Working with Tasks

Keep track of the things that need to get done with tasks.   With the ability to give each task an assignee and due date, and plenty of ways to see your tasks, you can make sure nothing slips through the cracks in your project or team. 

Creating a task

Tasks are created on pages. For example, you might add tasks under action items on a meeting notes page, or in a project planning page - anywhere you need a lightweight task management solution. 

On this page:

To create a task:

  1. In the editor choose the Task list button or use the keyboard shortcut [  ] 
  2. Start typing your task - use @ to assign the task to someone or // to choose a due date. 

The first person you mention in a task is the assignee. You can mention more people in the task, but the first person mentioned will be the assignee - you can even assign tasks to yourself. 

Note: If you assign a task to someone who does not have permissions to view the page or space, they won't see the task. 

Keeping track of tasks

There are a number of ways to keep track of tasks assigned to you, or tasks you've created for others. 

On a page

The simplest way to see a task is on the page it was originally created on, for example in a meeting notes page. 

It is easy to see if a task is complete, who it is assigned to, and when it is due. If a task is nearing, or has passed its due date, the colour of the date will change (red for overdue, orange for due in the next 7 days). 

In your profile

The tasks page in your profile gives you a place to see all the tasks relevant to you in one place. Easily keep track of the status of tasks assigned to you, and tasks you've created and assigned to others.

To view the tasks page, go to Profile > Tasks

Use the filters to show tasks that were assigned to you or created by you and toggle between complete or incomplete tasks.

In a Task Report

If you're looking for a more custom view of tasks, the Task Report blueprint is a great way to track tasks assigned to a specific team or project. 

To create a task report:

  1. Choose Create > Task Report
  2. Select the type of report:
    • Assigned to my team for tasks assigned to particular people
    • In my project for tasks that appear in a specific space or page, or
    • Custom for a wide range of filtering options, including by date or page label. 
  3. Follow the prompts to create the report.

This blueprint uses the Task Report macro.  You can also choose to use this macro on an existing page, for example, on a project or team space homepage. See Task Report Macro for more about using this macro. 

Notes

  • The date picker can be triggered by typing // or by typing a date in the format dd/mm/yyyy or dd-mm-yyyy.  Typing other date formats in the editor will not trigger the date picker. 
  • Personal Tasks (created in the Workbox in older versions of Confluence) do not appear in the Tasks view or Task Report. To migrate any incomplete personal tasks, go to Workbox > Personal Tasks and follow the prompts.
  • The existing wiki markup based Tasklist Macro has been removed from the macro browser.  If you have a Tasklist macro on a page it will continue to work, but you will be unable to add new Tasklists using this macro.  

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