Tasks

Tasks are for the loose ends: the snag list after commissioning, the part that has to go back, the thing you promised to check next week. There is a Tasks page for everything across your projects, and a Tasks tab inside each project that shows only that job.

Four views of the same list

Board shows one column per status and you drag cards between them. List groups by status in a compact reading layout. Table gives you sortable columns and hover actions, plus drag handles to reorder rows by hand. Timeline draws a bar per task from its start date to its due date across a six week window, and you drag the bars to move a task or pull an edge to change the dates. Tasks without dates are listed as unscheduled.

Search and the assignee, priority and project filters apply to every view.

Creating and editing a task

New task opens a composer. Give it a title, a description, then set the property chips: status, priority, assignee, start date, due date and, outside a project, the project it belongs to.

Editing behaves differently from creating. When you open an existing task, every field saves the moment you change it, so there is no save button. A new task needs Create task.

Statuses and priorities are yours

The slider icon next to New task opens the customise dialog. Statuses are the board columns, in the order you set. Priorities are the coloured flags. You can rename them, recolour them, reorder them and add your own. Both apply to every project in your organisation, so change them deliberately.

Returns

Each task can be linked to an RMA. Link an existing return from the picker, or use Create RMA from task to open a new RMA ticket seeded with the task title and description and link it back. Linked tasks show a small return icon on the board card, and the task dialog gives you a direct link to the RMA.

Chat

A saved task has a comment thread at the bottom. Use it for the back and forth about that specific item, so it stays with the task rather than in a message app.

Reordering

Drag handles in the table only work when the table is on its default sort, ascending by order, and when no search is active. If dragging is unavailable, a hint at the bottom of the table tells you to sort by the first column again.

Where tasks show up elsewhere

A task with a due date appears on the calendar on that day. Tasks assigned to someone appear on their My schedule page alongside their crew bookings. Both link straight back to the task.

Limits

Tasks have no subtasks, no dependencies and no checklists. There are no recurring tasks. Deleting a task requires the document creation permission, so a limited seat can work tasks but not wipe the board.