Monitoring Tasks (Beta)

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Applies to , ,

Overview

You can monitor task completion process and mark tasks complete from your computer or your mobile device.

Tasks is currently in closed beta

The tasks feature is currently in closed beta and available to select customers only.

Before you begin

Steps

From your computer, use the Dashboard to monitor tasks and mark them complete. You can also monitor tasks from the Scheduler by clicking Tasks.

  1. Go to the Dashboard.
  2. In the Today’s Schedule card, click Task Lists.Task Lists button on the dashboard
  3. Use Tasks for <day> to view the completion percentage for each scheduled task list.Task list progress
  4. Click a task list to to see which tasks are completed, who completed them, and when they were completed. Task progress
    • Completed tasks have a Checkmark.
    • If you’d like to mark a task complete yourself, just click the task to add a Checkmark.
  5. When you’re finished, click Done.
Monitor tasks from your mobile device

You can also use the When I Work mobile app on your iPhone or Android phone to monitor tasks. Just tap Today’s Task Lists on the dashboard to get started.

Updated on September 20, 2018

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