Tasks and files

Plan and update your tasks

Open My Planner after signing in. It contains tasks owned by you, with dates, status, priority, notes, and actions inside each task.

Create or update a task

1. Enter a title and the task details in the task form. Set a start and end date, priority, and status as needed.
2. Save the task. Use the task list and its filters to find today’s, upcoming, overdue, or completed work.
3. Open a task to update its details, record progress notes, add actions, or attach files.
4. Mark the task status as work progresses. Status choices include planned, in progress, blocked, and completed.

Task dates and status are operational planning information. A completed task remains in the history. The workspace administrator can also inspect and manage team tasks in All Tasks.

You can delete your own newly created task only within the app’s 24-hour deletion window. After that, ask an administrator to review the record. Before deleting, review linked notes, actions, and files. Use the available export control to keep a copy of your task view when needed.