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This tab gives audit owners and admins complete visibility into what’s completed, overdue, or pending—task by task.
Access the Manage Tasks Tab
Go to Scheduling from the left-hand menu
Switch to the second tab: Manage Tasks
You’ll see a list of individual audit tasks generated from active schedules.
Visual Task Tracking Widgets
At the top of the Manage Tasks tab, you’ll see a set of status summary widgets. These are small visual tiles that help you quickly assess the state of all audit tasks.
Each widget represents a task status and displays the total number of tasks under that category:
Completion Rate (percentage)
Completed Inspections (count)
In Progress Inspections (count)
Overdue Inspections (count)
They give you instant visibility into workload and follow-up needs.
Widget Toggle (Enable/Disable)
At the top-right of the widget row, there is a toggle switch labeled “Show Widgets”
Toggle ON → Widgets are visible
Toggle OFF → Widgets are hidden
Turning off the toggle hides all widgets and simplifies the list view.
Widget Filters: Location & Location Level
Next to the widget toggle, you’ll find two dedicated filters that control the data shown in the widgets above:
Location Level Filter
Filter widget counts by a specific level in your location hierarchy (e.g. Region, Branch)
Dropdown displays available levels configured in your hierarchy
Location Filter
Filter widget counts by a specific location (e.g. Istanbul Office, Plant A)
Automatically adapts based on the level selected
These filters also affect the task table below.
Resetting Filters
To reset the widget filters:
Click the “X” beside each dropdown
Or switch the selection to “All”
This will restore widgets to display organization-wide totals.
What You See in the Task List
Each row in the Manage Tasks list shows:
Schedule Name
Checklist used
Location
Assigned Group
Due Date
Status (In Progress, Scheduled, Ready to Start, Completed, Cancelled, Paused)
Filters on the Manage Tasks Page
The filter panel is located at the top of the task table. It includes:
Filter | What It Does |
Search Bar | Search by Schedule Name |
Task Status | Choose from: In Progress, Scheduled, Ready to Start, Completed, Cancelled, Paused |
Overdue Checkbox | Filters all overdue tasks regardless of their status |
Completed Checkbox | Filters all completed tasks |
Due Date | Use date pickers to narrow by due date timeframe |
Click the “X” on a filter tag to remove it, or use the “Clear all” button to reset all filters.
✅ You can also use Location and Location Level filter above widgets to filter your task list table.
Reassign, Reschedule and Cancel Tasks
Each row in the Manage Tasks list includes a three-dot (⋮) action menu on the far right. This menu gives users access to following actions:
Option | Description |
Reassign Task | Select a new user group to take over the task |
Reschedule Task | Update the start of the individual task |
Cancel Task | Immediately cancel the audit task; it will no longer appear in the assignee’s task list |
❗ The Cancel Task option is not available for already cancelled tasks.
Best Practices
Use Overdue filter to quickly follow up on overdue tasks
Combine Checklist + Location filters to monitor specific programs (e.g. "Monthly Food Safety – Istanbul")
Use “View Audit Result” to verify corrective actions or documentation
Use date filters weekly to audit task volume and coverage
Who Can Access the Manage Tasks Tab?
Role | Access |
Application Admin | ✅ Full access |
Audit Admin | ✅ Full access |
Account Admin | ✅ Full access |
Standard User | ❌ No access |
Next article: Scheduled Task Reminders (Push, Email) →