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Updating Task Progress

Task statuses are indicators reflecting the current state or progress of a task.

Boards allow you to easily see the current status of a task at a glance and add comments to update team members when a status changes.

Once you've made progress on your task, you'll want to update your team on its status.

Updating a Task Status

  1. Click the task's Status icon on the My Tasks page or the relevant asset page.

Shot status

A panel will appear on the right where you can write a comment, change the status, and attach a file.

Comment Panel

The Comment Panel is split into two tabs:

  • POST COMMENT
  • PUBLISH REVISION
  1. Add comments to provide updates or ask questions. Comments support the use of Markdown, which is a markup language used for formatting plain text in a simple, readable way. It allows users to add basic formatting elements such as headings, lists, bold and italic text, links and much more. For specific syntax, you can refer to the markdown guide website: Markdown Guide.

  2. Change the status (e.g., from "Ready" to "WIP") from the POST COMMENT tab.

Changing status

Status List

  1. Click Post to save changes.

You can edit your most recent comment by clicking the History button and selecting Edit.

Edit button

Tagging Team Members

You can also tag a team member in the comments to notify them directly. To do this, type @, which will open a submenu with a list of team members. Select the person you wish to notify, and upon submitting your comment, they will receive a notification.

Tag someone

You can also tag an entire department by typing '@' followed by the department's name.

Tag department

Adding Checklists

You can also add checklist items to keep track of miscellaneous items that don't warrant their own task. To add a checklist to your comments, click the Add checklist button. The first item of the checklist will appear.

Add checklist

Hit Enter or click the button again to add more checklist items, and give each one a name.

Checklist

Adding Attachments

To attach a file as a picture, click on the Add attachment button.

Add Attachment Simple

Select a file from your hard drive or paste a screenshot.

Attachment snapshot

Validate the attachment by clicking on Add file as attachment.

Changing Statuses In Bulk

You can also change the status for multiple tasks at once.

Select multiple shots or assets by pressing Ctrl / Cmd or Shift and select the tasks you wish to include.

Then, go to the action menu's Change status section.

Action menu status

Choose the new status for your selected tasks (1). You can also add a comment for all the selected tasks (2). Save the new status with the Confirm button.

Change status per batch

Metadata Column Sort By

Delete Comments

To delete a comment, click on the chevron icon in the top right corner and select Delete.