Tasks are follow-up records. If a task points you to a timecard, document, training item, or schedule change, you still need to complete that action in its own section of the app.
Finding your tasks
1
Open Tasks
Select Tasks from the navigation bar.
2
Review the lanes
Tasks are organized into lanes: To do, In progress, Blocked, and Done. Review each lane to understand what is active.
3
Open a task card
Select any task to see its full details: title, description, priority, due date, checklist progress, and any comments from your manager.
If no tasks appear, no active tasks are currently assigned to you.
Starting and completing a task
1
Select Start
When you begin work on a To do task, select Start. The task moves to In progress.
2
Work through the checklist
Check off checklist items as you complete them. Your progress saves after each update.
3
Fill in required evidence
Some tasks ask for completion evidence — a note, a number, a pass/fail result, or a reference to a document or photo. Fill in required fields before you mark the task done.
4
Add comments if needed
Use the comment field to give your manager context that does not belong in an evidence field — for example, if you ran into a problem or need to explain what happened.
5
Mark done
Select Mark done when all required evidence is filled in and the work is complete. The task moves to the Done lane.
Task status reference
A Blocked status can also mean a manager returned the task for correction. Check for a comment or updated instructions when you see this state.
What you cannot do from Tasks
There are some actions that only managers can perform:- You cannot reassign a task to someone else
- You cannot archive or remove assigned tasks
- You cannot reopen a completed task unless a manager sends it back to you
- You cannot see other employees’ tasks or team workload views
Common issues
Mark done is not available
Mark done is not available
The button is disabled until all required evidence fields are filled in. Review the task checklist and evidence fields and complete any missing items.
I cannot change or undo evidence I already submitted
I cannot change or undo evidence I already submitted
Accepted evidence and checklist state cannot be changed from the employee app. If you need to correct submitted evidence, add a comment explaining the issue and ask your manager to return the task for correction.
My task is still in Required Actions after I marked it done
My task is still in Required Actions after I marked it done
Return to Dashboard and refresh. Required Actions clears when the server records the task’s updated state. If it remains, confirm the task is showing as Done in the Tasks tab.
A task points to another part of the app
A task points to another part of the app
Follow the source link in the task to go directly to the related timecard, document, training item, or schedule entry. Completing the task does not automatically finish the underlying action in that surface.