Tasks

Organize work with a Kanban-style task board. Create tasks, assign them to team members, set priorities and deadlines, and track progress with drag-and-drop columns.

Open Tasks#

Click Tasks in the sidebar to open the task board.

Board Layout#

The board displays tasks in columns by status. Drag tasks between columns to update their status.

Create a Task#

1. Click the Add Task button
2. Fill in the task details:
   • Title (required)
   • Description
   • Priority — Low, Medium, High, Critical
   • Assignee — Select a team member
   • Due Date
   • Status — Column to place the task in
3. Click Create

Edit a Task#

1. Click a task card to open its detail view
2. Edit any field
3. Click Save to keep your changes

Drag and Drop#

• Drag a task card from one column to another to change its status
• A rotation animation shows during the drag preview
• All changes sync in real-time

Task Properties#

Priorities#

• Low (Grey) — Nice-to-have items
• Medium (Blue) — Standard work
• High (Orange) — Important tasks
• Critical (Red) — Urgent/blocking issues

Assignees#

Assign any workspace member to a task. They'll see the task in their list and receive a notification.

Due Dates#

Set a due date on any task. Overdue tasks are visually flagged.

Subtasks#

Break down tasks into smaller subtasks within the task detail view.

Dependencies#

Link tasks that depend on each other. Visual dependency lines connect related tasks on the board.

Filter and Search#

Use filters at the top of the board to narrow down tasks:

• Assignee — Show only tasks assigned to a specific member
• Priority — Filter by priority level
• Due date — Overdue, this week, this month
• Search — Text search across task titles and descriptions

Project Filtering#

If your workspace uses projects, switch between them with the project selector in the top bar. Each project has its own set of tasks.

Column Settings#

Customize columns via the column settings menu:

• Rename columns
• Reorder columns
• Add or remove status columns

Real-Time Updates#

All task changes sync instantly:

• New tasks appear immediately for all viewers
• Status changes (drag-and-drop) are live
• Assignments and edits propagate in real-time
• No page refresh needed

Permissions#

Access to tasks depends on your role's permissions:

• Create — Add new tasks
• Read — View task board and details
• Update — Edit existing tasks
• Delete — Remove tasks
• Admin — Manage columns and settings

See Roles & Permissions for details.