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# Managing and completing tasks

Track task progress, update statuses, and close follow-ups as your team moves through the workflow and changes get logged.

3 min readUpdated Mar 10, 2026

In this category · 3 articles

[Creating tasks for lead sites](/help/tasks/creating-tasks)[Managing and completing tasks](/help/tasks/managing-tasks)[Adding comments to tasks](/help/tasks/task-comments)

## Tasks

[Creating tasks for lead sites](/help/tasks/creating-tasks)[Managing and completing tasks](/help/tasks/managing-tasks)[Adding comments to tasks](/help/tasks/task-comments)

Once tasks are created, this is where you track them, update progress, and keep your team moving. A well-managed task list is the difference between deals that close on time and deals that stall.

![Tasks page with status columns and filters](/help/screenshots/tasks-page.png)

## Task statuses

Every task moves through three statuses:

| Status          | When to use                           |
| --------------- | ------------------------------------- |
| **To Do**       | Task created but work has not started |
| **In Progress** | Actively being worked on              |
| **Completed**   | Done — no further action required     |

### Change a task’s status

1. Open the task.
2. Click the status badge at the top (e.g., **To Do**).
3. Select the new status from the dropdown.

You can also change status directly from the Tasks list by clicking the status badge in the row — handy when you’re triaging multiple tasks at once.

## Priority levels

| Priority   | Use for                                                         |
| ---------- | --------------------------------------------------------------- |
| **Low**    | Nice-to-have or non-time-sensitive actions                      |
| **Medium** | Standard follow-up actions                                      |
| **High**   | Urgent items — legal deadlines, owner meeting commitments, etc. |

Priority does not automatically reorder the list, but it works with filters and makes high-stakes items visually distinct. When in doubt, err toward **Medium** — overusing **High** dilutes its meaning.

## My tasks vs team tasks

The Tasks page has two views:

- **My Tasks** — shows only tasks assigned to you. This is the default for Field Executives and Lead Assistants, keeping your personal workload front and center.
- **Team Tasks** — shows tasks across all team members. Available to Owners, Admins, and Managers for oversight and load balancing.

Switch between views using the tabs at the top of the Tasks page.

**Tip:** Managers should check **Team Tasks** regularly to spot bottlenecks before they slow down a deal.

## Filtering the task list

Use the filter bar on the **Tasks** page to narrow your view:

- **Status** — show only To Do, In Progress, or Completed tasks
- **Assignee** — zero in on one team member’s workload
- **Priority** — surface only Low, Medium, or High priority tasks
- **Due Date** — filter by overdue, due today, due this week, or a custom date range
- **Lead Site** — show tasks linked to a specific site

Filters can be combined for precise views — for example, “High priority + Overdue + assigned to me” is a great way to start your morning. Click **Reset** to clear all active filters.

## Adding comments to a task

Comments are your running log for a task — use them to record call outcomes, share updates, or flag blockers without changing the task’s status.

1. Open the task.
2. Scroll to the **Comments** section.
3. Type your comment in the input field.
4. Click **Post**.

Comments are visible to all team members who have access to the task. You can edit or delete your own comments after posting — Admins can also manage any comment. See [Adding comments to tasks](/help/tasks/task-comments) for details.

## Overdue tasks

Tasks past their due date are flagged with an **Overdue** indicator in the task list and in the linked lead site’s Tasks tab. Proquiro won’t auto-complete or reassign them — the assignee needs to take action, whether that’s finishing the task or adjusting the due date.

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## Related articles

[TasksCreating tasks for lead sites](/help/tasks/creating-tasks)[TasksAdding comments to tasks](/help/tasks/task-comments)[Account SettingsManaging account settings](/help/account/account-settings)