Tasks

Updated 1 day ago 2 min read

Overview

The Tasks module provides a workspace for employees to manage their assigned tasks, create new tasks, and track progress. It supports both list and Kanban board views with drag-and-drop functionality. This section requires an active HR subscription.

Accessing Tasks

Navigate to Tasks in the sidebar.

View Modes

Two view modes are available, selectable from the toolbar:

View	Description
List View	Tasks displayed in a data table with sorting and pagination
Board View	Kanban-style board with drag-and-drop between columns

Task Stages (Board View)

The board view organises tasks into four columns:

Stage	Description
OPEN	Newly created tasks
TO-DO	Tasks ready to be started
DOING	Tasks currently in progress
DONE	Completed tasks

Drag a task card from one column to another to update its status automatically.

Creating a Task

Click Create New Task in the header.
A modal form opens with fields for:
- Task title and description
- Project assignment
- Milestone selection (filtered by project)
- Priority level (High, Medium, Low)
- Assigned to (team member)
- Due date
- File attachments
Click Save to create the task.

Task Actions

Action	Description
View Details	Opens a detail modal showing full task information
Edit	Opens the edit form to modify task details
Duplicate	Creates a copy of the task
Move	Drag-and-drop (board view) or status change to move between stages

Filtering Tasks

Filter	Options
Search	Free-text search by task title
Status	All Status, Open, To-Do, Doing, Done
Priority	All Priorities, High, Medium, Low
Date	All Time, Today, This Week, This Month

A Reset Filters button clears all active filters.

Priority Colours

Priority	Colour
High	Red
Medium	Amber
Low	Green

Task Scope

Tasks shown are those where the employee is either:

Assigned to the task, or
Created the task

All tasks are scoped to the employee's current company.

Was this page helpful?

0 found it helpful, 0 did not