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Assign tasks and follow them to done

For managers, QA leads and language leads2 min readUpdated for v4.0

Your view

A task is a piece of work you give to one person, with a due date: “Regression pass on Pay Later checkout by Friday”. It lands in their list, appears on your Timeline, and comes back to you for review when they finish.

Before you start: the person must be a member of the project. See Add people to a project.

1. Start a task

Section titled “1. Start a task”

Choose Assign a task from any of these places:

Where What it fills in for you
Timeline (top right) Nothing
Team activity (top right) Nothing
Quality Engineering › Functional Testing › Assigned to meTests › Assigned to me Nothing
A suite, then Assign “Run and review” plus the suite’s name
A requirement, then Assign The requirement, linked to the task
In a localization project: My work › More › Assign a task Nothing. The task lands in the person’s language queue.

2. Fill it in

Section titled “2. Fill it in”
The Assign a task panel with what to do, goal, assignee, priority and due date filled in (Manage view)
The Assign a task panel with what to do, goal, assignee, priority and due date filled in (Manage view)

Manage view

The Assign a task panel with what to do, goal, assignee, priority and due date filled in (Hands-on view)
The Assign a task panel with what to do, goal, assignee, priority and due date filled in (Hands-on view)

Hands-on view

  • 1 What to do: one line, as the person will see it in their list. Add a Goal if they need context.
  • 2 Assign to: choose the person. Leave Nobody yet to create the task and assign it later.
  • 3 Priority: P1, P2 (the default) or P3.
  • 4 Due: choose a date. The task is due at 5 PM that day.
  • 5 Choose Assign task. The button reads Create task while nobody is chosen.

3. Follow it

Section titled “3. Follow it”

The task moves through these states. The person updates it as they work.

State Meaning
To do Assigned, not started.
In progress They are working on it.
Blocked Something stops them. Open it to see why.
Waiting for review They finished. It is your turn.
Accepted You accepted it. Done.
Sent back You sent it back with a note.

Open the Timeline to see every task you handed out, by person. Click a bar to reassign it or send a note.

A late task opened on the Timeline, with Reassign and Send note (Manage view)
A late task opened on the Timeline, with Reassign and Send note (Manage view)

Manage view

A late task opened on the Timeline, with Reassign and Send note (Hands-on view)
A late task opened on the Timeline, with Reassign and Send note (Hands-on view)

Hands-on view

If a task slips, it appears in your Needs you list as Late or At risk. You don’t have to look for it.

4. Review the result

Section titled “4. Review the result”

When the person finishes, the task appears under Waiting for your review at the top of your Assigned to me page.

  1. Open the task to read what they did and see their runs.
  2. Choose Accept, or choose Send back and type What needs doing. The tester sees your note.

What’s next

Section titled “What’s next”
TimelineAll handed-out work on one calendar.
Team activityWho is doing what, right now.
Your tasksWhat the tester sees, and how they finish a task.
Your language queueWhere tasks land for linguists and reviewers.