Managing Tasks in Confluence

You can manage your personal tasks in the notification-and-task dialog that drops down from 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 task dialog are reflected in the task list on the page, and changes made on the page are reflected in the dialog too.

In the rest of this document we will refer to the 'task dialog' and the 'notification dialog'. They are separate tabs on the notification-and-task dialog.

Creating personal tasks and having tasks assigned to you

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

You can add a personal task via the task dialog.
You can convert a notification into a task, via the notification dialog. 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 task dialog

The task dialog is a tab on the notification-and-task dialog, available as an option on the Confluence page header. The task dialog shows the tasks assigned to you.

To manage your tasks:

Choose the task and notification 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.
Choose the personal tasks icon if the tasks tab is not already open.
To add a task and assign it to yourself, type the task summary in the text box and choose Add task.
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.)
To complete a task, or mark is as incomplete, choose the check box next to the task.
To add notes to a task and see any related page or further information, choose the task item.

When you update a task that originated in a task list on a page, the update is reflected in the task list too.

Screenshot 1: Your personal tasks in the dropdown task dialog

PersonalTasks

Converting notifications into tasks

The notification dialog shows your Confluence notifications. (See Managing Notifications in Confluence for a full description.) You can convert a notification into a task. This is useful if you want to take action on the notification later.

To convert a notification into a task:

Choose the task and notification 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.
Choose the notifications icon if the notifications tab is not already open.
Choose the notification that you want to convert to a task. The notification details dialog will open.
Choose the 'add task' icon to add this notification to your tasks.

Screenshot 2: 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:

Choose the task-list icon in the editor, or press [ and then ].
Start typing the description of the task.
If you want to assign a task to someone, mention that person in the task description.
To end the list, press Enter twice.

Managing tasks on a page:

When viewing a page, you and other viewers can mark tasks as complete. Updates to a task on the page will be transferred to the task dialog too. (See above.)
To be able to update a task list when in view mode, you need permission to edit the page:
- You need the 'Create page' permission in the space. See Space Permissions Overview.
- And there must not be any page restrictions that prevent you from editing the page. See Page Restrictions.

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 3: A task list on a page

Managing tasks with Confluence mobile

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