Tasks page

The Tasks page is the dedicated view for managing all your assigned documentation tasks in Document360. It lists every task assigned to you across all timeframes, covering three task types: Workflow, Feedback, and Review reminders. Unlike the Tasks card on the Overview page, which shows only the current week, the Tasks page gives you the complete picture with full filtering, search, and bulk action capabilities.

When to use the Tasks page

Use the Tasks page when you need to:

• Review all tasks assigned to you regardless of due date, not just this week's tasks.
• Apply advanced filters to find tasks by assignee, label, status, or a custom date range.
• Perform bulk actions such as updating the workflow status of multiple articles at once.
• Track tasks as an admin, including tasks assigned to other users or user groups.

For a quick daily check on this week's priority tasks, the Tasks card on the Overview page is a faster starting point.

Accessing the Tasks page

You can reach the Tasks page from two places in Document360.

From the left navigation bar

Hover over the Home () icon and click Tasks.

From the Overview page

1. Hover over the Home () icon and click Overview.
2. In the Tasks card, click View all.

Understanding task types

The Tasks page displays three task types. Each type reflects a different source of work assigned to you.

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.

Each task displays key details including the article title, task type, current status, due date, assigned users, labels, and last update information.

Task table

The Tasks page displays the following columns by default:

When you view the Snoozed section, two additional columns appear:

Managing your tasks

You can act on tasks directly from the list using hover actions, the More options menu, or checkbox selection for bulk actions.

Hover actions

When you hover over a task, two actions appear:

• Snooze (available for all task types): Postpone the task to Tomorrow (9 AM), Next week (Monday, 9 AM), or a custom date and time.
• One task-specific action:
  • Workflow tasks: Update workflow status
  • Feedback tasks: Manage feedback
  • Review reminder tasks: Mark as reviewed

More options menu ()

Click the More options icon to access additional actions per task type:

• Workflow tasks: Mark as done, Publish, Publish later, Add labels
• Review reminders: Publish, Publish later, Add labels

Selection actions

Select the checkbox next to an article name to access:

• Workflow tasks: Publish, Publish later, Update workflow status, Snooze, Add labels, Mark as done
• Feedback tasks: Snooze, Manage feedback
• Review reminders: Publish, Publish later, Snooze, Add labels, Mark as reviewed

Filtering and searching tasks

You can narrow the task list using task type tabs, column filters, the assignee filter, and the search bar.

Filter by task type

Click one or more tabs at the top of the list to filter by Workflow, Feedback, or Review reminder. You can select multiple task types at the same time.

Filter by column

Click the Filter icon to open the filter panel and apply the following filters:

Status

Filter tasks by their current status. The dropdown groups statuses by task 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

Due date (timeline)

Filter by when tasks are due:

• This week: Tasks due during the current calendar week (Sunday to Saturday)
• Today: Tasks due today, including tasks with no due date
• Overdue: Tasks with a past due date
• Custom date: Choose a specific due date

Labels

Use the Labels dropdown to filter tasks linked to articles with specific labels. You can select one or more labels.

Assigned by

Use the Assigned by dropdown to view tasks created by a specific user. This is useful when tracking tasks from a particular team member or source.

Last updated at

Use the Last updated at dropdown to filter tasks based on recent activity, helping you spot tasks updated recently or tasks that have not been touched for a while.

Last updated by

Use the Last updated by dropdown to filter tasks based on who made the most recent update.

Filter by assignee

Use the Assigned to me dropdown to filter tasks by who they are assigned to:

• Assigned to me: Displays only tasks assigned to you.
• Unassigned: Displays tasks with no assignee.
• Snoozed task: Displays tasks you 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 by team groups. (Admins only)

Search bar

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

Best practices

• Resolve overdue tasks before starting new work. Use the Overdue timeline filter at the start of each sprint to clear stale assignments before they block a release.
• Use the Assignee filter as an admin to check workload distribution across the team before assigning new tasks. Filtering by All users shows you who is under- or over-assigned.
• Snooze tasks you cannot address immediately rather than leaving them in the active list. Choose a realistic future date so the task resurfaces when you are ready to act on it.
• Combine task type and status filters to focus your view. For example, filter by Workflow + In review to see only articles currently waiting for your review sign-off.
• Use bulk Update workflow status when moving a batch of articles to the next stage together, such as at the end of a content sprint.
• Search by article name when you receive a notification about a specific article and want to locate its task quickly without scrolling.

FAQ