You can manage your personal tasks in the notification-and-task dialog, known as the Confluence 'workbox', which drops down when you choose the icon  in the Confluence page header.

You can also create a list of tasks on a page, and assign them to your colleagues via @mention. Changes made in the workbox are reflected in the task list on the page, and changes made on the page are reflected in the workbox too.

There are a few ways that you and other people can assign tasks to you:

  • You can add a personal task via the workbox.
  • You can add a notification to your task list, via the notification workbox. This is useful if you want to get back to it later.
  • Someone can assign you a task from a task list on a Confluence page.
  • Other Confluence actions may create a task for you. For example, your Confluence site may be running a plugin that creates and assigns tasks.

On this page:

関連ページ

Managing your personal tasks in the workbox

The workbox displays your notifications and your personal tasks in separate tabs. The task tab shows the tasks assigned to you. When you update a task that originated in a task list on a page, the update is reflected in the task list too.

Screenshot: Your personal tasks in the workbox


To manage your tasks:

  1. Choose the workbox icon  in the Confluence page header.
    • 使用可能なキーボード ショートカット: g を押してから n を押します。(Confluence エディタ内にいる場合、エディタ ペインの外側をクリックしてからキーボード ショートカット キーを押します)。
    • The icon indicates the number of unread notifications.

  2. Choose the personal tasks icon:
  3. To add a task and assign it to yourself, type the task summary in the text box and choose Add task.
  4. To prioritise tasks, drag and drop them into your chosen order. (Click a task, hold down your mouse button to drag the task into position, then release the mouse button.) 
  5. To complete a task, or mark it as incomplete, choose the check box next to the task.
  6. To add notes to a task and see further information (for example, a related page) choose the task item. The task details dialog will open.
  7. To see the tasks that are marked as complete, choose View completed.

Adding your notifications to your task list

通知をタスクとしてフラグを立てることができます。これは、後で通知に対してアクションを実行する場合に便利です。

タスク リストに通知を追加するには、次の手順に従います。

  1. Choose the workbox icon  in the Confluence page header.
    • 使用可能なキーボード ショートカット: g を押してから n を押します。(Confluence エディタ内にいる場合、エディタ ペインの外側をクリックしてからキーボード ショートカット キーを押します)。
    • 上のアイコンは、3 通の未読の通知があることを示しています。

  2. 通知アイコンを選択します。
  3. タスク リストに追加したい通知を選択します。通知の詳細ダイアログが開きます。
  4. Choose the 'add task' icon  to add this notification to your tasks. The notification will remain in the notification list too.

See Managing Notifications in Confluence for a full description of notifications.

スクリーンショット: 通知詳細ダイアログ


Creating task lists and managing tasks on a page

Task lists on a page are useful for assigning and managing tasks in a team.

To add a task list on a page:

  1. ページを編集します。
  2. Choose the task-list icon  in the editor toolbar, or press [ and then ] on your keyboard.
  3. Type the description of the task.
  4. If you want to assign a task to someone, type '@' and the person's name in the task description. (For more information about @mentions, see Using Mentions.) That person will receive a notification, and the task will appear in their personal task list in the workbox. If you @mention yourself, the task will appear in your personal task list.
  5. To end the list, press Enter twice.

Keyboard shortcuts:

  • To add a task list, press press [ and then ] on your keyboard.
  • To indent a task, press Tab.
  • To undo an indent, press Shift+Tab.

Managing tasks on a page:

  • When viewing a page, you and other viewers can mark tasks as complete or incomplete. Updates to a task on the page will be transferred to the workbox too. (See above.)
  • To be able to update a task list when in view mode, you need permission to edit the page:

What if the update fails?

This section describes what you should do if Confluence displays an error message saying that your change to a task list could not be saved. The cause is probably one of the following:

  • Your session has expired. Resolution: Log in and update the task list again.
  • You do not have permission to update the task list. Resolution: Check your permissions. You need 'Create page' permission in the space. Please check also that there are no page restrictions that prevent you from editing the page.
  • The network is down. Resolution: Please try again when the network is available.

Screenshot: A task list on a page


Managing tasks with Confluence mobile

You can view and manage your tasks on your phone or other mobile device too. See Using Confluence on a Mobile Device for more about mobile platforms.

MobileTasks

注意

  • 管理者は Confluence サイトのワークボックスの有効化および無効化を行うことができます。また、管理者は、JIRA サイトまたは別の Confluence サイトを接続して、これらのサイトからの通知もユーザーのワークボックスに表示されるようにすることができます。「ワークボックス通知の設定」を参照してください。
  • The Confluence workbox is provided by a set of plugins. To remove the personal notifications and tasks functionality from your site, you can disable the following plugins. See Disabling or Enabling a Plugin for instructions. Disabling these plugins will disable the entire workbox . It is not possible to disable only tasks or only notifications:

    • Notifications and Tasks - Common Plugin

    • Notifications and Tasks - Host Plugin

    • Notifications and Tasks - Confluence Provider Plugin
  • プラグインを再有効化する場合は、共通プラグイン、ホストプラグイン、Confluence プロバイダープラグインの順序で行ってください。
  • 個別のユーザーごとにワークボックスを無効にするオプションはありません。
  • The workbox is not available in clustered environments. The plugin will be installed and enabled, but it will detect that the site is in clustered mode and will not display the dialog.
  • Completed tasks in the workbox are automatically deleted after 7 days.
  • You cannot disable the functionality that provides task lists on a page.
  • There is no link between the tasks in a Tasklist Macro and the tasks described above. The tasks from the macro do not appear in the workbox.

  • Have a feature request? If you are interested in expanding the functionality of tasks in Confluence, you can collaborate with other customers, vote and view all the open feature requests for this feature in the workbox component of the Confluence issue tracker.
    For example, here are some of the feature requests on the issue tracker:

Except where otherwise noted, content in this space is licensed under a Creative Commons Attribution 2.5 Australia License.