The tasks page is your internal to-do board. You capture work for yourself or for colleagues, give it a priority and a deadline, and follow its progress from to do to done. You can switch between three views: a list, a kanban board and a calendar.
Where to find it
Sidebar → Planning → Tasks.
The three views
- List — a clear table, handy for scanning and filtering.
- Kanban — a board with four columns (To do, In progress, In review, Done). Drag a task to another column to change its status.
- Calendar — tasks on their deadline, ideal for spotting upcoming due dates.
Switch views with the buttons at the top right of the page.
Step by step: creating a task
- Click New task.
- Give it a title and optionally a description and category.
- Choose whether it's a personal task (only for you) or a team task.
- For a team task: search colleagues by name and add them under Assigned to — you can assign several people.
- Set the priority: low, medium, high or urgent.
- Pick a deadline.
- Set the starting status (default To do) and save.
Following up on a task
- Click a task to open the detail dialog.
- Change the status from the detail dialog or by dragging the card on the kanban board.
- Use the pencil icon to edit and the trash icon to delete.
Filtering
Filters above the list let you narrow down quickly:
- Search by task name.
- Status — to do, in progress, in review or done.
- Priority — low, medium, high or urgent.
- Type — personal or team tasks.
The clear-filters button resets everything in one click.
Tips
- A task past its deadline is flagged as overdue; within 24 hours as due soon. Clear those first.
- Use the urgent priority sparingly — otherwise it loses its signal value.
- Action items from meeting minutes appear here automatically once the minutes are finalised.
Frequently asked questions
Can colleagues see my personal tasks? No. A personal task is only for you; only team tasks are visible to the assigned people.
Why do I see all the organization's tasks? As a chairperson you see all tasks, not just the ones assigned to you.
Do assigned colleagues get a notification? Yes, an assigned task generates an admin alert for those involved.
Troubleshooting
- I can't edit or delete a task. That requires edit rights or being a chairperson. Ask a lead administrator if the buttons are missing.
- Dragging on the kanban board doesn't work. You can only move cards you have edit rights for; other cards are fixed.
- I don't see Tasks in the sidebar. The tasks module is off for your organization, or you don't have the manage planning permission. Ask a lead administrator to enable the module or grant you the permission.
Related
- Meeting minutes — action items from meetings land here as tasks.
- Events — work with a fixed date and participants.
- Dashboard — shows your open-tasks counter.