When you’re assigned a task, you’re invited to collaborate in Cube as part of your company’s finance process. Whether you’re reviewing data, sharing updates, or approving inputs, this guide will help you complete your task with confidence.
What Is Cube?
Cube is a collaborative planning platform. It helps your company stay aligned on budgets, forecasts, and goals, without endless spreadsheets or back-and-forth updates.
Workflows and tasks allow teams to collaborate on these processes.
What to expect from a task
Each task is part of a workflow—a set of related tasks designed to keep a process moving forward.
Tasks assigned to you will include:
- The workflow this task is linked to and its owner.
- The due date.
- Additional instructions on what to do.
- An optional attachment for context (like a dashboard, report, or file).
- A comment thread (coming soon!) for answering questions or discussing an attachment.
- A status—either Draft, To Do, or Done.
You’ll only see tasks assigned to you and any workflow(s) they are a part of, while workflow owners can track the progress of all tasks and workflows.
Find assigned tasks
- Log in to the Cube Workspace and click on Workflows in the left navigation.
- You’ll see a list of workflows that include tasks assigned to you.
- Click a workflow name to view the tasks assigned to you.
- Click your task to open the full details and complete the task.
Review and complete a task
When you open a task, you’ll see:
- Instructions from the workflow owner.
- Any relevant attachments (these may be dashboards, reports, or files from the Cube library).
- The task status.
- A comment thread (coming soon!) with notes, questions, or additional information about the attachment.
- A list of other pending tasks assigned to you to the left.
After you’ve completed the action requested:
- Click the status dropdown in the upper-right corner of the task.
- Click Done.
- Your update will be saved, and the workflow owner will be notified.
- Continue to other tasks assigned to you.
Reassign a task
If someone else is better suited to complete a task assigned to you:
- Open the task and click Edit.
- Choose a new assignee from the dropdown.
- Save your changes.
You can only assign tasks to people who have access to Cube. Learn how to invite users.
Get help with tasks
If you’re unsure how to complete an assigned task:
- Check the task instructions for guidance.
- Leave a comment in the comment thread (coming soon!).
- Contact the workflow owner listed at the top of the workflow.
- Visit our Help Center for more on workflows and collaboration in Cube.
- Reach out to our support team.