Completing & Archiving Tasks
Step-by-step guide to help you master AgentBoard.
Completing & Archiving Tasks
Marking Tasks as Complete
Once you've finished a task, you can mark it as complete in several ways:
- From the Task List View:
- Click the checkbox next to the task
- The task will be marked as complete and moved to the "Completed" tab
- From the Task Detail View:
- Open the task by clicking on it
- Click the Mark as Complete button
- Add an optional completion note if desired
- From the Pipeline View:
- Click the Move button on the task card
- Select the "Done" column from the dropdown
- The task will automatically be marked as complete
When you mark a task as complete, the system automatically records the completion date and time for reporting purposes.
Viewing Completed Tasks
You can access your completed tasks in multiple ways:
- Task List View:
- Navigate to the Tasks page
- Click the Completed tab
- View all your completed tasks in chronological order
- Pipeline View:
- Go to the Task Pipeline
- Completed tasks appear in the "Done" column
- They remain visible until archived
- Player Detail View:
- Navigate to a player's details page
- Click the Tasks tab
- Toggle the Show Completed switch to view completed tasks for this player
Reopening Completed Tasks
If you need to reopen a completed task:
- Find the task in the Completed tab or Done column
- Open the task details by clicking on it
- Click the Reopen Task button
- The task will be moved back to its original status (or "To Do" by default)
- Add an optional note explaining why the task was reopened
Reopened tasks retain their original due dates and assignments unless you modify them.
Archiving Tasks
To keep your task lists manageable, you can archive old completed tasks:
- Individual Task Archiving:
- Open a completed task
- Click the Archive button in the task detail view
- Confirm the archiving action
- Batch Archiving:
- Go to the Completed tab in the Task List view
- Select multiple tasks using the checkboxes
- Click the Archive Selected button
- Confirm the archiving action
- Automatic Archiving:
- Go to your account settings
- Navigate to the Tasks preferences
- Enable Auto-archive completed tasks
- Set how many days after completion tasks should be archived
- Save your preferences
Archived tasks are not deleted. You can still access them through the archive section if you need to reference them later.
Accessing the Task Archive
To view archived tasks:
- Navigate to the Tasks page
- Click the Archive tab
- Browse through all archived tasks
- Use the search and filter options to find specific archived tasks
- If needed, you can unarchive a task by opening it and clicking Unarchive