---
title: How To Complete, View, Edit, And Delete Tasks
description: View tasks by due today, upcoming, and overdue in Exterio. Edit due dates, reassign to team members, mark tasks done, and delete tasks you no longer need.
---
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# How To Complete, View, Edit, And Delete Tasks
Once tasks exist, this is how you work them — find what's due, adjust or reassign, mark work done, and remove tasks that are no longer needed.
### When you'd use it
- Starting your day and want to see what's due
- A homeowner reschedules and the due date needs to move
- A rep is out and their tasks need to go to someone else
- You finished the work and want it off your list
### Before you start
What you can see and do depends on your user permissions. Some users see only their own tasks; others see the whole company's. Delete access is also permission-based — if you don't see the delete option, your admin controls that.
### Viewing tasks
**From your dashboard (most common):**
Go to the **My Tasks** tab on your dashboard. It splits your tasks into:
- **Due today**
- **Upcoming**
- **Overdue**
This is the view to start your day in.
**From the Tasks page:**
Click **Tasks** in the left-hand menu. Depending on your access, this shows tasks assigned to you or to the entire company.
**From a project:**
Open the project and go to the **Tasks** tab to see every task tied to that job.
### Editing or reassigning a task
1. Click the **edit** icon on the task.
2. The task opens with its current information filled in.
3. Change what you need — commonly the **due date and time** or the **assigned team member**.
4. Save.
Reassigning is done here. There's no separate reassign action — change the assignee in the edit view.
### Completing a task
Click the **Mark as Done** icon. That's it.
You can do this from anywhere the task appears — your dashboard, the Tasks page, or the project. Once marked done, the task drops off your to-do list.
### Deleting a task
In the edit view, the delete option is in the **bottom left corner**. Availability depends on your permissions.
### Tips and gotchas
- **Complete, don't delete.** These are not the same thing. Completing a task records that the work was done and keeps the history on the project. Deleting removes it as though it never existed.
- Delete only when a task was created in error or is genuinely no longer relevant — a duplicate, or a task for a job that got cancelled. If the work actually happened, mark it done.
- **Deleting a required task removes the gate.** If a task was marked required, it's blocking the project's stage from advancing. Deleting it clears that block without the work being done. Make sure that's what you intend.
- **Overdue is a signal, not a failure.** The overdue bucket on your dashboard is the most useful part of the view. If tasks are consistently landing there, either due dates are being set unrealistically or the assignment isn't reaching the right person.
- **Reassign rather than recreate.** When someone's out, edit the existing task and change the assignee. Creating a duplicate and deleting the original loses whatever history the task carried.
- **Check the assignee before you edit the date.** If you're moving a due date because someone can't get to it, the real fix is often reassignment.
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