Drill-down view for tasks

Updated by Victor Jespersen

In this article, you will find a more detailed explanation of the features within the breakdown view, detailed progress information, and a route to follow-up actions.

Completion percentage of the task

In the drill-down view of a task, you can see the completion percentage of the task for all recipients and a blue slidebar representing the completion percentage.

To the left of the blue slidebar, you can see how many recipients there are(in this case 40), how many of these recipients have the status Completed(In this case 2) for their task, as well as how many percent of the recipients has the status Completed(In this case 5%).

View progression for stores

Within the drill-down view, you can select each district to view each store under the district. You can see the current status of each store in the drill-down view to monitor the progression of all recipients.

If you want to view the upload made by the recipients, you can select the name of the user under each store.

If you want to read more about how to review a task from a recipient, You can find more information here.

Filter by recent updates to task

You can use these filters to view tasks that were update recently. These updates include New Uploads, New Approvals, and New Comments.

Filter by Status

You can use these filters to view tasks with specific statuses like Not started, Awaiting approval, Changes needed, and Completed.

View all uploads

You can select the View uploads button to view all uploaded files.

Search for a particular store or group.

Download all Images uploaded in tasks

Within a task, if you want to download all the uploaded images you can:

  1. Select the icon with three dots.
  2. Select Download all uploads (.zip).
  3. Wait for a new notification to be added to the bell icon.
  4. Select the bell icon once the notification has been sent.
  5. Select the notification stating Click here to start your download: (Name of task).

Advanced actions

In the break-down view, you can take advanced action by selecting the icon with three dots in the bottom right corner. The actions you can take are:

Remind all

You can send all recipients a reminder regarding the task. You can include a comment in the reminder, but it is optional.

Cancel

You can cancel the parent task which means that the task will be canceled for all recipients.

Create a copy

You can create a copy of the selected task and edit the details.

Export as CSV

You can download the entire drill-down view as a CSV file.

Export as XLSX

You can download the entire drill-down view as an Excel file.

Download all uploads (.zip)

You can download all images uploaded by recipients into a .zip folder.

Move to Done

You can set the parent task as status Completed. This will set the status of the task as Completed for all recipients.

Notify

You can send a notification to all recipients regarding changes made to the task. Notifications will not be sent to recipients automatically, so manual action will be needed to send notifications regarding a task.

Changing the name of the task

As the author of a task, you can select the name of the task in the drill-down view to rename the task. The name will be automatically updated and the new name will be displayed for all the recipients.

View details of the task

As an author of the task, you can select the View details button at the bottom of the drill-down view to edit the details of the task.

You can edit the task when viewing the details. The audience is the only thing you can't edit in an active task.
For more information about the task detail view when adding or editing tasks, click here.

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