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The Tasks page provides a dedicated view of your assigned documentation tasks. It includes Workflow, Feedback, and Review reminder tasks. You can perform quick actions directly from the task list or open the associated article.

Task management interface showing various workflow statuses and due dates for documents.

The standalone Tasks page lists all tasks assigned to you, regardless of timeframe. You can filter tasks by due date using the Filter icon. The Tasks card on the Overview page, however, displays only tasks due Today, This week, Overdue, and Snoozed for the current week.

NOTE
If you previously used the Workflow assignment page (sometimes referred to as the Workflows page), this functionality is now part of the Tasks card on the Overview page. The button for the Workflow assignment page has been removed.

Accessing the Recent page

You can access the Tasks page from multiple places in Document360. You can access it from:

The left navigation bar
The Overview page

Left navigation bar

Overview page

To access the Recent page from the left navigation bar, hover over the Home () icon and click Tasks.

Document360 interface showing tasks, categories, and options for article creation.

Hover over the Home () icon and click Overview to navigate to the Overview page.
In the Tasks card, click View all.

Task management interface showing tasks assigned to Parker with a 'View all' option.

This method is applicable if you are already on the Overview page.

Understanding task types

The following task types are displayed:

Workflow tasks – Articles in which you are assigned any workflow status.
Feedback tasks – Reader feedback and No search result feedback for articles, and Answered or Unanswered query feedback for Eddy AI, all assigned to you from the Feedback manager.
Review reminders – Articles marked as Needs review for which you are a contributor.

NOTE
Tasks without a due date are listed under Today by default. A hyphen is shown in the due date column, and a tooltip indicates that the task has no due date.

Each task displays the article title, task type, status, due date, and assignee.

Managing your tasks

To access quick actions, hover over a task, use the More options menu, or select the checkbox next to the article name.

Using hover actions

Task management interface showing overdue items and assigned users for workflow tasks.

When you hover over a task, the following two actions are displayed:

Snooze (available for all task types)
You can postpone the task by choosing one of the following options:
Tomorrow (9 AM), Next week (Monday, 9 AM), or a custom date and time.
One task-specific action:

Accessing more options (⋯)

Task management interface showing overdue items and publishing options for documents.

Click the More options icon to access all available actions:

Workflow tasks: Publish & Publish later.
Review reminder tasks: Publish & Publish later.

Performing checkbox actions

Task management interface showing options to publish, update status, and add labels.

When you select the checkbox next to a task, the following actions are available:

Workflow tasks: Publish, Publish later, Update workflow status, Snooze, Add labels.
Feedback tasks: Snooze & Manage feedback.
Review reminder tasks: Publish, Publish later, Snooze, Add labels, Mark as reviewed.

NOTE
If your article is marked as Needs review and is Published, the task will appear in the list, but the Publish and Publish later actions will not be shown.

If you select multiple tasks, you’ll see only the actions common to all selected task types.

Filtering and searching tasks

You can refine your task list using filters and the search bar.

Filter based on task type

Select one or more task types (Workflow, Feedback, or Review reminder) by clicking the tabs at the top of the list.

Filter based on timeline (via Due date filter)

Task management interface showing filters for due dates and task statuses.

You can apply timeline filters from the Due date dropdown inside the Filter icon:

This week – Tasks due during the current calendar week (Sunday to Saturday).
Today – Tasks due today or with no due date.
Overdue – Tasks with a past due date.
Custom date – Choose a specific due date.

NOTE
Tasks assigned to you without a due date will automatically appear as due today. These tasks will remain on today’s list and will not be marked as overdue.

Filter based on status

Task management interface displaying document statuses and filter options for workflow organization.

Filter tasks by status. The dropdown includes status options for all task types, grouped and separated by type:

Workflow tasks – Statuses defined in the Workflow Designer (e.g., Draft, In review).
Feedback tasks – Open, Planned, In Progress.
Review reminder tasks – Needs review.

Filter based on assignee

Task management interface showing assigned tasks and user options for filtering.

Filter tasks based on who they are assigned to. Use the Assigned to me dropdown to choose from the following options:

Assigned to me – Displays only tasks assigned to you.
Unassigned – Displays tasks that do not have an assignee.
Snoozed task – Displays tasks that I have snoozed.
All users – Displays tasks assigned to all users. (Admins only)
Specific users – Select one or more users from the list. (Admins only)
Groups – Switch to the Groups tab to filter tasks by team groups. (Admins only)

NOTE
Admins can view and manage tasks assigned to any user or group and can also filter unassigned tasks. However, they cannot snooze tasks assigned to others or view tasks snoozed by others.
Regular users can only view and manage tasks assigned to themselves.

Filter using search bar

Task management interface showing article review reminders and search functionality.

Use the search bar to find tasks by article name. The search runs in real time and matches both partial and complete titles.

Old content

Document360 enables you to manage and assign workflow statuses to team members directly from the editor. This feature streamlines the documentation process by providing clear visibility and control over each stage of an article's lifecycle.

Assign an article to a team member

Navigate to the desired article from the {{glossary.Knowledge base portal}}.
Click the workflow status dropdown on the top right corner of your editor.
Hover over the desired status and click the Assign owner () icon.
Select the appropriate team member and click () to assign.
Assigned team member will receive a notification email.
NOTE
A single team member can be assigned to multiple workflow statuses in an article, but multiple members cannot be assigned to a single workflow status.
To remove an assignee, hover over the team member's name and click the (x) icon.
Click the Set due dates () icon to select the desired due date.
Click the status again to add any necessary comments (optional). Use the @ command to tag your team members and notify them regarding the updated workflow status.
Click Set status to complete the workflow assignment.

Workflow assignments overview

The Workflow assignments overview page gives a bird’s eye view of the articles/category pages available on the selected version and language of the knowledge base project. The articles that assigned information to the team account’s profile are available.

Navigate to {{variable.Documentation}} () in the left navigation bar in the {{variable.Knowledge base portal}}.
In the left navigation pane, navigate to Workflow assignments.
Team accounts can view the number of articles/category pages in each workflow status at any given point in time along with the due date and workflow status. You can also view the articles that are assigned to you from the left navigation menu.

Managing workflow assignment