Introduction
As a new hire or existing team member, your Tasks Page contains the list of things that have been assigned to you to complete for yourself or on behalf of others. As the assignee, you have the ability to search, filter, and complete your tasks.
This article covers the following topics:
Where to view your tasks
To view your tasks within Sapling, go to Home > Tasks. From there, you can search for specific tasks or use the filters to view groups of tasks (like what's completed vs still to do).
Depending on your organization's integrations with Sapling, you may also be able to view your tasks in Slack, Jira, Asana, ServiceNow, or other work tools.
How to complete tasks
You can complete tasks by clicking 'Mark complete' (you can also mark a completed task incomplete).
Some tasks are built from subtasks: complete each subtask by ticking the checkbox next to each. When all subtasks are completed, the entire task will be automatically completed.
On the go and need to complete tasks from your phone? You can log into your Sapling account via your mobile device's browser and easily view and complete all tasks assigned to you also in the "Tasks" section of your home page.
Alternatively, you can view and complete your tasks directly from our task management integration partners: Asana, Jira, ServiceNow, or Slack. All tasks completed in any of these platforms will also be completed in Sapling. However, the integrations would need to be enabled by the Sapling Admin.
If you're an admin, please review the integration guides for step-by-step instructions on how to set those up!
Pro Tips 💡
- For an overview of all your upcoming task due dates, you can view tasks straight from your preferred Calendar using Sapling's calendar integration.