What is a Task?
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.
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
- create date
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 green 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.