Tasks are a useful feature in New Expensify which allows the tracking and assignment of a task to a specific user (known as an Assignee) within a 1:1 or group chat.

How to create a Task

1. Click on a chat
2. Click on the + button
3. Click on “Assign a Task”
4. Add a title (mandatory) and a description (optional)
5. You’ll then have the option to add an assignee to the Task. If you wish to utilise the task for tracking purposes, you can keep this unassigned.

Note: The Task will always be shared in the chat it was created in.

To edit a Task

Both the Task creator and the Assignee will have the option to:

• Leave a comment in the task’s thread
• Reassign the Task to someone else by clicking on the task, then the sideways arrow next to the “Assignee” field, and selecting a new Assignee or typing their email.
• Edit any of the task’s details (i.e. title and description) by clicking on the task, and then the sideways arrow next to each field.
• Mark the Task as complete by either clicking on the checkbox or clicking on the Task, then clicking on the green “Mark as Complete” button.