You can manage your personal tasks in the notification-and-task dialog, known as the Confluence 'workbox', which drops down when you choose the icon  in the Confluence page header.

You can also create a list of tasks on a page, and assign them to your colleagues via @mention. Changes made in the workbox are reflected in the task list on the page, and changes made on the page are reflected in the workbox too.

There are a few ways that you and other people can assign tasks to you:

  • You can add a personal task via the workbox.
  • You can add a notification to your task list, via the notification workbox. This is useful if you want to get back to it later.
  • Someone can assign you a task from a task list on a Confluence page.
  • Other Confluence actions may create a task for you. For example, your Confluence site may be running a plugin that creates and assigns tasks.

On this page:

Related pages:

Managing your personal tasks in the workbox

The workbox displays your notifications and your personal tasks in separate tabs. The task tab shows the tasks assigned to you. When you update a task that originated in a task list on a page, the update is reflected in the task list too.

Screenshot: Your personal tasks in the workbox


To manage your tasks:

  1. Choose the workbox icon  in the Confluence page header.
    • You can use the keyboard shortcut: Type g then n. (When in the Confluence editor, click outside the editor pane before pressing the keyboard shortcut keys.)
    • The icon indicates the number of unread notifications.
  2. Choose the personal tasks icon:
  3. To add a task and assign it to yourself, type the task summary in the text box and choose Add task.
  4. To prioritise tasks, drag and drop them into your chosen order. (Click a task, hold down your mouse button to drag the task into position, then release the mouse button.) 
  5. To complete a task, or mark it as incomplete, choose the check box next to the task.
  6. To add notes to a task and see further information (for example, a related page) choose the task item. The task details dialog will open.
  7. To see the tasks that are marked as complete, choose View completed.

Adding your notifications to your task list

You can flag a notification as a task. This is useful if you want to take action on the notification later.

To add a notification to your task list:

  1. Choose the workbox icon  in the Confluence page header.
    • You can use the keyboard shortcut: Type g then n. (When in the Confluence editor, click outside the editor pane before pressing the keyboard shortcut keys.)
    • The icon above shows that you have 3 unread notifications.

  2. Choose the notifications icon:
  3. Choose the notification that you want to add to your task list. The notification details dialog will open.
  4. Choose the 'add task' icon  to add this notification to your tasks. The notification will remain in the notification list too.

See Managing Notifications in Confluence for a full description of notifications.

Screenshot: The notification details dialog


Creating task lists and managing tasks on a page

Task lists on a page are useful for assigning and managing tasks in a team.

To add a task list on a page:

  1. Edit the page.
  2. Choose the task-list icon  in the editor toolbar, or press [ and then ] on your keyboard.
  3. Type the description of the task.
  4. If you want to assign a task to someone, type '@' and the person's name in the task description. (For more information about @mentions, see Using Mentions.) That person will receive a notification, and the task will appear in their personal task list in the workbox. If you @mention yourself, the task will appear in your personal task list.
  5. To end the list, press Enter twice.

Keyboard shortcuts:

  • To add a task list, press press [ and then ] on your keyboard.
  • To indent a task, press Tab.
  • To undo an indent, press Shift+Tab.

Managing tasks on a page:

  • When viewing a page, you and other viewers can mark tasks as complete or incomplete. Updates to a task on the page will be transferred to the workbox too. (See above.)
  • To be able to update a task list when in view mode, you need permission to edit the page:

What if the update fails?

This section describes what you should do if Confluence displays an error message saying that your change to a task list could not be saved. The cause is probably one of the following:

  • Your session has expired. Resolution: Log in and update the task list again.
  • You do not have permission to update the task list. Resolution: Check your permissions. You need 'Create page' permission in the space. Please check also that there are no page restrictions that prevent you from editing the page.
  • The network is down. Resolution: Please try again when the network is available.

Screenshot: A task list on a page

Managing tasks with Confluence mobile

You can view and manage your tasks on your phone or other mobile device too. See Using Confluence on a Mobile Device for more about mobile platforms.

MobileTasks

Notes

  • Administrators can enable and disable the workbox on your Confluence site. They can also connect a JIRA site or another Confluence site, so that notifications from those sites appear in your workbox too. See Configuring Workbox Notifications.
  • The Confluence workbox is provided by a set of plugins. To remove the personal notifications and tasks functionality from your site, you can disable the following plugins. See Disabling or Enabling a Plugin for instructions. Disabling these plugins will disable the entire workbox . It is not possible to disable only tasks or only notifications:
    • Workbox - Common Plugin
    • Workbox - Host Plugin
    • Workbox - Confluence Provider Plugin
  • If you want to re-enable the plugins, do so in the following order: Common Plugin, Host Plugin, Confluence Provider Plugin.
  • There is no option to disable the workbox for an individual user.

  • The workbox is not available in clustered environments. The plugin will be installed and enabled, but it will detect that the site is in clustered mode and will not display the dialog.

  • Completed tasks in the workbox are automatically deleted after 7 days.
  • You cannot disable the functionality that provides task lists on a page.
  • There is no link between the tasks in a Tasklist Macro and the tasks described above. The tasks from the macro do not appear in the workbox.

59 Comments

  1. Sascha Picchiantano

    I would love to see a little enhancement to this. Often, task lists are built using tables. Like this:

    Topic / ProjektTask DescriptionWho
    Project 1Prepare documents for releaseSascha
    Project 2Enhance coffee machine's output amountJim

    With the current implementation, I would have to use a Confluence task in the "Task Description" field and @mention the person responsible for the task in the very same field - just to make sure the task popping up in his WorkBox has a meaningful description. So I have a redundant placement of the person's name (in Task Description and "Who"). I could get rid of the Who field but that affects readability of the whole thing.

    What I am trying to say is it would be awesome if the task feature could be spread across multiple table cells.

     

  2. Rodney Hughes

    I am still frustrated that we still don't have a fully usable Tasklist

    1. Need a free text field:  https://confluence.atlassian.com/display/DOC/Tasklist+Macro?focusedCommentId=302812813#comment-302812813 - we need to be able to add explanatory notes and links to other pages etc - a single line 'title' of the task is insufficient - imagine if the software developers were given a task named "improve TaskList macro"
    2. Need a due date : https://confluence.atlassian.com/display/DOC/Tasklist+Macro?focusedCommentId=302812811#comment-302812811 this is a suggestion made by someone else way back in 2006!!!  Shouldn't be hard since there is already two date fields in the macro - just need a third
    3. Sorting should not be a Page history change: https://confluence.atlassian.com/display/DOC/Tasklist+Macro?focusedCommentId=302812810#comment-302812810

    At the moment I see nothing in the above description addressing any of these

    I admit I am only using 4.2.12 but I haven't seen any inclusion of these long standing typical task features

    Dare I say that even Microsoft Outlook Tasks has these features!!

    1. Sascha Picchiantano

      I agree with Rodney. While I think he is talking about the legacy task macro, the new task system could use some "beefing up". I get it's the first and initial release so I am hoping to see some of these features in the future.

    2. Sherif Mansour

      Hi Rodney,

      Thanks for the feature requests! Bare in mind that this is our first version of tasks. We put it out there to get feedback and work out what direction we should head. So like everything in Confluence, we hope to improve on them in future versions.  These feature requests, however, are better raised in our feature request tracker http://jira.atlassian.com (for more info see Creating a Feature Request).  For your specific features:

      1. Interesting, thanks for the request. How would you expect to add this from a page? We've tried to be flexible as much as possible when creating tasks in the free-form nature of pages, so they are really light-weight. 
        I've raised some requests for you: CONF-26882, CONF-26883.
      2. We already have a feature request for due dates: CONF-26696

       

      1. Rodney Hughes

        Hi Sherif

        sorry to say but you are sadly mistaken ...   (sad)

        Not sure exactly when TaskList macro started (I've only been using for 2 years starting with V3.3 and it was certainly available from the start then) but the request to add due dates has been around since 2006!! 

        If you follow the link in my point 2 above, you will see there is a link to CONF-7371 - Getting issue details... STATUS which was created by someone on 24th Nov 2006 !!!!

        More than six years to get some 'feedback' is probably long enough.  Since I first started on v3.3

        Confluence Latest
        Confluence 4.3.x
        Confluence 4.2.x
        Confluence 4.1.x
        Confluence 4.0.x
        Confluence 3.5.x
        Confluence 3.4.x
        Confluence 3.3.x

        So how many "future versions" does it take to create a third date field (you already have two)

        How many "future versions" does it take to add a second text field (the title is a free text field effectively.)

        Here is a line of "Edit-view code" on a page I have with a TaskList macro on it already

        •  ||Completed||Priority||Locked||CreatedDate||CompletedDate||Assignee||Name||
        •  |F|M|F|1345283413379| |rodney.hughes|investigate the .........|

         

        So why can't you modify the macro to have

        • ||Completed||Priority||Locked||CreatedDate||CompletedDate||Assignee||Name||DueDate||Comments||
        • |F|M|F|1345283413379| |rodney.hughes|investigate the .........||1365283413379||this has been around too long - refer web page http//:www.alpha    and this file on the main server fred.doc|

        Doesn't seem that difficult to me - even if only one person wanted it .....

         

        As for how does it appear on the page - well - exactly as equivalent things do now! (I am using 4.2.12 on the corporate download version and I also have a private on demand system)

        I navigate to the page, if I want to add a task I start typing the title.  If I want to edit it in anyway I use the drop arrow to open the task - - what I need is two more lines - a due date line

        refer this jpg of the current screen with the two extra bits:

         

        If you guys would take th e"10-minutes" to modify the maxcro instead of the hours telling us that it might be considered in the future .....

         

        And form our perspective - we don't need JIRA for our industry association - we are a body of knowledge and our tasks are very simply

        Task: Add Due Date and Freetext comments field

        Assignee:  Atlassian

        Due Date : 1st Nov 2012

        Priority:  High

        Description/Comments/Notes:   refer CONF-7371 - Getting issue details... STATUS   and Re: Managing Tasks in Confluence

         

         

        1. Sherif Mansour

          Thanks, Rodney. I am aware of this, sorry about the mix up, I thought you were referring to due dates for the new inline tasks feature.

          1. Rodney Hughes

            so can it be done???????

            soon???????????????????????????????????????????????????????????????

            1. Sherif Mansour

              It's not on our roadmap right now. Given that it's been open for that many years with little demand, I can't let you know when/if it would be. 

              1. Rodney Hughes

                Oh, come on ..... you are assuming that everyone knew it was there to vote on - I only found out about new work proposals about 6 months ago (having been using Confluence for two years now) and only tweaked to Voting 4 months ago.  I have been putting comments into various pages of documentation, but not on the JIRA work list equivalent.

                If you look at the individual history of comments on the documentation pages of TaskList macro in each release of Confluence you will find dozens of references to wanting a due date - none of which flag in JIRA roadmap management tool - just like this conversation is quite detailed but doesn't specifically show in JIRA so any of your team reviewing priority list in JIRA would not even notice it was there

                http://en.wikipedia.org/wiki/Task_%28project_management%29 :  "In project management, a task is an activity that needs to be accomplished within a defined period of time or by a deadline"

                So unless your Tasklist defines the deadline, it cannot be a list of tasks !

                As I said in one of my pleading on this in another post/version..., a Task without a due date is just a random 'note to self/someone'  - just like the JIRA listing - it is an IDEA but it is not a TASK simply BECAUSE it has no due date so it will never get done.

                It is just SO logical that tasks must be done by a certain date, it is frustrating that we have to go through all this to specify it.  Remember that most of the world's experience of tools for managing tasks is Outlook Tasks which has such dates.  It therefore eludes me why your original developers didn't just do it straight up, but sometimes the obvious is not so obvious.

                I understand it is not on your roadmap -it is such a simple thing to do, it shouldn't appear there for more than a day anyway ....

                SO, when it it not just going to get on the road map but more importantly when it is it going to get done ....???????????????

                1. Sascha Picchiantano

                  I think the two of you are talking about different things here. @Rodney, you are talking about the old, legacy task list macro (which this page is not about, by the way). And Sahrif is trying to tell you about the all new Tasks feature that has been introduced in 4.3. Both are completely different systems.

                  The old (legacy) tasklist macro is dead. It's been replaced by a new system in 4.3. The new system does not have due dates (yet) either, but as Sharif mentioned above, it's the very first iteration of the new system and it's likely to grow in terms of feature set. The new Tasks systems looks and feels as if it were an integral part of Confluence (just look at the WorkBox feature, that integrates tasks).

                  My advice to you would be to upgrade to 4.3 and check it out. And create proper feature reques tickets instead of posting to these comment threads. As you can see, your requests in these threads do not get the right attention. 

                  1. Rodney Hughes

                    Thanks Sascha- all that is understood

                    but the point is

                    1. a Task in any system is not a Task unless it has a due date!
                    2. assigning a task to someone as just a title with no field to put explanatory notes and links is fundamentally useless (from the above, looks like a comments dialogue is now available (tick))
                    3. Atlassian have been told since 2006 that a due date is required
                    4. The top of this page says it is documentation for Confluence V5 so even if my organisation chose to upgrade to V4.3 we still have a Task thing that does not work and V5 would also miss out
                    5. Evidently they missed the opportunity when recoding for V4.3 or V5 Tasks to listen to their user base and address the fundamental problem of no Due Date .

                    FYI I did try to post the issue in the new feature request facility - at least as far as the old TaskList macro was concerned as noted above since that is where it took me, not just in these comments pages.  However that is when I saw that it had been raised SIX YEARS AGO.

                    Obviously my organisation hasn't got 4.3 yet so I have no experience (or decision ability to get some) on this new Task system other than what is here and I stumbled on this page by accident and was wondering if V5 had the problem fixed - horror of horrors, they still haven't listened or acted -

                    OK comments might not be THE right place, but some of us don't know it needs to be a new feature till we get the reply and we don't immediately know if it has already been suggested so perhaps Atlassian support staff instead of saying that "it is not planned yet" could also add "and I have posted a new feature request on your behalf" and due credit to Sherif, that is what he eventually did - thanks Sherif. (big grin) (thumbs up) (tick) (star) (lightbulb)

                    IMHO, Atlassian needs to stop saying "it might be planned in a future release" and just get on with doing it. 

                    We need a Due Date for this Task !!!!!!

                    In the mean-time, this page in theory should not be called "Managing Tasks in Confluence" but "Managing Notes-to-self in Confluence" - sorry that was frivolous...

                    1. Sascha Picchiantano

                      I agree that Tasks need to be beefed up (I myself made a request in this very comment thread, see above). And I trust that Atlassian will do that, since the announcement for the new Tasks system in 4.3 was a huge one and they seem to be focused on putting more emhasis on features like this. Let's not forget that Confluence is first and foremost a Wiki system and not a project management system. Although I believe it will go in that direction. I am eager to see what they have planned for V5. 

                      Have you tried playing with TeamCalendars? Maybe the combination of 4.3's new Task system and TeamCalendars will get you closer to what you want to accomplish.

                      I myself still use a dedicates project management system (the excellent teamworkpm.net, which I highly recommend) because I know Confluence is basically a Wiki and not (yet) up to the task of providing true project management capabilities. 

                      1. Rodney Hughes

                        No not played beyond our 4.2.12 - we use it in a world wide industry association as a body of knowledge tool where we develop industry guideline documents on a voluntary "when you get time" basis using Confluence so its not really anything as sophisticated a process as project management but giving due date sis important to keep them aware of their role to do.

                        Nor have we played with Team Calendars.

                        But trying to get a few thousand users across the world to play with other possibilities is way too hard when we are just wanting them to use what we have.

                        and in that respect, my vote is a representative vote of several thousand users - OK they haven't all asked for it individually but they know I have asked on their behalf

                         

  3. Anonymous

    I'm glad I saw this thread.  I am evaluating confluence as a social project management system and need some sort of essential milestone and task due date tracking.  It's disappointing to find out that the lastest version of the system lacks supports even very light weight features.  My guess is that Atlassian is concerned that they'll lose JIRA business if the include some level of project management capabilities.  However JIRA is way too overloaded for most non-dev projects.

    1. Sherif Mansour

      Hi Anonymous,

      I have to admit, we do have a bit of an internal joking rivalry between the Confluence and JIRA teams! I have to say, personally I think Confluence is the better product (tongue) - but I am a bit bias! In all seriousness though, Atlassian isn't concerned about "loosing JIRA business" with Confluence tasks at all. There are lots of great use cases for tasks in JIRA and other use cases for tasks in Confluence. Our focus was to build something light-weight for business users. In fact, the reason we built this is because we saw users creating tasks today in Confluence, but just as list items - then they'd manually go back and update the page - so we wanted to make that experience a bit nicer.

      We are always on the lookout to improve tasks in Confluence where it makes sense. For example, I don't think we will be adding workflows to tasks - that, my friend, is what JIRA is for (smile). So if you have any other suggestions to improve them - let us know!

      1. Jackson Pan

        Hi Sherif,

        I totally agree with you, JIRA has its purpose and it's mainly for development teams. JIRA is not 'Business User' friendly, but Confluence is, and tasks are so important to getting the enterprise business to adopt. The key to adoption to making the members use it like their work depends on it, and without tasks, the users are not going to be logging on. I made a comment about this on CONF-26615 - Getting issue details... STATUS , I was wondering if you could take that message to the Confluence product manager, and let us know if the messages from the Confluence users are being heard. It's so important to so many users, and we are eagerly awaiting any updates on the tasks.

  4. datecnl

    I would like to put an overview of the personal tasks on the welcome page, is that possible? Or do you always have to click the workbox?

    With respect to the other discussion, I consult customers on their strategic roadmaps. We always have a task, a grouping (project name), an owner, and a due date. In Confluence, it would be also good to have a link to a page describing the task.

    1. Sherif Mansour

      Raised a feature request for you:  CONF-26898 - Getting issue details... STATUS

  5. Zach Ember

    I just created CONF-26883 - Getting issue details... STATUS

    I'd love to be able to easily view (either in a tool tip, a parenthetical text appended to the task summary display on the wiki page, or in a table format) the person who completed a task and when they completed it. 

    Right now the only way to figure that out is to go digging through the change log. I'd like to be able to see it for all the tasks on a given page at a glance.

    I also created CONF-27061 - Getting issue details... STATUS which serves a similar purpose but is not as convenient as the previous item. I'd much prefer it in the wiki page context, but having it in the activity stream would be ok too.

    1. Rodney Hughes

      I'm still a bit confused about what this new Task system does because it refers to personal task lists.

      Can you clarify these (dumb) questions

      1. In a given Space page, can I create a list of various tasks and then assign them to various people? (example Use case - a page set up as Minutes of Meeting with action lists)?
      2. Will that Minutes of Meeting page allow me to assign a Due Date for the task?
      3. Within that list of tasks, can I add to a specific task general comments in a 'free text' wiki box where I can add text, attachments, links etc so that they appear on the individual's personal list of tasks as well?
      4. When an assignee ticks off that task as completed, will that 'Minutes of Meeting' page task list be automatically updated to show completed as well?

      1. Sascha Picchiantano

        1. yes
        2. not really. you can of course add a date in the text, but it will not be used in any of the task systems's functions.
        3. the tasks are free text, but you are limited to one text "field". you can not spread the task across table cells or something like this. it's basically a checkbox to which you add freeform text plus the name of the asignee with @mention. the whole text you enter here will show up on the person's task list.
        4. yes

        1. Rodney Hughes

          1. Fantastic (big grin)(thumbs up)(tick)
          2. Extremely bad (sad)(sad)(thumbs down)(thumbs down)(error)(error) - refer discussions above with Sherif Mansour and CONF-7371 - Getting issue details... STATUS
            Needed as a PRIORITY to make Task truly a usable tool to plan work and review if work has been done on time or is becoming urgent or worse overdue.
          3. Very bad (sad)(thumbs down)(error)- it needs to be a normal Confluence Wiki toolbar editing text box - like page creation/editing,  comments creation/editing and as used for this reply ... so all the necessary information can be provided to the assignee to do the Task BY THE DUE DATE
          4. Fantastic(big grin)(thumbs up)(tick)

          1. Sascha Picchiantano

            As for Nr.3 - I probably put it in the wrong words (not a native english speaker, sorry). You do use the normal Wiki Editor. You put tasks right on your wiki pages, whereever you want them. They are normal text, with the addition of a checkbox. Maybe it's best you try it out yourself.

            1. Rodney Hughes

              would love to but time....

              3.  that is good but not what I mean

              Scenario: I am on a page - not in Edit mode.

              There is a list of tasks for various people

              I click something like "add new task" - still not in edit mode of the page

              I can give the task a name, assign it to someone and set a due date

              Then in a wiki box that opens up for that Task, I can add all this extra stuff as text, attachments, links etc - so it is sort of like a Comment box as you provide at the bottom of the page, but for each Task on the page, and that information 'travels' with the Task to the assignee's own collated assigned tasks list from multiple pages and their own private task list.

              The other tasks on that original page would each also have their own 'comment box' with relevant information to each of their own Task and assignee

               

  6. Michael Regelin

    Hello,

    We have bought the adhoc workflow plugin.

    nd as it manage also tasks functionalities, i wonder if you think it is the same or another way of managin content?

     

    If the answer is "it is the same", Is it possible to desactivate the task manager from confluence ?

     

    thanks for your support.

    Michael

    1. Michael Regelin

      ok, i managed to read the last part of this page and came to read this:

      Disabling these plugins will disable the entire workbox . It is not possible to disable only tasks or only notifications:

        • Notifications and Tasks - Common Plugin

        • Notifications and Tasks - Host Plugin

        • Notifications and Tasks - Confluence Provider Plugin

      But does that mean I can disable the task function like "[]".

      Michael

      1. childnode

        as described above:

        You cannot disable the functionality that provides task lists on a page.

        you might hide it via css if your users are just mouse users but that's dirty at all.

  7. datecnl

    I've just found a major issue: when you rename the page on which the tasks have been created, the task list in the notification area no longer refers to the new page. Task notes are no longer saved, and when you click on the page icon, you get a Page not found page, with a suggested link to the new page.

  8. Mick Davidson

    For some reason I thought that this functionality was going to be a little more interactive. By this I mean this:

    1. Colleague A assigns a task to me.
    2. I get notified and add it to my task list (if necessary).
    3. I then start work on the task, but need to ask Colleague A a question.
    4. In the task in my task list, I use @mentions in the workbox to ask Colleague A the question.
    5. Colleague A replies (not sure where from...) and my task is updated with their response.

    Obviously this can go on ad infinitum until the task is finished.

    At the moment, the only functionality I can see is the updating of the status of a task on the page that it was created on, which is great.

    Cheers.

    Note: this comment was originally in: https://confluence.atlassian.com/x/ixTzE.

  9. Martin Seibert

    I want this easy tasklist feature for comments also.

  10. Anonymous

    Hi, 

     

    nice feature!

    question: do you happen to have some kind of overview in the tasks where i can see when i did what?

    thanks

     

  11. Rodney Hughes

    I was wondering what the action plan is for Atlassian on all of this

    we have 10 votes for adding due dates here: CONF-7371 - Getting issue details... STATUS

    and 11 votes here CONF-26696 - Getting issue details... STATUS

    How many votes DOES it take to get basic functionality added - bearing in mind it is "just another date field"

  12. Anonymous

    Just using Personal Tasks for the first time.  Generally fine, but would like to see a little more sophistication, i.e..

    due date

    priority

    category

    ... and with the ability to click/sort on the column

     

    Thanks.

     

  13. Dan Snodgrass

    New user of Confluence here and the task list functionality was what even allowed me to consider Confluence.  Rodney and others point out however, that the tasks are not tasks but just a list. I'd call it a "check list". These are two very different things in the world of task and work management tools.

    For this to be a real task, it actually needs more than a due date.  It needs to be able to be commented on, description added, tied to a page or space, tracked, and prioritized. 

    On this last point, I'm not sure I even follow what is going on with the relationship of the notifications inbox and an inserted list on a page.  If I add items to a page they appear to show up in the Workbox list but not in the same order. If I reorder them in the Workbox list they don't change in the inserted list.

    Also, there doesn't seem to be any way to reorder the list on the page itself.  There are two ways this could be accomplished in a future release: 1.) date field that keeps the list sorted, 2.) Web 2.0 method of dragging list items on the page.

    So to reinforce Rodney's constructive criticism, this list should not be marketed as a "task list". It would need a lot of work just to get to the point of being a lightweight task list.  My suggestion would be to either beef it up to a minimal level of functionality or rename it "check list".

    1. RodneyH

      Hi Dan

      I agree - see my post Oct 03 2012 above

      I have changed tact a tad since Atlassian seems committed to ignore this issue to see if a less demanding request would get their attention so I had diluted my request to just adding a due date - given they already had 2 date fields, a 3rd seemed to be an reasonable request .....

      Apparently not (sad)

  14. Anonymous

    +1 for being able to reorder tasks on the page. We're going to have to stick to the tasklist macro for now - v disappointing.

  15. Anonymous

    Is it possible (as administrator or other) to see tasks assigned to another person?

  16. Anonymous

    How do you delete a task list from inside a table? I would demonstrate here but it seems I can't insert tasklists inside a comment.

      
     <tasklist> here.

  17. Dennis

    +1 for getting a Due Date in that Tasklist perhaps in some way connected to TeamCalendars

  18. Anonymous

    Can Tasks that are created in Confluence automatically send JIRA tasks to particular projects and users within JIRA?  We use both.  Confluence is our documentation tool and JIRA is our tasking tool.

    Thanks

    Brian

    1. Sherif Mansour

      No you can't, but you can highlight the text you created, select Insert > JIRA  and click "Create new issue". This will automatically create a JIRA issue with the text you have highlighted and then embed that back in the Confluence page for you for traceability. 

  19. Anonymous

    Hi All,

    New to this thread and Confluence in general.  So new, in fact, that I don't know how to login to this area as my company uses Gmail to authenticate into our instance of the product.  Anyways...

    What I'm trying to figure out is how Task lists can be used when you have multiple instances of the same list that need to exist concurrently.  Let's say, for example, that I create a page with a Task list on it that has a series of steps required for setting up a new customer in our systems.  What happens when I have 10 new customer setups to manage?  Create 10 copies of the same page?  Or is there something that I'm missing where the Task list could be used as a template and there can exist individual instances for each setup.

    Oh, and not to be snarky, but no, I'm not interested in JIRA and other solutions to solve this.  My question right now is simply yes or no can Confluence facilitate this?

    Thanks in advance for your time, feedback and advice.

    Cheers!

    Chris

  20. oliverB

    Pieter van Kampen

    I've just found a major issue: when you rename the page on which the tasks have been created, the task list in the notification area no longer refers to the new page. Task notes are no longer saved, and when you click on the page icon, you get a Page not found page, with a suggested link to the new page.


    I don't read anything on this major problem? Is this been marked as an issue or not? If not, please do! (smile)

    1. Mark Hrynczak

      It has been raised as an issue, see CONF-27156 - Getting issue details... STATUS

  21. Anonymous

    Hi there, how can I make a task from a task list in a meeting notes blue print email the @mention person?

  22. Sarina King

    How can I view all the open tasks for a user other than myself?  I am a manager and want to track the progress of tasks I have assigned without having to open every page/space that is being worked in.  Is there a way to do this?  

  23. Sera Prince

    We have been using the task functionality and it's been really great. However two things aren't quite working as described above (or perhaps I am missing something)

    1. The "View Completed" does not seem to be available. I have completed tasks, but can't get to them.
    2.  When someone adds notes and completes the task, the notes don't seem to disappear into the ether. They are not sent through with the notification, nor posted to the page the task lived on. Where do they go?

    1. Sherif Mansour

      Hi Sera.

      • you can only view your completed personal tasks, we do have an issue on our backlog to be able to report on tasks which might be related to what you are after  CONF-26688 - Getting issue details... STATUS ,  CONF-26615 - Getting issue details... STATUS
      • I think you are after this feature request:  CONF-26785 - Getting issue details... STATUS , right now those comments are just for personal use.

       

      1. Sera Prince

        Hi Sherif,

        Thanks for responding so quickly.

        The thing is, I can't even view my own completed tasks. Is there a time limit on those? (You can't view if the task completed if you completed it longer than a week ago etc?)

        If the notes features on the task workbox if only for personal notes use, that needs to be spelt out more then - Both on the workbox and in the documentation above. I've got team members using it as a communication device when they mark task completion.

        Thanks - Sera

         

        1. Sherif Mansour

          Yes, Sera. We automatically prune completed tasks more than a couple of weeks old. They are for just personal notes, but you've made a good point - we need to clarify that and make it a bit clearer as to what will happen. 

  24. Anonymous

    Is there a way to print out task notifications?

  25. Ian Sullivan

    Hi there,

    Quick Question/request. When i mark a task as complete in the workbox that was assigned via a meeting note blueprint (or similar) it automatically generates a change comment that just says 'task marked complete'. Is there anyway to customise this message to indicate more clearly what task was completed?

    So in the email and activity stream, etc... it would say something like:

    task marked complete - "Get a memory audit done, so that we can make a decision on whether to roll out the 4GB pre-alloc." 

    IF there's no current way to do this, is it feasible/relatively easy to modify the source ourselves (we're a dev studio so basically 90% programmers) to achieve this?

     

    Cheers

  26. Anonymous

    I like the suggestion (Oh, why can't I click "like" here, once someone else liked it already?)

    I think this should become an enhancement request. I imagine this will be a popular desire.

  27. Saskia Etling

    The workbox is useful for keeping track of small to-do items that do not belong as part of a larger JIRA project.  The @ mentions that someone attended a meeting are less useful.  I would like to have the badge show tasks not mentions.  I could do without the mentions at all.

  28. Ken Smith

    Soooo, status of decent task management? The lack of this feature will probably lead me to something like Chiliproject or Openproject.

     

     

  29. RodneyH

    Please, Sherif Mansour, can you please, please, please make this happen QUICKLY – it would stop wasting our time asking, and it would stop wasting Atlassian’s time ignoring it

    1. Sherif Mansour

      Rodney, thanks for your feedback. We are well aware that customers want to see improved tasks, and I can advise that improving tasks is on our short-term roadmap.

      I do have to request a few things form you:

      • I would appreciate your understanding that there are another 40+ watchers of this page. Every time you comment, it emails everyone in this conversation. Adding more comments won't yield to more features but probably just frustrate customers and send dozens of emails for every comment. 
        For the sake of making the comments helpful related to this document, I'm going to delete some of the comments you've made which may not contribute directly as a question, tip or information for other customers who would also be sharing this information. Hope this is okay. 
      • Confluence has over 10,000 customers. This makes my life a little bit difficult as every customer wants something different, and as product manager, I really, really want to make all of them happy! (smile)
        But unfortunately, we can't do all the 6,000+ feature requests we have from customers. Each release we try to balance our efforts on features across the board and make progress in our strategic areas as well. So your patience is greatly appreciated. While it may seem we are "ignoring" this issue. We are well aware of the demand of it, it is something we want to address and we are balancing that with the thousands of other issues, which you personally might not hit.

      Thanks for your enthusiasm and patience! We will get there. 

       

      1. RodneyH

        Well, at least we finally know it is on the short term roadmap (but obviously doesn't have a Due Date in any TaskList!!)

        Actually I do object to the posts being removed as they were deliberately done to highlight the frustration in us users.

        Deleting them doesnot change the fact that everyone would have got the alert emails before you deleted them - they are still "on record" in my Outlook Inbox.
        So deleting them off the notice board just suggests that Atlassian want to continue to hide from or deny the existence of this issue. 
        Ironically by deleting them you generated a double set of email alerts that you had deleted each of them - further highlighting the issues.  Thank you.  (smile)

        No doubt there are lots of things to be done and no doubt there are a huge number of Users wanting things.  Seven years does seem to be an awful long time to be waiting with so many people asking, voting, agreeing and yet it doesn't get added to the official status of "todo".  You may not be aware, but I actually wrote a LETTER - yes Australia Post thing - to your CEO about 12 months ago but even that never got replied to.

        I guess we can only take your word for it

         

  30. Rachel Robins

    This feature has changed significantly in Confluence 5.5. To find out about the new tasks see Add, Assign, and View Tasks in the Confluence Latest documentation. 

    Comments and feedback on previous versions of this feature are preserved on this page.

Except where otherwise noted, content in this space is licensed under a Creative Commons Attribution 2.5 Australia License.