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Tasks

Productivity ยท Collaboration ยท Organization

Task Management

The task management system provides a comprehensive solution for organizing work through Kanban boards. Users can create, assign, and track tasks with drag-and-drop functionality, priority levels, and due dates. The system supports both personal task management and team collaboration through task assignment with real-time notifications for task assignment and completion.

Kanban workflow

Visual task management with drag-and-drop across three columns.

Task assignment

Assign tasks to team members with real-time notifications.

Priority & due dates

Urgent and normal priority levels with deadline tracking.

Key Features

Essential task management tools.

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Kanban Board

Visual board with Pending, In Progress, and Done columns.

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Task Assignment

Assign tasks to team members within your company.

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Drag & Drop

Move tasks between columns with instant status updates.

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Priority Levels

Mark tasks as urgent or normal priority.

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Due Dates

Set deadlines for task completion tracking.

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Notifications

Real-time alerts for task assignment and completion.

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List View

Track tasks you've assigned to others with filtering.

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Export & Bulk Operations

Export to Excel and bulk delete assigned tasks.

Task Management Overview

Visual guide to task management features.

This video demonstrates the complete task management workflow including creating tasks, assigning them to team members, setting priorities and due dates, and managing tasks through the Kanban board interface.

Assigned to Me - Tasks List Interface

Tasks List Interface showing tasks assigned to the current user

The "Assigned to Me" tasks list shows all tasks that have been assigned to the current user. This interface provides filtering options, status indicators, priority levels, and bulk operations for efficient personal task management.

Assigned by Me - Tasks Management Interface

Tasks Management Interface showing tasks assigned by the current user to others

The "Assigned by Me" tasks list displays all tasks that the current user has assigned to other team members. This interface allows managers to track task progress, monitor completion status, reassign tasks, and manage workload distribution across the team.

Task Views

Different perspectives for task management.

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Kanban Board (Assigned To Me)

  • View tasks assigned to you in Kanban format
  • Three columns: Pending, In Progress, Done
  • Drag and drop to change task status
  • Create personal tasks or assign to others
  • Real-time status updates
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Assigned Tasks List

  • View tasks you've assigned to others
  • Track assignee progress and completion
  • Advanced filtering and sorting
  • Export to Excel functionality
  • Bulk delete operations

Task Status Flow

Complete lifecycle of tasks.

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Pending

Task created but not yet started. Waiting to be picked up and worked on.

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In Progress

Task is actively being worked on. The assignee has started the work.

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Done

Task completed successfully. Notifies the task creator automatically.

Priority Levels

Task urgency classification.

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Urgent

  • High priority tasks requiring immediate attention
  • Visual indicator for quick identification
  • Should be completed as soon as possible
  • Typically time-sensitive or critical
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Normal

  • Standard priority tasks
  • Regular workflow items
  • Default priority level
  • Completed in normal course of work

Notifications

Real-time task alerts.

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Task Assigned

Receive notification when someone assigns you a task.

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Task Completed

Get notified when a task you assigned is marked as done.

Data Grid Features

Advanced table capabilities for assigned tasks.

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Real-time Search

Search by title or message content.

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Status Filtering

Filter by pending, in progress, or done status.

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Priority Filtering

Filter by urgent or normal priority level.

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Assignee Filtering

Filter by assigned team member name.

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Date Filtering

Filter by creation date or due date.

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Server-side Pagination

Handle large datasets with configurable page sizes.

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Column Sorting

Sort by any column including title, status, date.

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Bulk Operations

Select multiple tasks for bulk deletion.

Permissions

Required permissions for task operations.

ActionPermission
View Tasks (Kanban)todos.view
Create Tasktodos.create
Edit Tasktodos.update
Delete Tasktodos.delete
Assign Task to Otherstodos.create
Export Assigned Taskstodos.view
Bulk Delete Taskstodos.delete

Best Practices

Task management guidelines.

PracticeRecommendation
Task TitlesUse clear, descriptive titles for easy identification
DescriptionsAdd detailed descriptions for complex tasks
Due DatesSet realistic deadlines for time-sensitive work
PriorityMark urgent tasks to prioritize work appropriately
Status UpdatesMove tasks through columns as work progresses
DelegationUse list view to monitor delegated tasks

Troubleshooting

Common issues and solutions.

IssueFix
Can't create a new taskContact your administrator to ensure you have the right permissions to create tasks
Tasks list not showingTry refreshing the page or check your internet connection. If the issue persists, contact support
Can't drag and drop tasksYou can only move tasks that are assigned to you. Contact the task owner if you need changes
Not getting task notificationsCheck your notification settings to ensure task alerts are enabled
Can't delete a taskYou can only delete tasks you created. For other tasks, contact the task owner or administrator
Download to Excel not workingMake sure your browser allows downloads and try again. If it still fails, try using a different browser
Can't delete multiple tasksYou can only delete tasks you created. For other tasks, contact the task owner or administrator