Tasks Page

Tasks is a page in Filevine that lists all of a user’s uncompleted tasks across all projects. Use this page to stay on top of your workload and keep track of your tasks. You can mark tasks complete, reassign them, or alter their due dates from the Tasks page.

Tip

An updated version of the task page is available. To learn more, read the New Feed, Activity, and Tasks article.

What is a Task?

In Filevine, a task is a type of item in the Activity Feed of a project. A task includes an editable assignee and due date link.

The Task List

The task page displays a list of the incomplete tasks assigned to you across all your projects. The Task List can be found by clicking on the main menu in the top left corner of Filevine and selecting Tasks.

By default, the task list will be incomplete tasks that are overdue or are due today. Toggle between On or Before Today, Next 7 Days, and Next 30 Days to see the described ranges. Use the filter on the right of the page to increase or customize the range. To see all of your incomplete tasks, click the x next to the filter tag.

More Filtering

For more filtering options, click on the “Filter” dropdown menu in the top right corner. Tasks can be filtered by:

• a custom due date range
• creator
• assigner
• create date
• tags

Marking Tasks Complete

Click on a task to expand it and view the assignee and due date (and click again to close it). Use the “Assigned to” and “Set for” dropdowns to reassign the task or change the due date. 

To mark a task complete, expand the task and click on the checkmark next to the due date. The task will be marked complete and will be removed from your Tasks page. It will still appear in the activity of the project, and the date and time the task was completed will be logged and available in reports.