Update and track tasks

Update task status and details as work progresses so your team has a current view of what is complete and what still needs attention. You must have Editor permissions or higher on the board to update tasks.

Update task status

1. Open Tasks:
   • In Fusion: Click Tasks on the left side of the window.
   • In the Fusion web client: Click Tasks at the top right of the window.
2. Open the board that contains the task, or go to My active tasks.
3. Click the task you want to update.
4. In the task details panel, click the Status box.
5. Select a new status: To Do, Backlog, or In Progress.

Edit task details

1. Open the board or go to My active tasks and click the task.
2. In the task details panel, update any fields: title, description, due date, priority, assignee, or linked document.

Changes save automatically when you click outside a field.

Filter and sort the task list

Use filters to focus on the tasks most relevant to you.

1. Open a board or go to My active tasks.
2. Click Filter and select one or more criteria: assignee, status, priority, due date, or board.
3. To sort the list, click a column header such as Due date or Priority.

Delete a task

Both board admins and editors can delete tasks.

1. Open the board that contains the task.
2. Click the task to open it.
3. In the task details panel, click More options (···).
4. Click Delete, then confirm.