- How to use the status board
- How to use conversations
- How to prioritize
- How to delegate or take over a task
Stages board
The stages board shows you the progress of a workflow instance as it moves from stage to stage. It might be a good resource if your task is to pick up actions when they reach a certain stage in a workflow.
Conversations
If you have a question regarding a step or a workflow, it’s a good idea to start a conversation. You can do it for every instance.


Prioritization
To make sure you know which tasks should be tackled first, we recommend using Next Matter Inbox. It displays the list of tasks assigned to you, which you can filter based on, for instance, priority and deadline.
If your organization scales the number of workflows, it’s a good idea to revisit your notification settings. Maybe you don’t want to get notified when a task is assigned to you but prefer to control your workload from the Next Matter Inbox?You can manage your notifications in your Profile settings.
Snooze tasks
To clear up your inbox from tasks that are due in a while, you can snooze them so that they don’t show up in your list of tasks.Snoozing tasks is only available on desktop. On mobile devices, you can only view snoozed tasks.
- Go to your Inbox.
- In Tasks assigned to me or Attention needed, hover over an open task.
- Click the clock icon on the right.

- Select how long you want the task to be snoozed for.

Take over steps
If you’re involved in a workflow and you see it’s stuck and not progressing, you can always take over a step.When you take over a step, you can’t delegate it further.

If you’ve been assigned to a step but someone else has taken it over or you have delegated it to someone else, you can take back ownership by clicking the Reclaim button.