Tasks Popup

Overview

The tasks popup allows you to keep track of the tasks associated with the workflow, and edit, assign and complete them.

Note that If there's a small blue dot on the icon next to the Tasks breadcrumb link, or next to the task in the tasks popup, it means you are assigned to the task.

Tasks are usually added by the workflow. However, if the current workflow state is taskable, you can create your own tasks.

Working with tasks

See the following guides to learn more:

• Create a task
• Assign a task
• Edit a task
• Task expiry date
• Complete a task
• Delete a task

Workflow tasks vs. Confluence tasks

Workflow tasks share many similarities with Confluence tasks:

• They have a caption that explains what needs doing
• They can be assigned to someone (using an @mention while creating the task, or by assigning someone to an existing task)
• They can have a due date

However, there are some important differences:

• Document Management Tasks are separate from the content, so you don't need to put the task in the wiki page or blog post
• They can have a description to provide additional detail about the task
• They create internal Events, which can be used to Trigger Actions, such as causing a state transition when all tasks are completed
• They can be interlinked with the workflow; for example, a content review can be blocked until tasks are completed
• The notifications associated with them can be customised to the requirements of the workflow

See also

User Guide

• Workflow Status Bar

Reporting Guide

• Report on tasks

Workflow Authoring Guide

• Tasks
• Edit tasks using workflow builder