Skip to content
Log in
  • There are no suggestions because the search field is empty.

Team Task for Admin: Editing and Completing Tasks

Summary

 Admins with the appropriate permissions can use the Mark Complete CTA to mark tasks as Completed on behalf of users. Once a task is completed, its status will change to Completed, and the task will be considered finished. If needed, admins can undo the completion, reverting the task back to its previous status while maintaining its position in the task list.

In this article

  • Before you begin
  • Step 1: Granting Permissions to Edit Team Tasks
  • Step 2: Using the Mark Complete CTA
  • Step 3: Undoing Task Completion
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Admin Permissions: Admins must be granted permissions to edit team tasks before they can access the Mark Complete button and complete tasks on behalf of users.
  • Once the appropriate permissions are granted, admins can mark tasks as completed and undo task completion when necessary.

Step 1. Granting Permissions to Edit Team Tasks

  1. Permissions Setup:
    • Admins need permissions to edit team tasks to use the Mark Complete CTA. This permission is typically granted by a superadmin or through the system settings.
  2. Accessing Team Task Page:
    • Once the permissions are granted, admins can view tasks and mark them as completed on behalf of the user.

Step 2. Using the Mark Complete CTA

  1. Viewing the Mark Complete CTA:
    • When the admin has the necessary permissions, they will see the Mark Complete button (CTA) next to each task assigned to users.
  2. Marking a Task as Complete:
    • By clicking Mark Complete, the task will be marked as Completed, and its status will change accordingly.
    • This action allows the admin to complete tasks for users who may be unavailable or need assistance in finishing them.

Step 3. Undoing Task Completion

  1. Undoing Completion:
    • If a task was mistakenly marked as Completed, the admin can undo the completion.
    • The undo option will change the task status back to its prior status (e.g., Incomplete, Overdue), depending on its previous state.
  2. Maintaining Task Position:
    • When the task completion is undone, the task will return to its previous status without altering its position in the task list. The task remains in the same place as before.

Frequently Asked Questions (FAQ)

1.Do I need special permissions to use the Mark Complete feature?

Yes, admins need permissions to edit team tasks to access the Mark Complete button and mark tasks as completed on behalf of users.
 

2 .What happens when I click the Mark Complete button?

Clicking Mark Complete will update the task’s status to Completed, and it will be considered finished in the system.

3.Can I undo the completion of a task?

Yes, if a task is mistakenly marked as Completed, the undo option allows the admin to revert the task to its prior status, such as Incomplete or Overdue.
 
 

4.What happens to the task’s position in the list when I undo the completion?

The task’s position in the task list will remain the same when the completion is undone. The task will simply revert to its prior status.

5.Can I mark tasks as completed for any user?

As an admin, you can mark tasks as completed for all active and registered users visible on the Team Task page, not just those who report directly to you.

6.What statuses can a task revert to after being undone?

 The task will revert to the previous status (e.g., Incomplete, Overdue) depending on the state it was in before being marked as Completed.
 
 
This article explains how admins can use the Mark Complete CTA to complete tasks on behalf of users, as well as how to undo a task’s completion while maintaining its position in the task list. Let me know if you need any further clarification or additional details!