# Summary

Use this screen to add, view and manage Tasks.

It contains a summary of all Tasks, and may be used to review your own Tasks, as well as those assigned to other Users.

<p class="callout info">Tasks may be added throughout the system, against Sales Orders, Purchase Orders, Stock Transfers and more; for a guide on adding Notes and Tasks, click [here](https://bookstack.iconography.co.uk/books/general/page/adding-notes-and-tasks)</p>

<p class="callout info">Notes are simply Tasks without an actionable task</p>

#### Key to Icons

![status_open.gif](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/status-open.gif) = open

![status_inprogress.gif](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/status-inprogress.gif) = in progress

![status_awaitingreply.gif](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/status-awaitingreply.gif) = awaiting reply

![status_awaitingaction.gif](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/status-awaitingaction.gif) = awaiting action

![status_completed.gif](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/status-completed.gif) = completed

<p class="callout info">Overdue Tasks are highlighted in red</p>

For more information on Statuses click [here](https://bookstack.iconography.co.uk/books/tasks/page/status).

### Finding a Task

All Tasks are listed on this summary screen; use the filters to find or view Tasks. You can filter by:

- Store
- Store User
- Category
- Status
- Due Date

You can also choose to view overdue only.

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/scaled-1680-/dgbimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/dgbimage.png)

#### View by Category

Use the filters to view Tasks linked to a specific Category; these are set up in [Site Settings](https://bookstack.iconography.co.uk/books/site-settings "Site Settings").

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/scaled-1680-/1gaimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/1gaimage.png)

<p class="callout warning">It is not possible to filter by sub-category</p>

#### View by User

Use the filters to view tasks assigned to a specific User.

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/scaled-1680-/B5dimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/B5dimage.png)

<p class="callout info">Some tasks may be linked to more than one User</p>

### Managing a Task

Click on the Task Id to manage that Task.

More information on managing tasks is available [here](https://bookstack.iconography.co.uk/books/tasks/page/summary-jEN).