Pick a view
Use list view for detail or calendar view when dates and months matter.
Calendar guide
Use the calendar as the daily worklist.
The calendar is where tasks become action. Use it to filter, assign, update and link evidence so work does not sit in email or spreadsheets.
Recommended flow
Filter the list
Focus on overdue, due soon, missing evidence, completed work or a specific workstream.
Open the task
Update the due date, owner, status and notes from the task detail page.
Close the loop
Attach evidence and mark the task complete only when the work has actually been done.
Choosing the right filter
Filters keep the page focused when a workspace has many tasks.
- Use Overdue for work that needs immediate attention.
- Use Due soon for the next 30 days of work.
- Use Missing evidence when the task is done or in progress but the supporting file is not attached.
- Use workstream filters for controlled documents, ISO packs or specialist registers.
Task ownership
Clear ownership keeps reminders useful and prevents duplicated follow-up.
- Assign a task to the person expected to move it forward.
- Members should only edit tasks they own or have permission to manage.
- Viewers can inspect tasks and reports but should not see mutation controls.
- When assigning a task to someone else, use notes to make the expected action clear.
Related guides
Important boundary
Obligary supports organisation and evidence. It does not replace professional judgement.
Use Obligary to manage tasks, owners, reminders, documents, evidence and reports. Your organisation remains responsible for deciding what applies and taking legal, regulatory or certification advice where needed.