How to complete, remind, or update a task
Covers: date range, Action menu, complete, notes, reminder, delete, export
Use Manage Tasks to review open work, nudge people, add notes, mark done, or remove a task.
Open the list
1. Go to Manage Tasks
2. Set the Date Range (filters by due date)
3. Search, filter columns, or Export the table if needed
Who sees which rows
Super Admin / Admin — all tasks in range
Other users — tasks assigned to them or that they assigned
Row Action menu
Mark As Complete — sets status to Complete and adds an automatic note with who/when
Add Notes — append your own note (kept with the task history)
Send Task Reminder — sends a push reminder about the due task
Delete Task — removes the task (not recoverable)
Steps — mark complete
1. Find the task
2. Action → Mark As Complete
3. Confirm in the modal
Steps — remind
1. Action → Send Task Reminder
2. Wait for the success toast — assignee (and related users) get a push
Steps — add notes
1. Action → Add Notes (wording may match the Action dropdown)
2. Type the note → Save
Tips
The sidebar badge on Manage Tasks shows incomplete tasks still due
Table Export is for a file of the current list — not the same as Export Data
Completing a task notifies the assigner and assignee via push