Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

Monitoring and tracking tasks

Updated on November 15, 2021

Monitor and track work within your team by using the task board, which displays the status of tasks. You can also create tasks and update the task status from the board.

Before you begin: Ensure that tracking tasks is enabled. For more information, see Creating a space.
  1. In the navigation pane of the portal that you use, for example Case Manager, click Spaces, and then choose the space that you want to update with tasks.
  2. Click the Tasks tab.
  3. Add a task by clicking the Create task icon.
  4. Manage your tasks:
    • To change the priority of a task, drag it up or down within a column.
    • To add content to a task, click Show moreAdd content.
    • To change the status of a task, drag the task from one column to another.
    • To edit task details, double-click the task.
    • To delete a task, click Show moreDelete.
    For more information about the task board, see the Pega Community article Managing team tasks on a task board.

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us