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

Click the edit icon on the task.
The task opens with its current information filled in.
Change what you need — commonly the due date and time or the assigned team member.
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.