Tasks

The Tasks tab is where the project's work lives. Every piece of work is a task with a key (for example ALN-FIT-14), a status, a priority, an assignee and dates. You can see tasks as a Kanban Board, a List or a dense Table, filter and group them, save views, update many at once, and open any task in a side panel to edit it and manage its subtasks, checklists, comments, attachments, followers, labels, custom fields, dependencies, recurrence and planning links.

Managers plan and assign work here; members update the tasks assigned to them; viewers and guests follow progress.

Where to find it

How	Details
Sidebar	Project → Tasks (list-check icon), second project tab.
From other pages	Dashboard Latest tasks, Calendar task cards, notification Open links and the project Overview open tasks here (with `?task=ID` the task panel opens directly).
Command palette	Ctrl K → Tasks · project name.
URL	`/projects/{project}/tasks`.

Who sees it: everyone who can open the project. Project Viewers (guests) see only tasks marked Guest-visible that are not Private. Tasks are part of every plan.

The Tasks tab uses the full width of the page (no breadcrumb row).

Screen tour

Toolbar (top)

Element	Position	Details
Project name and task count	Left	For example Al Noor Showroom Fit-out · 42 tasks, with member avatars.
Search for tasks	Centre	Searches titles and keys.
Saved views button	Toolbar	Opens the saved-views panel. Highlighted when a saved view is active.
Filter button	Toolbar	Opens grouping and filters; shows the number of active filters.
Customize cards button	Toolbar	View switch and the fields shown on cards.
New task	Right	Shown when you can create tasks.
Live strip	Under the toolbar	Live refresh on / Live refresh paused and Synced HH:MM. The list refreshes quietly when you return to the tab and when you come back online; it pauses while offline. The 30-second timer was removed on 10 October 2026, so the board no longer re-draws every half minute.

Views

View	What it shows	Writes
Board (default)	One column per status (or per group, see Group by). Columns always appear, even when empty ("Drop a task here or add one").	Drag cards between status columns; + on a column adds a task with that status.
List	Columns Key, Title, Status, Priority, Assignee, Due.	Tick rows for bulk actions.
Table	Adds Type, Start, Progress, Flags (Blocked, Guest, Private), Counts (comments, attachments, checklists).	Inline editing of title, type, status and other cells when you may update the task; bulk actions.

Switch views under Customize cards → View (Board, List, Table).

Board cards

A card shows (depending on Customize cards → Show only): Status, Key, Type, Assignee, Due date, Subtasks, Priority, plus icons for comments, attachments, checklists, subtasks and progress. Category, Created, Department and Updated are listed as "(soon)" and cannot be shown yet. Your card choice is remembered.

Default statuses

Status	Meaning
Backlog	Not planned yet.
To Do	Planned, not started.
In Progress	Being worked on.
Review	Waiting for review/approval.
Done	Finished. Sets completion.
Cancelled	Dropped; not counted as open.

A project can have its own status columns (names and colours); the board then uses them.

Empty and error states

No tasks yet — "Create the first task to get started." with New task (or "Tasks will appear here." if you cannot create).
No match for filters: No tasks — "Try clearing filters."
Load failure: Unable to load this page with Retry; plan lock shows Not available on your plan.

Filter, group and search

Open Filter:

Section	Options
Group by	Status (default), Assignee, Priority, Type, Due date. Non-status grouping is view-only — drag and per-column add are off. Due-date groups: Overdue, Due today, This week, Later, No due date.
Assignee	Click member avatars.
Status	All or one status.
Type	Task, Bug, Feature, Request, Idea, Approval, Chore.
Priority	None, Low, Medium, High, Urgent.
Due	Any, Overdue, Today, This week, No due date.
Other	Blocked only, Guest-visible only.

Press Esc to close a panel.

Saved views

Open Saved views:

Section	Controls
Apply	Choose a view (or Current filters). A share link to the view appears for shared views.
Save current	View name · Share with team · Make default · Save view (or Update active to overwrite the active view).
Active view actions	Default (make it the default) · Delete.

Messages: Saved view created., Saved view updated., Default view updated., Saved view deleted.; "Name this view before saving."; errors Could not save this view., Could not delete this view., Could not update the default view. Shared views can be managed by people allowed to manage shared views (project managers and above); personal views by their owner. A saved view stores the view type, filters and sort.

Create a task

Click New task (toolbar), + on a board column, or New task in the empty state.

Fill in New task:

Field	Required	Rules / defaults	Notes
Title	Yes	Up to 255 characters. Placeholder What needs doing?
Description	No	Free text.
Status	Yes	One of the project's statuses; defaults to the column you clicked.
Priority	Yes	None, Low, Medium (default), High, Urgent.
Assignee	No	Unassigned or a project member.	Only project members can be assigned.
Reviewer	No	No reviewer or a project member.
Start date / Due date	No	Dates.	Due date drives overdue, Calendar and reminders.
Story points	No	0–9,999, steps of 0.5.
Estimate minutes	No	0–100,000.	Used by the resource calendar.
Type	No	Task (default), Bug, Feature, Request, Idea, Approval, Chore.
Progress	No	0–100 %.
Blocked	No	Tick to flag; shows Blocked reason (up to 2,000 characters).	Counts in Overview Blocked.
Guest-visible	No	Off by default.	Viewers/guests can see it.
Private	No	Off by default.	Hidden from guests even if guest-visible.

Click Create task. You see Task created. The task gets the next key (CODE-N).

Errors: field messages, You can't create tasks here., Could not save the task. Please try again.

Open and edit a task (task panel)

Click a card or row. The panel opens on the right, titled with the task key.

If you may edit, the panel shows the edit form (same fields as above) followed by sections. Save changes (shows Saved when nothing changed) → Task saved. If someone else's change made the task read-only for you: You can no longer edit this task.

If you may only view, it shows badges (status, priority, Blocked), the title, description and a details grid: Assignee, Reviewer, Type, Start date, Due date, Story points, Estimate, Progress, Milestone, Epic, Sprint, Guest-visible, Private, and the blocked reason.

Panel sections

Section	What you can do	Messages
Labels	Attach an Existing label…, or create one (New label name… + colour); remove with ×.	"Enter a label name or choose an existing label."
Custom fields	"Project-specific task data." Fill fields and Save fields. Managers add fields with Add custom field: New field (e.g. Customer priority), Type (Text, Number, Date, Checkbox, Select), Options (e.g. High, Medium, Low), Required.	"No custom fields configured."
Recurrence	Create a repeating task: Trigger (On schedule / When completed), Frequency (Daily, Weekly, Monthly, Yearly, Custom with Interval and Custom unit Days/Weeks/Months/Years), Start, End, Occurrence limit (No limit), Next occurrence, and what to copy (Description, Assignee, Reviewer, Labels, Checklists, Estimates). Save recurrence; later Pause/Resume, Skip next, Generate now, Remove.	"No recurrence." · "Check the recurrence schedule fields."
Planning	Link to Milestone, Epic, Sprint (or No …). Save planning → Planning saved. Sprints and epics need the Standard plan.	"Could not update task planning."
Comments	Write a comment…, tick Internal note to hide it from guests; Edit/Delete your own (managers can manage all). Use `@name` to mention a project member — see Notifications. Badges Internal / External.	Delete asks Delete comment — "This comment will be removed from the task."
Attachments	Upload a file (up to 10 MB), mark Guest-visible or Internal, Preview, Download, delete.	"Choose a valid file up to 10 MB." · Delete attachment — "The attachment will be removed from this task."
Followers	Add follower… (project members); remove with ×. Followers are notified of new comments.	"Choose a project member to follow this task."
Checklists	New checklist name… → Add; Add an item…; tick items; set item assignee and due date; reorder ↑↓; rename; delete.	Delete checklist — "This checklist and its items will be removed from the task." · Delete checklist item — "This item will be removed from the checklist."
Subtasks	Add a subtask...; mark Done / Reopen; delete.	Delete subtask — "This subtask will be removed from the task."
Dependencies	Add a Dependency: type Blocked by, Blocks, Related to or Duplicates, then Choose task.	"Choose a valid dependency." · "No available tasks"

Panel footer actions

Button	What happens
Duplicate	Creates a copy of the task. Errors: You can't duplicate this task.
Move	Move task — "The task will move to the selected project. Review the destination before continuing." Choose Target project (Choose a project) → confirm. Task moved. Disabled when you have no other project to move to.
Delete	Delete task — "This removes the task from the project. Existing activity history remains in the project log." → Task deleted.

Errors: You can't move this task there., Choose a valid target project., You're not allowed to delete this task.

Move a task on the board

Drag the card to another status column (Group by Status only).
The card moves at once and is saved. If it fails it jumps back with: You can't move that task., That status isn't valid for this project. or Could not move the task. Please try again.

Edit inline (Table view)

Switch to Table.
Click a title, type, status or other editable cell, change it, press Enter (or pick from the list). Esc cancels.
You see Task updated. (or Could not update the task field.).

Bulk update

In List or Table, tick tasks (header checkbox selects all visible).
The bar shows N selected. Choose Set status (pick a status), Set priority (none/low/medium/high/urgent), Mark blocked or Mark unblocked.
Click Apply → N task(s) updated. Clear deselects.

Only tasks you may update are changed.

Permissions

Action	Owner / Projects Administrator	Project Manager	Project Member	Project Viewer (guest)
See tasks	All	All in their projects	All in their projects	Guest-visible, non-private only
Create, delete, move, duplicate tasks	Yes	Yes	No	No
Edit any task, bulk update, drag on board	Yes	Yes	Only tasks assigned to them	No
Comment	Yes	Yes	Yes	Yes (sees non-internal comments)
Manage shared saved views, custom field definitions	Yes	Yes	Personal views only	Personal views only

A project Manager edits a project when their Portal role is Projects Manager (or a client manager/member role) and they are Manager on the project's Team.

Worked examples

Example 1 — a member updates her task

Sara Khan (Member) opens Al Noor Showroom Fit-out → Tasks (Board). In In Progress she drags ALN-FIT-14 · Install display lighting to Review. She opens it, sets Progress 90, ticks the last checklist item Test dimmers, writes "@omar haddad ready for review" and clicks Save changes → Task saved. Omar gets You were mentioned.

Example 2 — a manager plans a week

Omar Haddad (Manager) prepares the snagging phase.

New task: Title Snag list walkthrough, Status To Do, Priority High, Assignee Yousef Ali, Reviewer Omar Haddad, Due 2026-10-11, Estimate minutes 240, Type Task, Guest-visible ticked → Create task → ALN-FIT-43.
He adds a Blocked by dependency on ALN-FIT-14 and links the task to milestone Handover under Planning.
He sets Recurrence: On schedule, Weekly, limit 4, copying checklists → the walkthrough repeats every week until handover.
In Table, he filters Due → This week, ticks 6 tasks and applies Set priority → high → 6 task(s) updated.
He saves the filter as view This week – High with Share with team and Make default → Saved view created.
The client (project Viewer) sees ALN-FIT-43 in their guest view because it is guest-visible; internal notes stay hidden.

How it connects

Screen	Relationship
Overview	Counters and attention lists.
Calendar	Dated tasks and workload.
Planning	Milestones, epics, sprints; Timeline.
Time tracking	Time logged against tasks.
My Tasks, Dashboard	Cross-project task views.
Notifications	Mentions and follower comments.
Activity	Every task change is logged.
Automations	Task events can trigger automations.
Team	Only members can be assigned; guest visibility.
Playground	Board items can be converted to tasks.

Tips and common problems

Problem	Cause	Fix
No New task button.	You are a Member/Viewer.	Ask a project Manager.
Can't drag cards.	Grouped by something other than Status, or you can't edit.	Group by Status.
A person isn't in Assignee.	Not a project member.	Add them on the Team tab.
Client can't see a task.	Not Guest-visible, or Private.	Tick Guest-visible, untick Private.
Live refresh paused.	You're offline.	Reconnect; it resumes.
Upload refused.	File over 10 MB.	Compress or share via Files.
Move is disabled.	No other project you can move to.	—

Overview · Calendar · Planning · Activity
Team · Files · Time tracking · Automations
My Tasks · Notifications · Dashboard