Tasks

A read-only view of tasks linked to the participant; create and manage them from Tasks.

Last updated · 10 November 2026

The Tasks tab is a read-only mirror of the tasks linked to this participant, so their outstanding and completed work sits in one place inside the record. You create, claim and manage tasks from Tasks, not here. Open the participant, then select the Tasks tab.

The table has four columns:

Column	What it shows
Task	The task title.
Status	Where the task is up to.
Due	The due date, or No due date when none is set.
Priority	The task’s priority.

When nothing is linked, the tab reads No linked tasks yet.

Tip

Manage tasks from the Tasks area: create a task, work through claimable tasks, or raise an establishment-fee task.

Follow up a linked task

Check the task title, status and due date before going to Tasks. For example, if an overdue plan-review task appears here, find that title in Tasks and update it through the normal task workflow. You need the relevant Tasks permissions to make changes there.

Read Status to understand the task’s progress and Priority to understand its recorded urgency. No due date means no deadline was recorded, rather than that the work is complete. Use the task’s saved title and participant link to identify it in Tasks.

This profile table does not create, claim or complete tasks. A task is shown only when linked to this participant. If one is missing, check the selected workspace and its participant link in Tasks before creating a duplicate. Return to this tab after saving the task to check the updated status.