---
title: Managing tasks
slug: managing-tasks
createdAt: 2023-07-21T19:17:24.937Z
---

Tasks in ChartHop help you track whether an employee has taken a specific action or not such as completing a form or submitting an approval. 

Tasks are generated by [Reviews](https://docs.charthop.com/create-a-review), [Actions](https://docs.charthop.com/birthday-announcements), [Compensation Reviews ](https://docs.charthop.com/compensation-reviews)or [Scenario Approvals](https://docs.charthop.com/reviewing-an-approval-request-for-a-scenario). 

Users with the Owner, Technical owner, or `task:read` and `task:delete` permissions can use the Tasks page to manage all of the Tasks in your account.

To access the **Tasks** page: 

1. From the left sidebar, select **People Ops Tools.**
2. From the sub-menu, select **Tasks.**

On this page, you can:

- **View & Filter Tasks** 
- **Delete Tasks** 
- **Send Reminders for Incomplete Tasks**

![ChartHop Tasks Page](https://api.archbee.com/api/optimize/CXAjUAezd9VEEVQBIYmdw/M7t3nQtHeLUpNl-8mW_80_screenshot-2023-09-05-at-101942-am.png "Tasks Page")

## View and Filter Tasks

### View tasks

- Clicking the name of the task will redirect you to the associated form or scenario
- Clicking the column headers will sort the list of tasks

### Filter tasks

Select one of the filters above the table to refine your list

![Tasks filters](https://lh4.googleusercontent.com/Qv0iONEBO3q0UhXCoFvsjfO53PfuA1WqwVKSaRPp8GgmI-WDyj97tE9yaa0SlGktDrFa3wcZUGZ4DbSsPIfSC9eL1_KiKlODeQTxImRue7gOXlLX7_TpMXQWboDJGvqPtr53Ot7VErGv_4ZtJYApI0A "Tasks filters")

**By Status**

| **Status** | **Description**                                                                                                                                                        |
| ---------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| All        | All of the below statuses                                                                                                                                              |
| Pending    | The action requested by the task has not yet been completed                                                                                                            |
| Done       | The action requested by the task has been completed                                                                                                                    |
| Skipped    | The task has been skipped and therefore will not be completed.                                                                                                         |
| Expired    | The task was not completed, and no longer can be completed because of time limits or action taken by an admin<br />*For example, the compensation review has closed.*  |

**By who the task is "Assigned to"**

This is the person who is responsible for completing the task.&#x20;

*For example, if David needs to fill out a peer review for Sherry then David would be listed here.&#xA0;*



**Filter by who the task is "Assigned for"**

This is the person who the task is about.&#x20;

*For example, if David needs to fill out a peer review for Sherry then Sherry would be listed here.&#xA0;*

This will be blank if the task is not for a specific person.&#x20;


::Image[]{src="https://api.archbee.com/api/optimize/zxjhb7-DqnuzAP-lru1l3-ZdF1_7_dI52SVAPRzYFdW-20250819-012031.png" size="86" width="1314" height="876" position="center" showCaption="false"}

## Reassign Tasks 

If you have a task that needs to be completed by for example, a new manager, you can reassign it to any users.&#x20;

**Only certainly tasks can be reassigned:&#x20;**

The tasks must be `Pending` and one of the following types:

- Submit Form&#x20;
- Time off approval
- [Signatures](docId:-APezeKDHAACHAZcCuAem) - *The signature request will be updated with the new person*
- [Tasks created by actions](docId:6k2uHP22MlgnhaOvzQ0yX)

**Notably not supported are:**

- Form response approvals
- Form response resubmissions (after changes are requested)
- Scenario approvals
- Comp review approvals.



## Delete Tasks 

1. Select the checkmarks on the left side of the page to select tasks that you want to delete. 
2. Click the **Delete** action at the option at the top of the page
3. Confirm that you want to delete the tasks.



## Send reminders for incomplete tasks

1. Select the checkmarks on the left side of the page to select taks that you want to send reminders for.
   *Note: you cannot send reminders for tasks that are Complete.*
2. Click the **Send reminder&#x20;**&#x61;ction at the option at the top of the page
3. Add in a custom message to include with the reminder.
4. Click “Send Reminder” to send.

![Delete or send reminders for tasks](https://lh4.googleusercontent.com/GyDACwGyETWDLU_ZK3kgvSdZwXNwqxD7mqVT-ZoyMoEsbg1eJw90XlkgQShlAX-6UOy7z4-kHmPyqFPRJ6lHOR4-y-VBfzoD5FUnE6LE503qISZqK4W_TUUSoUgFwryw3FUPdOrb7kkMzWBhHA8_lvo "Bulk actions for tasks")