Guide Index
Guides HomeMangoApps WebsiteCommunity & SupportBlog & Resources
MangoApps User Guide
MangoApps User Guide
  • 🥭MangoApps User Guide
    • MangoApps Glossary
  • 🗳️Ballots
    • Ballots Tools
  • 📆Calendar
    • Calendar Tools
    • Create an Event
    • Calendar Event Types
    • Reminders
    • Calendar Widget
  • 🆕Campaigns
    • Campaign User Tools
    • Campaign Admin Tools
      • Create a New Campaign
      • Series Campaigns
      • 🆕Campaign Insights
  • 💬Chat
    • Chat Toolbars
  • 🏢Company
    • Company Toolbars - User
    • Company Toolbars - Admin
  • ✍️Compose
    • Team Messages
  • 👔Departments
    • Create a Department
    • Department Tools
    • Modules within Departments
  • ⬇️Downloads
  • 🆕Files
    • 🆕Files Toolbars
    • 🆕File Privacy and Sharing
    • File Viewer
      • Approval Workflow for Files
      • Video Insights
      • Video Transcript
    • Files FAQ
    • Files Widget
  • 👋Greetings
    • Greetings Toolbars
  • 🏗️Groups & Projects
    • Creating a Group/Project
    • Groups/Projects Module Tools
    • Modules within Groups/Projects
    • Workspace Toolbars
    • Workspace Quick Summaries
  • #️⃣Hashtags
    • Hashtags Tools
  • ⛑️Help Center
  • 🏠Home
    • Customize
  • 💡Ideas
    • Ideas Tools
    • Create an Idea
    • Contributors
    • Idea Campaigns
  • 🕹️Levels & Badges
    • Levels & Badges Tools
  • 📚Libraries
    • Libraries Tools
    • Add Items to a Library
    • Simple Links vs. Condition Based Links
    • Library Widget
  • 🎧Media Center
    • Media Center Tools
  • 📬Messages
    • Messages Tools
  • 🎙️My Recordings
    • My Recordings Module Toolbar
    • User Actions
  • 🆕News Feed
    • 🆕News Feed Tools
    • Share an Update
    • Comment Section
    • 🆕Newsfeed Settings
  • 🗒️Notes
    • Notes Tools
    • Notes Widget
  • 📃Pages
  • 🆕People Directory & Profiles
    • People Module Tools
    • 🆕User Profile
      • Edit Your User Profile
      • 🆕User Avatars
    • 🆕People Widget
  • 👍Polls
    • Polls Tools
  • 🆕Posts
    • Posts Module
    • Types of Posts
    • 🆕Compose a Post
      • Content Block Toolbar
      • Rich Text Editor (Blank Template)
      • Alerts
        • Creating an Alert
    • Boost a Post
    • Social Advocacy
    • Posts Widget
    • 🆕Published Posts Actions
      • 3-Dot Action Menu
      • 🆕View Insights
      • Post Tools
      • Reader Actions and Engagement
    • FAQ
  • 🧭Primary Navigation
  • ❓Questions
    • Questions Tools
  • 🏎️Quick Access
  • 🤔Quizzes
    • Quizzes Tools
  • 🏆Recognition
    • Reward Points and Redemptions
    • Recognition Widget
  • 👀RSS Reader
  • 🗓️Schedules
    • Schedule Toolbars
    • My Store Schedules
    • My Schedule
    • Availability
    • My Upcoming Shift Widget
  • 🔎Search
    • Search Tools
    • Advanced Search Operators
  • ⚙️Settings
    • Notifications
      • Notification Tools
    • News Feed
    • Smart Reminders
      • File Retention Reminders
    • Password
    • Timeout
    • To Do
    • Locale
    • Digests
    • Landing Page
    • Authorized Apps
    • Integrations
    • Appearance
    • Huddle
    • Voice
  • 📊Surveys
    • Survey Tools
    • Creating a Survey
    • Survey Recurrence
    • Survey Question Types
    • Rule Builder
    • Survey Insights
    • Surveys Widget
  • 🆕Tasks
    • 🆕Tasks Module Actions
    • Create a New Task
    • Task Progression
    • Milestones
    • Centralized Tasks
    • Tasks Widgets
  • 🤝Team CRM
  • 📋To-Do List
    • Create a To Do List
  • 🆕Trackers
    • Tracker Module Menu
    • Create a Tracker
    • 🆕Tracker Column Types
    • 🆕Mask Field
      • 🆕Example Mask Widget
    • Navigating a Tracker
      • Tracker Menus
      • Table Menus
      • Column Menus
      • Entry Menu
    • Data Uploader
    • Adding a New Table View
    • 🆕Tracker Workflows
      • 🆕Creating a Tracker Workflow
        • Approval Workflow
        • 🆕Form Workflow
        • Publish Workflow
        • 🆕Task Workflow
    • 🆕Forms
      • Create a Form
      • 🆕Edit a Form
      • Form Tools
      • Form Rule Builder
    • Trackers and Forms Widget
      • Tracker Widget View Type
    • 🆕Tracker Use Cases
      • 🆕Welcome Video and Acknowledgement
  • 🆕Widget Gallery
    • My Priority Items Widget
    • 🆕My Reporting Hierarchy Widget
    • Pending Approvals Widget
    • Quick Links Widget
    • Slider Widget
    • Text Box Widgets
    • 🆕Upcoming Birthdays Widget
    • 🆕User Profile Card
  • 📄Wikis
    • Wiki Tools
    • Create a Wiki
    • Collaborating on Wikis
  • ADDITIONAL RESOURCES
    • Troubleshooting Guide
      • Supported Platforms and Browsers
    • Submit a Support Ticket
    • Release Notes
Powered by GitBook
On this page
  1. Tasks

Task Progression

PreviousCreate a New TaskNextMilestones

Last updated 29 days ago

Users can access assigned tasks by referring to the project which the task was assigned or by navigating to the Tasks Module.

Select the task you wish to start and the details will appear along the right hand side of the screen.

This detail page includes information regarding the task objective, any related checklists, a summary of the type and priority of the task, related milestone and team, along with other related information.

From the details page, users will also be able to check activity for the task by clicking on the Comments tab. Users can leave comments on tasks for which they have visibility. The system will automatically add a comment when a task is delivered by the user and then again when the delivered task has been accepted as complete by the task approver.

The three dot menu to the right of the comments tab allows the assigned user to set a reminder via the Set A Reminder pop-up menu or copy a link to the task. Users attempting to access a project task via this link MUST be a member of the project to which the task has been assigned. Similarly, if the task is a User Task, the task visibility must be configured to everyone in network.


To complete a task, click on the Finish button which appears to the right of the comments tab.

Finishing a task will automatically mark open checklist items as complete. The task approver will then be notified that the task has been delivered and is awaiting their review.


The task approver will be notified that the user has submitted a task for approval. If the task completer provided a comment when they submitted the task, it will be displayed under the Comments tab.

The task approver can either click on Accept or Reject. This will bring up the Accept or Reject pop-up menu.

The task deliverer will be notified that their task completion has been accepted or rejected. Comments provided by the approver will appear in the Comments tab.

If Rejected, the user can click on Restart/Finish to redo or resubmit the task.

The Finish pop-up menu will appear. Task creators can require proof of completion be attached when . Otherwise, the user can add comments to be shared with the task approver.

🆕
creating a task