Tasks: use the board, create tasks and change status

The Tasks module organizes your team's work as a kanban board. Create a task in under a minute, move it between statuses, and find every detail on its card.

1. 1

   Prioritize and assign tasks

   Every task has a priority (Low, Medium, High, Critical) shown as a colored dot on its card, plus an "Assignee" field for one or more teammates. Set both while creating the task or any time later in its detail view.

2. 2

   Move tasks with drag and drop

   As an alternative to the status dropdown in the detail view, grab a card on the board directly and drop it into another column (Backlog, Todo, In Progress, Done). Both paths update the status instantly, with no save button involved.

3. 3

   Subtasks and dependencies

   In the task detail, add subtasks under "Subtasks" and link a task to its parent via "Parent Task". Use "Waiting on" to flag what a task is blocked by, and the "This task is stuck" checkbox to mark it as blocked.

4. 4

   Filter and search tasks

   The tabs below the title (e.g. Marketing, Operations, Engineering) filter by category; "Manage Categories" lets you define your own. The search bar finds tasks by number, title or description, the Filter button combines several criteria, and the toggle in the top right switches between kanban and list view.

5. 5

   Open the tasks board

   Open "Tasks" from the main menu (route /tasks). The board shows the default columns Backlog, Todo, In Progress and Done, each with its own add-task button. If a sprint is active, a Sprint tab appears next to "Board".

   
6. 6

   Create a new task

   Click "Add Task" in the top right (or the plus button on a single column). In the form, only "Task" (the title) is required — status, priority and category are already filled in with sensible defaults. Add a description, due date, milestone, project, client, estimated hours, tags and assignees as needed, then click "Create".

   
7. 7

   Open a task's details

   Click a card on the board to open its detail view. The left side holds the description, subtasks, decision context, attachments and comments; the right side under "Properties" holds every structured field such as status, priority, assignee, due date and category.

   
8. 8

   Change the status in the detail view

   In the "Properties" section, click the status dropdown and pick the new status (Backlog, Todo, In Progress, Done or List only). The card jumps straight into the matching column — no save button needed.

   
9. 9

   See the result on the board

   The board reflects the change immediately: the task appears at the top of its new column, and the counters above the columns update along with it.