Viewing tasks

How to open the Tasks page, use its tabs and Kanban view, and view a task's assets and details.

A task is something you need to do in Joy, such as view a FlexDoc or file. You can view tasks and their details from the Tasks page.

Tasks page

The Tasks page provides a clear view of all your tasks in a centralized location. You can access it at any time by clicking Tasks in the main menu.

Tasks are organized into sections based on stage (for example, Not Started, In Progress), with the total number of tasks displayed beside each stage name. This layout, often referred to as a Kanban view, lets you quickly see all tasks, their due dates, and their current stage. Based on this information, you can prioritize your time and identify any critical items that are overdue.

The sections on the Tasks page are collapsible, so you can hide or show a section with a single click. To collapse a section, hover over the top of the section and click the <. To show a collapsed section, hover over the top of the section and click the >.

You can search for tasks by name by typing in the Search bar.

The main menu with an arrow pointing to Tasks. (no alt text) near: A task is something you need to do in Joy such as view a FlexDoc or file . You can view tasks and their details from the Tasks page. ✨To learn how to create a task, see Creating a Task . Tasks page The Tasks page provides a clear view of al The Tasks page, showing the Assigned by me tab. An arrow is pointing to the Assigned by me tab.

The three tabs

The Tasks page has three tabs.

My tasks

Shows the tasks assigned to you. It is the first thing you'll see when viewing the Tasks page.

Assigned by me

Shows the tasks that you've assigned to others, who they are assigned to, and their current stage. It is useful for ensuring your users are on track.

All tasks

Shows all the tasks that you have permission to see, including those assigned to you. It offers a comprehensive view of everything you may need to track.

The Tasks page with arrows pointing to the My tasks, Assigned by me, and All tasks tabs.

Task cards

On the Tasks page, each task appears as a card. At the top of the card, you can see the name of the asset that you need to complete. For example, a task card might show that you need to read a FlexDoc titled Client Profile: Prime Construction.

The card also shows the due date (if the task has not yet been completed) or the completion date (if it has been completed).

On the Assigned by me and All tasks tabs, each card shows the name and photo of the person the task is assigned to, making it easy to scan for everything assigned to a particular user.

Click the More Actions icon on a task's card to view the task's details or its associated asset. Depending on your access level, you may also see options to edit the task's details or manually close it.

A card for a task with an arrow pointing to the asset's name. Two task cards. An arrow points to the due date on the first card. A second arrow points to the completion date on the second card. A card for a task with an arrow pointing to the More Actions icon. The More Actions menu is open and shows options to learn About the task, Edit Details, Manually Close Task, or Open Asset.

Viewing a task

To view a task that's assigned to you, go to the Tasks page. By default, the page opens to the My tasks tab so you can quickly see what you need to do.

Open the Tasks page

Click Tasks in the main menu. The page opens to the My tasks tab.

Click a task's card

Click the card to view the task along with details such as who assigned it and when it was started.

Viewing a task's details

To view more details about a task that's assigned to you, follow these steps.

Click the More Actions icon

On the task's card, click the More Actions icon to reveal its menu.

Select About

Click About to open the task. If you're viewing a task assigned to another user, you can simply click on the task's card to view its details.

When viewing a task assigned to you or another user, a new window appears. This window features two tabs: Overview and Details.

The Tasks page. The More Actions icon has been clicked for a task called Client Profile: Prime Construction. Several options are shown, including About, Edit Details, Manually Close Task, and Open Asset. An arrow is pointing to the About option.

Overview tab

The Overview tab displays the name of the asset associated with the task (what you or the user needs to do) and its due date.

If the task is assigned to you, click the button to view the asset and work towards completing it. If the task is assigned to another person, click View to review the asset.

The task window for Client Profile: Prime Construction with the Overview tab selected and an arrow pointing to the Start button. The task window for Employee Travel Policies. The Overview tab is selected. An arrow points to the View button.

Details tab

The Details tab contains more information about the task, organized into three sections.

Basic Info

  • Due Date: The date and time that the task must be completed by.
  • Warning Date: The date and time that the task enters the Warning stage. The Warning stage lets the user assigned the task know when the deadline is approaching so they can complete it before it's overdue.
  • Started: The date and time that the user assigned the task first opened it.
  • Completed: The date and time that the user assigned the task finished it.
  • Expected Duration (Minutes): An estimate of how long the task will take to do, entered by the user who created the task.
  • Actual Duration (Minutes): The amount of time it took the user assigned the task to complete it.
  • Assigned by: The user who created the task and the date and time that they created it.
  • Edited by: The user who last updated the task and the date and time of the update.

Assigned Asset

  • Name: The name of the asset associated with the task.
  • Progress Stage: The current stage of the task. This stage represents the user's current progress.
  • Grade: The score earned by the user assigned the task.

Advanced

  • Task ID: The ID you can use to reference the task if you're using the Joy API.
  • User ID: The ID you can use to reference the user assigned the task if you're using the Joy API.
  • Object ID: The ID you can use to reference the asset associated with the task if you're using the Joy API.
The Details tab for a task. The Basic Info section is shown with information about the due date, start date, and who it was assigned by. An Edit icon is near the top of the tab.

Completing a task

When viewing a file or FlexDoc that's assigned to you as a task, you'll see a Mark as Complete button at the top of the asset. Click this button to acknowledge that you have viewed the file or read the FlexDoc.

The task automatically moves to the Completed column on your My tasks page, and its status changes to Closed. When a task is closed, it means that no further action is needed. Owners can also manually close a task for a user — see Editing a task.

A file called Employee Travel Policies. A banner asks Do you want to mark this task as complete? An arrow is pointing to the Mark as Complete button.