Tasks
Overview
The Tasks module provides project and task management capabilities within the HR system. It supports workspaces, projects, task boards with drag-and-drop, sub-tasks, file attachments, and analytics. Tasks can be assigned to employees, tracked through stages, and filtered by priority, status, and date.
Accessing Tasks
Navigate to HR > Tasks in the sidebar. You will be redirected to the Workspaces view by default.
Navigation
| Tab | Description |
|---|---|
| Workspaces | View and manage workspaces |
| Projects | Browse all projects |
| Analytics | Task analytics and reporting |
Workspaces
Workspaces are the top-level organisational unit for tasks. Each workspace can contain multiple projects.
Viewing Workspaces
The workspaces page displays all available workspaces in either list or board view.
View Types
| View | Description |
|---|---|
| List | Traditional table/list view of tasks |
| Board | Kanban-style board with drag-and-drop columns |
Projects
Navigate to HR > Tasks > Projects.
Projects group related tasks together within a workspace.
Project Detail
Click on a project to view its detail page, which shows:
- All tasks within the project
- Task stages as board columns
- Project summary and progress
Task Management
Creating a Task
- Click the Create Task button.
- Fill in the task details in the modal.
Task Fields
| Field | Description |
|---|---|
| Title | Task name/description |
| Assigned To | Employee(s) responsible |
| Assigned By | Creator of the task |
| Project | Associated project |
| Priority | Task priority level |
| Status | Current task status |
| Due Date | Deadline for completion |
| Attachments | File uploads attached to the task |
Task Actions
| Action | Description |
|---|---|
| View Details | Open task detail modal |
| Edit Task | Modify task fields |
| Duplicate Task | Create a copy of the task |
| Delete Task | Remove the task |
| Move Task | Change task stage (drag-and-drop on board view) |
Sub-Tasks
Tasks can contain sub-tasks for breaking work into smaller items. Sub-tasks can be created, edited, and tracked independently.
Board View (Kanban)
The board view displays tasks as cards organised into stage columns. Features include:
- Drag-and-drop to move tasks between stages
- Stage columns with task counts
- Task cards showing title, assignee, priority, and due date
Filters
| Filter | Description |
|---|---|
| Date | Filter by date range |
| Status | Filter by task status |
| Priority | Filter by priority level |
| Assigned to Me | Show only your assigned tasks |
| Search | Text search across task titles |
Analytics
Navigate to HR > Tasks > Analytics.
View task completion metrics, team productivity, and project progress reports.