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How do I work on a task?

Open the task, set its status, tick off the checklist, upload files and add comments. You change the status yourself as the work moves ahead.

Who can do this: Admin, Partner, Company SecretaryLast checked: 19-10-2026

Open the task

Click Tasks in the left menu, then click a task. The page shows its status, priority, assignee, description, checklist, fees and comments.

Change the status

A task is always in one of four statuses. You change it yourself.

  • Not Started — nobody has begun the work.
  • In Progress — work is going on.
  • Blocked — you are waiting for a client, a signature or an office. Write the reason in a comment.
  • Done — the work is finished.
  1. Click the status on the task page.
  2. Choose the new status.

Use the checklist

The checklist shows what must be done. It has three kinds of items:

  • File Upload — upload the document. The item is ticked when the file is added.
  • Confirmation — tick the box yourself when the work is done.
  • System Auto — DueFiler fills this one. You do nothing.
Good to knowNormally only the assignee can tick checklist items. An Admin or a Partner can also do it.

Comments and watchers

  1. Type your message in the Comments box.
  2. Type @ and then a name to mention a colleague. They get a notification.
  3. Add Watchers to keep other people informed.

Cannot see this on your screen?

  • Your role must be one of these: Admin, Partner, Company Secretary. If it is not, ask your Admin to check your access.
  • If your firm’s trial has ended, DueFiler is read-only. You can see everything, but you cannot add or change anything.

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