Tasks Overview

Tasks module provides users with a consolidated view of all tasks assigned to them, including personal tasks and tasks generated from workflows or team activities. It is designed to help users track progress, manage workload, and complete required actions efficiently.

Users can access Tasks from: Main > Tasks

This opens the task board view.

Task Board Layout

The Tasks interface is organized into three status columns, representing the task lifecycle:

1. To Do

2. In Progress

3. Done

Each column displays task cards with key information such as task name, task ID, owner, due date, comments, and updates.

Users can filter which tasks appear on the board by selecting between Task Type, Team and Owner.

Task Actions

From the Tasks board, users can:

• Add a new task using the + Add Task button

• Search tasks using the search bar

• Open a task card to view details, comments, updates, and status

• Drag and drop tasks to update status.

Task Card Information

Each task card shows:

• Task Name

• Task ID

• Owner

• Due Date

• Comment count

• Update count

Icons and labels help identify task type (personal, team, workflow-driven) and visibility rules. Additionally card color stripe is based off of task priority.