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Editing a task

Learn how to edit tasks in Joy to update details, adjust deadlines, and keep assignments on track.

Updated over a week ago

A task is created any time a user is assigned an asset in Joy. Put simply, a task represents something a user needs to do. You can quickly see a list of all of your tasks and the tasks you’ve assigned to others from the Tasks page.

The Tasks page.

Your ability to edit a task and its settings will depend on your permissions and who the task is assigned to.

To view a task, find the task’s card on the Tasks page. Then, click the More Actions icon. More Actions icon and About. This will open the task.

The Tasks page. The More Actions icon has been clicked for a task called Advanced Energy Solutions Product Guide. Several options are shown including About, Edit Details, Manually Close Task, and Open Asset. An arrow is pointing to the About option.

To make changes to the task, go to the Details tab and click the Edit icon. Edit icon.

A task in Joy. The task is to read a FlexDoc called Advanced Energy Solutions Product Guide and is assigned to Pierre Dubois. The Details tab is shown with an arrow pointing to the Edit icon.

After making your changes, be sure to click the Save icon. Save icon.


Task fields and settings

The fields you can view and edit will depend on your permissions.

The Details tab features three sections.

Basic Info

Assigned by: The user who created the task (assigned the asset).

Assigned Date: The date when the task was created.

Due date: When the task is due.

Warning date: When the task’s status will change to Warning. A task will appear in the warning state for a set period of time before it is due to draw the user’s attention to it.

Started (view only): The date and time the user first accessed the asset associated with the task. This field will be blank until the user accesses the asset.

Completed (view only): The date and time the user completed the asset associated with the task. This field will be blank until the user completes the asset.

Expected Duration (Minutes): An estimate of how long it will take to complete the task.

Actual Duration (Minutes): The actual amount of time the user spent on the task. This number will update as the user spends time in the asset associated with the task.

Edited by (view only): The name of the last user who edited the task.

Assigned FlexDoc/File

Name (view only): The name of the asset (e.g., FlexDoc, file) assigned to the user.

Progress Stage (view only): The user’s progress through the task. Possible stages are Not Started, In Progress, Warning, Overdue, and Completed. The status corresponds to the column the task appears in on the Tasks page.

Grade (view only): The user's grade on the asset associated with the task. If the asset is not complete, or not graded, this field will be blank.

Advanced

The following fields are useful if you are using the JoySuite API.

Task ID (view only): The unique identifier used to identify the task.

User ID (view only): The unique identifier used to identify the user the task is assigned to.

Object ID (view only): The unique identifier used to identify the assigned asset.

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