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.

1. Go to Manage Tasks

2. Set the Date Range (filters by due date)

3. Search, filter columns, or Export the table if needed

• Super Admin / Admin — all tasks in range

• Other users — tasks assigned to them or that they assigned

• 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)

1. Find the task

2. Action → Mark As Complete

3. Confirm in the modal

1. Action → Send Task Reminder

2. Wait for the success toast — assignee (and related users) get a push

1. Action → Add Notes (wording may match the Action dropdown)

2. Type the note → Save

• 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