; the task’s notes, actions, and attachments stay linked to that task. An inactive employee cannot receive a reassignment. For a question about why a task disappeared from someone’s view, check the owner filter and the workspace audit history.