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.
- Click the status on the task page.
- 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
- Type your message in the Comments box.
- Type @ and then a name to mention a colleague. They get a notification.
- 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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