<!-- RTOSafe Help — rendered version: https://rtosafe.com.au/help/tasks -->

# Create and Manage Tasks

Tasks help you track compliance work that needs to get done. You can create tasks for yourself or assign them to staff members, who'll get an email notification.

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## Creating a Task

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Go to [**Tasks**](https://app.rtosafe.com.au/Tasks) in the main navigation

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Select **Create Task**

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Fill in the details:

* **Description** — what needs to be done (required)
* **Due Date** — when it needs to be done by
* **Assign To** — leave blank to keep it unassigned, or select a staff member

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Select **Create Task**

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If you assign the task to someone, they'll receive an email with a link to view the task.

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## Completing a Task

**If you're the assigned staff member:**

Open the task from your Staff Portal and select **Mark as Done**. This sends it to admin for review.

**If you're an admin:**

Open the task, select **Edit**, change the **Status** to `Complete`, and select **Save Changes**.

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## Task Statuses

| Status           | Meaning                                        |
| ---------------- | ---------------------------------------------- |
| `Not Complete`   | Work hasn't started yet                        |
| `In Progress`    | Someone's working on it                        |
| `Pending Review` | Staff marked it done, waiting for admin review |
| `Complete`       | Done                                           |

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## Reassigning a Task

Open the task, select **Edit**, choose a different person from the **Assign To** dropdown, and select **Save Changes**. The new assignee receives an email notification.

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## Comments and Files

Each task has a comments section for updates and discussion. You can also attach files to tasks using the **Upload File** button.

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## What Staff See

Staff members see their assigned tasks in the **My Tasks** section of the Staff Portal. Overdue tasks are highlighted, and they can mark tasks as done when finished.