Tasks give you the ability to create assignments, to which you can assign to yourself or others with a corresponding due date, that need to be completed.
Within this article, we will go over:
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Creating a task
1) At the top left hand side of your screen, select the Inbox tab
2) Within the Inbox tab, select the Tasks tab within the secondary side bar
3) Select the Add a task field and enter in the task you need completed, then press Enter (on your keyboard) to save the task
4)Next, select Set assignee and include the team member you would like to assign this to
5) Click on the Set due date button and choose when this task should be completed by
If you are assigning the task to someone else, this is what they will see in their Task tab:
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Editing/Deleting a task
1) At the top left hand side of your screen, select the Inbox tab
2) Within the Inbox tab, select the Tasks tab within the secondary side bar
3) Hover over the task you would like to edit/delete until you see the edit icon populate and select Edit
4) You will now be able to edit the task field. You can also select the delete icon if you would like to remove this task
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Viewing tasks
1) At the top left hand side of your screen, select the Inbox tab
2) Within the Inbox tab, select the Tasks tab within the secondary side bar
3) You will be able to view tasks assigned to you within the Task tab and the Activity Tab
Task tab | ![]() |
Activity Tab | ![]() |
4) If you would like to view Completed tasks, select the Completed button. All tasks assigned to you that have been completed will populate below
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Completing tasks
1) At the top left hand side of your screen, select the Inbox tab
2) Within the Inbox tab, select the Tasks tab within the secondary side bar
3) Hover over the task you would like to complete and select the icon to complete it
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We hope this was helpful! If you have any questions or need further assistance, please contact us at support@pathlight.com.