# Assign and track tasks

> Open a plan from Home → Plans to use its task board. Add tasks, assign people and move cards from To do to Done. Your own tasks are in Home → My tasks.

- Product: Action planning › Signals and plans
- Who can do this: Super admins, HR admins
- Plan: Action planning
- Where: Admin dashboard
- Last checked: 15 Oct 2026
- Web page: https://www.vantagecircle.com/en/help/action-planning/signals-and-plans/assign-and-track-tasks/

Every plan has a **Task board** with four columns: **To do**, **In progress**, **Blocked** and **Done**. Open a plan from **Home → Plans** to see it. The plan's progress counts done tasks out of all its tasks.

![The Task board with Search tasks, Assignee and Priority filters above four columns: To do with 2 tasks, In progress, Blocked and Done with 1 each](https://cdn.vantagecircle.com/image/upload/q_auto,f_auto/v1792133346/vantagecircle/help-centre/en/action-planning/signals-and-plans/ap-task-board-519ef7d524eee494.png)

## Add a task

1. On the plan's page, select **Add task**.
2. To save typing, pick one under **Start from a template**. There are five, such as Peer recognition programme and Wellbeing reset month. A template fills in the title, description, steps, priority and due date, and you can change any of them.
3. Enter a **Title** of up to 200 characters. A **Description** is optional.
4. Under **Assignees**, search for at least one person. A task can have up to 20.
5. Choose a **Due date** if you want one, and a **Priority**: **Low**, **Medium** or **High**. Medium is selected by default.
6. Add **Steps** if the task has several parts. Select **Add step** for each one. A task can have up to 20 steps.
7. Select **Add task**. It goes into the **To do** column.

## Move a task

Drag the card to another column, or use the card's **…** menu and choose **Move to** a status. The change saves straight away.

To find cards on a busy board, use **Search tasks**, **Assignee** or **Priority**. The board then says how many tasks are shown, such as "3 of 8 tasks shown", with **Clear filters** beside it.

## Update a task

Select a card to open it in a side panel.

- The buttons at the top move it on: **Start working**, **Block**, **Mark done**, **Resume** or **Reopen**, depending on where it is.
- You can change **Assignees**, **Due date**, **Priority**, **Description** and **Steps**. Each change saves on its own, and "Saving…" then "Saved" appears under the field. The description and step text save when you click away from them.
- Tick a step to mark it done. The card shows how many steps are done, such as "1/3 steps".
- Write in **Add a comment** and select **Add comment**. Comments show the writer's name and the date. They can't be edited or deleted.

You can't change a task's title once it's added. Delete the task and add it again.

A task past its due date that isn't **Done** shows as **Overdue**.

## Delete a task

Select **Delete task** in the side panel, or in the card's **…** menu. You'll be asked first, because its steps and comments are removed too. This can't be undone.

## Your own tasks

**Home → My tasks** lists every task you're assigned to, from every plan. Filter by **Status** or **Priority**, or search. Select a row to open the task. Its **Plan** link takes you to the plan.

## Who sees tasks

Assignees aren't sent an email or notification. They only see their tasks if they can open Action planning themselves, which takes the super admin or HR admin role. If you assign a task to someone without one of those roles, tell them about it yourself.

## If something goes wrong

**"Not saved." under a field**
The reason follows it. Select **Try again**. Your other changes are kept.

**"Couldn't move the task"**
The card stays in its old column. Try again.

**"This task no longer exists."**
Someone else deleted it while you had it open.