Assign tasks & monitor progress

Assign comments as tasks and track their status across stakeholders

In this section, we'll see how you can assign tasks to stakeholders and track closure status. Tracking the status of comment assignments using terms such as 'resolved', 'open', etc., is useful when dealing with multiple stakeholders.

1. Assign tasks

1. Let's add a column-level comment and assign it as a task. Select a column and click the Comments icon directly, or choose Add New Comment from the Comments dropdown.

Column-level comment

1. Enter a comment, then click on the Assign to user dropdown.

Assign to user option

1. Select the desired user(s) from the dropdown to assign the task.

Assigning a user

1. Once you assign a user, the task status is set to open by default. The task is assigned successfully when you click the Send icon.

Task assigned with status set to open by default

2. Task status

1. By default, when a task is assigned, its status is set to open. To change the task status, click the three-dot menu in the top-right corner and select Resolve thread.

Changing task status - resolve thread

1. The thread is marked as 'Resolved', as shown below.

Task status is set to resolved

1. Resolved tasks can be reopened if required by clicking on the Undo icon. Alternatively, replying to any resolved thread will automatically make it open again.

Reopening a resolved task

1. Comments added in the Comments column can also be assigned as tasks. Select a comment and assign it to a user.

Assign tasks from the comments column

1. By clicking the highlighted arrow, you can expand or collapse the Task Status and Assignee columns. Based on the input and selection made in the comment editor, these columns are populated automatically.

Task status and assignee columns

In the next section, we'll cover how you can filter & track changes in comments and tasks.