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Video Tutorial

This article will guide you through the process of navigating the task management interface under the “Manage” section. Step 1: Start by clicking on the “Task” option. This will display a list of tasks, which could be manually created or automatically generated from a note-taking meeting. Tasks list with tabs, filters, and the + Add Task button Step 2: Look for the gear icon next to Tasks. This icon is used to manage status templates. Manage status templates window with statuses and per-status actions Step 3: Here, you’re able to manage all the statuses. You’re free to change the color of the status, delete it, or rename it. Manage status templates window with statuses and per-status actions Manage status templates window with statuses and per-status actions Step 4: After making changes, remember to hit the save button. Manage status templates window with statuses and per-status actions Tasks list with tabs, filters, and the + Add Task button Step 5: Click on All Tasks to view all tasks, regardless of their assignment. Tasks list with tabs, filters, and the + Add Task button Step 6: To view tasks assigned to you, click on My Tasks. Tasks list with tabs, filters, and the + Add Task button Step 7: Tasks that have passed their due date will be found under My Overdue. Tasks list with tabs, filters, and the + Add Task button Step 8: Tasks within the organization are located under Internal, while tasks outside the organization are under External. Tasks list with tabs, filters, and the + Add Task button Tasks list with tabs, filters, and the + Add Task button Step 9: Tasks can also be displayed based on their status: open, done, or archived. They can also be displayed based on all accounts or just your book. Tasks list with tabs, filters, and the + Add Task button Tasks list with tabs, filters, and the + Add Task button Tasks list with tabs, filters, and the + Add Task button Tasks list with tabs, filters, and the + Add Task button Step 10: To manually add a new task, use the Add Task icon. Tasks list with tabs, filters, and the + Add Task button Step 11: Use the filters to sort through the account type, title tags, etc.

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Bulk Updating Tasks

Bulk edit: selected rows with the Select field to edit dropdown To edit multiple tasks at once, select rows and use the editor in the footer of the task list. The flow mirrors bulk updating accounts.

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Selecting tasks

You have two ways to select rows:
  • Tick individual checkboxes — the update applies to exactly the rows you ticked.
  • Tick the checkbox in the column header — this selects every task matching the current tab and filter, not just the rows loaded on screen. The footer shows All N matching selected.
After a select-all, you can untick individual rows to exclude them from the update. You can exclude up to 200 rows this way; if you need to exclude more, narrow the filter instead. Changing the filter clears an all-matching selection, while individually ticked rows survive a filter change. Click the X on the footer bar at any time to clear your selection.

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Applying the update

  1. In the footer, open the Select field to edit… dropdown. You can type in the search box to quickly find the field you need.
  2. Choose the field and enter the new value. You can bulk edit Due Date, Start Date, Priority, Assignee, Description, Status, and Tags, as well as most task custom fields. Title can’t be bulk edited; rename tasks individually.
  3. Click Apply to Selected. A confirmation dialog opens with a preview of how many tasks the update will change. Click Start bulk update to begin.
The update runs in the background. A progress pill in the footer shows the field being updated and how many tasks have been processed. When the run finishes, a toast summarizes how many tasks were updated, skipped, or failed. A few field-specific behaviors:
  • Unassigning: clear the assignee editor and apply to remove the current assignees. Removed assignees stay on the task as followers.
  • Date order: a task’s start date must not be after its due date. If a new start or due date would break that order for a task, that task is skipped and the reason appears in the downloadable results.
  • Description: must contain text; a bulk update can’t clear it.
A few custom fields are view-only in bulk edit — for example, fields that link a task to an account or an external contact. Edit those on the individual task instead.

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Sorting the Task List

Click any column header to sort the list by that column; click again to reverse the order. This works for standard columns (due date, status, account) and for any custom-field columns your admin has added to tasks.
To show task custom fields as columns, open the Customize menu on the Tasks page and use Select Fields to Display to pick which fields appear in the table.
Open a task and click the share icon (tooltip: Copy Link). A direct link to that exact task is copied to your clipboard — paste it in Slack, an email, or anywhere else. Anyone in your Statisfy organization who opens the link lands directly on that task.

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Saving Task Views

The Tasks page supports saved views, just like Accounts: set up your filters and columns, then save them as a view you can switch back to any time from the view selector. See Creating a New View — the same steps apply here.

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Discarding Tasks

To discard a task, set it to an appropriate status rather than deleting it — a done-type status for finished work, or an invalid-type status for tasks that shouldn’t have been created (Completed and Invalid in the default status list; your organization or project may use different names). Both clear the task from your open-task views while preserving history, and you can bulk-select tasks to update many at once. The available statuses are customisable under status templates. If you need a large historical backlog cleared in one go (for example, before adopting tasks as a team), contact your Statisfy team and they can run a bulk cleanup for you.