Click on an individual Task in a list to see the details in the Drawer.You can update any relevant fields, such as the Assignee, Delegator, Due Date, Status, Job, Category and you can add further information to the Task Details. If needed, you can set the Assignee to "Unassigned".
You can also add Comments (refer to Adding Comments and Notifying Team Members).
You can also select multiple tasks and use Bulk Update to update the Due Date and/or the Status for more than one selected task at a time. Refer to Bulk Updating of Filing Details.
If you are the creator of the task, or an FYI administrator, you can delete a task by clicking the Delete.
Where a task has been created for a document or email, you can click the Preview pane for the task to preview the associated document. The name displays in the Document field of the task Drawer and clicking this opens the filing fields of the relevant document in the Drawer. When this is displayed, to redisplay the task, click the Task link in the details of the associated document.
When the Status of a task is marked as Complete, an email is sent to notify the original delegator and the task list in FYI is updated.