Skip to main content

Manage task status, priorities, labels and due dates

Keep task status, priority, labels and dates aligned with the work.

Written by Carl Martin

Task fields help the team decide what to do next. Update them when the work changes so views and handoffs reflect the current situation.

Before you start

You need task access and permission to edit the relevant fields. Available attributes depend on the task type.

IMU confirmation task draft showing title, task type, Scout Agent, priority, due date and required purchase order.

Describe the IMU confirmation outcome, then link the required purchase order before creating the task.

Update the task fields

  1. Open the task and review its goal, latest activity and current fields.

  2. Choose a status that matches the outcome: Open, Completed, Cancelled or Failed, as available.

  3. Set the priority according to urgency and operational impact. Use a due date for the next required outcome.

  4. Add labels to organize the task using your team’s vocabulary. Check whether an existing label already covers the need.

  5. Confirm the saved fields in the task and the relevant Inbox view. Leave context if the change affects another teammate.

Check the result

The task’s visible state, owner, date and labels match what the team needs to do. Completion should be supported by evidence rather than used only to remove the task from view.

Use status and priority for different decisions

Status describes what happened to the work. Priority describes how urgently the team should handle it. A high-priority task can still be waiting on input; changing its priority does not settle a pending approval.

Use labels for reusable categories such as a program, site or issue class. The assignee still determines who owns the task.

Dates and operational commitments

A task deadline is not automatically a supplier’s confirmed date. Review the linked order or delivery record when the operational plan changes, and ensure the authoritative record is updated through the intended workflow.

If something does not look right

What you see

What to check

A view no longer shows the task

Check its status, assignee, labels and the view’s filters.

The task is still behind schedule

Review remaining work and dependencies. Moving the due date does not remove the underlying delivery risk.

Can a task cover several order lines?

Yes, where its type and scope support them. Review the result for each line rather than assuming one overall status confirms every unit.

Continue your work

Open the relevant area in Cartograph to continue with your workspace data.

Open Inbox

Related articles

Did this answer your question?