How do I view and manage my Bridge tasks?

Document created by Bridge Doc Team Employee on Jun 5, 2019Last modified by Bridge Doc Team Employee on Nov 8, 2019
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If enabled for your account, you can manage tasks using the Tasks menu in the Global Navigation menu. The Tasks menu contains a list of tasks that help you know what items need to be completed in your Bridge account. Tasks can be added manually in the Tasks menu or added by you or your manager from your agendas.

View Task Menu

View Task Menu

In the Global Navigation menu, click the Notifications icon [1], then click the Tasks link [2].

In the Tasks menu, you can view your tasks, goals, pending assessments, and completed tasks.

Find Completed Task

Find Completed Tasks

To view completed items, click the Completed link.

Find Incomplete Task

Find Incomplete Task

To search for a task, enter your search terms in the Search field and select a relevant match. Completed items that match the search terms will not be included in the list of search results unless the Completed Items section is expanded.

Add New Task

Add New Task

To add a new task, click the Add New Task button [1]. 

Add the task details by entering a task title [2], assignee [3], and due date [4]. 

 When you are finished adding the task details, click the Done link [5]. 

Manage Task

Manage Task

To edit a task, click the title of the task and edit the fields you'd like to change [1].

To delete a task, click the Delete icon [2].

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