Skip to main content
BackedHelp Centre

Tasks

Keep track of your own work and the work Backed raises for you, and assign tasks to other administrators.

Last updated

Tasks in the sidebar lists the tasks assigned to you. Some you create yourself; others Backed raises, for example when a decision or a contract needs your review. My Tasks on the Dashboard shows your outstanding ones. A task's note shows under its title there, so a New Conflict of Interest task names the Application and the reason the assessor gave.

The task list

Each task shows its Title, the Record it is about, who it is Assigned to, its Priority, when it is Due and its Status: Outstanding, Overdue or Completed. Search task titles, or filter the list.

Create a task

  1. Go to Tasks and select Create Task.
  2. Enter the Title and any Notes.
  3. Choose the Priority (Low, Medium or High) and the Due Date.
  4. Choose who it is Assigned to. Without the permission to assign tasks to others, you can assign tasks to yourself only.
  5. Select Save.

You can also create a task from an internal comment. See Internal comments.

Work through your tasks

  • Complete marks a task done. Reopen brings it back.
  • Edit changes a task you created. A task raised by the system can only change its status.
  • Open the task's record to do the work it is about.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.