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, Review, Completed). 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 Create Task and choose Create Team Task or Create Personal Task (only for you).
- Give it a title and optionally a description and category.
- 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.
- Save. A new task always starts as To Do.
Following up on a task
- Open a task via ⋯ → Task Details; in the calendar view you click the task. In this window you read the details and post Comments. There is no status choice in it.
- Change the status by dragging the card to another column on the kanban board.
- Edit and Delete are in the task's ⋯ menu, and Edit is also in the Task Details window. You see them on tasks you created or assigned, or that are assigned to you; a chairperson sees them on all tasks.
Filtering
Filters above the list let you narrow down quickly:
- Search by task name.
- Status — To Do, In Progress, Review or Completed.
- 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.
- An action item from meeting minutes only becomes a task when you click Create Task next to it in the minutes. This does not happen automatically, not even when the minutes are finalized.
Frequently asked questions
Can colleagues see my personal tasks? Regular colleagues can't: a team task is only visible to its creator and the assigned people, a personal task only to you. A chairperson, however, sees all of the organization's tasks, including personal ones.
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? No. Assigning a task does not create a bell notification, a push message or an email. The colleague does see the task in their own task list; let them know yourself if it is urgent.
Troubleshooting
- I can't edit or delete a task. That is only possible for tasks you created or assigned, or that are assigned to you; a chairperson can edit and delete all tasks.
- Dragging on the kanban board doesn't work. You can only move tasks you created or assigned, or that are assigned to you; a chairperson can move every card.
- I can't create a team task. Only an administrator or a chairperson can create a team task. A teacher only creates personal tasks.
- I don't see Tasks in the sidebar. The Tasks module is off for your organization, or you lack the Manage planning permission (
manage_planning). The module is in every plan; you can see modules in Settings → Settings, tab Features (read-only). Ask Aqlemy if it is off, or an administrator with Manage admins to grant the permission.
Related
- Meeting minutes — use Create Task to turn an action item into a task.
- Events — work with a fixed date and participants.
- Dashboard — shows your open-tasks counter.