Editing a task

Learn how to edit a task's details and manually close a task.

Once a task has been assigned, you may need to update its details, such as the due date or warning date. You can also manually close a task if it's no longer needed.

Editing a task's details

To edit a task, follow these steps:

Go to the Tasks page.

You can access this page from the main menu.

Go to the Assigned by me tab.

This is where you'll find tasks you've assigned to others.

Find the task you want to edit.

Use the search bar or filters to locate it.

Click the More Actions icon and select About.

This opens the Task window with information about the task.

Go to the Details tab.

All of the task's fields and settings live here.

Click the Edit icon.

The fields become editable.

Edit the task's fields and settings.

You can find descriptions of these fields and settings below.

Click Save.

The changes you made to the task are saved.

Task fields and settings

A task has two tabs: Overview and Details. The editable fields and settings are on the Details tab, organized into two sections. The fields you can view and edit depend on your permissions.

Basic Info

Title: The name of the task. When a task is created, Joy uses the name of the assigned asset.
Assigned To (view only): The user the task is assigned to.
Assigned Date (view only): The date the task was created.
Due Date (view only): When the task is due.
Warning Date (view only): When the task will display a warning that it's almost due.
Expected Duration (Minutes) (view only): An estimate of how long it will take to complete the task.
Actual Duration (Minutes) (view only): How long the user has spent on the task. This updates automatically as the user works on the asset.
Flag for Review: Turn this on to let reviewers know the task needs their attention.
Status: Whether the task is Open or Closed.

Assigned Asset

Name (view only): The name of the assigned asset.
Progress Stage (view only): Where the task is in its lifecycle, such as Not Started, In Progress, Warning, Overdue, or Completed.
Grade (view only): If the asset is graded, the user's final score.

Manually closing a task

You may need to manually close a task if it's no longer relevant. For example, if a user's role has changed and they no longer need to review a FlexDoc.

Only Admins can manually close a task.

To manually close a task, follow these steps:

Go to the Tasks page.

You can access this page from the main menu.

Find the task you want to close.

Use the search bar or filters to locate it.

Click the More Actions icon and select Close Task.

The task closes immediately and its stage changes to Completed.