A task is To Do, Completed, or Canceled. Canceled tasks look different from Completed ones, so a cancellation is never mistaken for success.
Your tasks
Every employee with access to the account can see the tasks assigned to them. Go to Your Stuff → Your Tasks.- The list shows only tasks assigned to you, newest first, 20 per page.
- The status filter starts on To Do. Choose Completed or Canceled to see those.
- Search by task summary. Changing the filter or search takes you back to page 1.
- Each row shows the task type, summary, who assigned it and when, the status, any deadline, and the action for that task.
- Select the chatter icon on a row to open the task’s read-only activity history.
Complete a task
Complete a task from its row:- Upload video: select Upload, then choose your video. When the upload finishes, the task becomes Completed.
- Task: select Mark Done. The task completes right away, with no confirmation.
- Register QR code: select Register, type the QR code, and submit. The code is required. On the mobile app, you scan the code with the camera instead.
All tasks (administrators)
All Tasks is a main-menu item for administrators. It shows every task in the account, across all employees.- Tasks are listed newest first, 10 per page.
- Filter by status, assignee, task type, responsibility, and deadline (before or after a date). Filters combine, and search by summary also applies.
- Select Cancel on an open task to cancel it. You confirm first, and the prompt shows the task, the assignee, and the checkpoint. Canceling can’t be undone.
- If a task is assigned to you, its completion action also appears on the row, next to Cancel.
When tasks are canceled automatically
- Open Upload video and Register QR code tasks are canceled if their checkpoint is deleted.
- All of a person’s open tasks are canceled if their access is revoked.
Notifications
Employees get an email when a task is assigned to them and when it’s completed. See Email notifications.Related
Email notifications
The emails exIQtive sends and what triggers them.
Account roles and permissions
What administrators can see and do.
