Help Center / Modules / Tasks Module

Tasks Module

The Tasks module is a full project management tool built into your app. It supports team collaboration, task assignment, priorities, due dates, and filtering.

Views

  • List view — Sortable and filterable table of all tasks.
  • Board view — Kanban-style board grouped by status.
  • Dashboard — Summary of open tasks, overdue items, and workload by person.
  • My Tasks — Tasks assigned to the current logged-in user.

Task fields

  • Title — Short description of the task.
  • Status — To Do, In Progress, In Review, Completed, Cancelled.
  • Priority — Low, Medium, High, Urgent.
  • Assignees — One or more team members.
  • Due Date — Deadline with overdue highlighting.
  • Project — Group tasks into projects.
  • Description / Notes — Detailed task notes with rich text.

Filtering

Filter tasks by status, priority, project, or assignee. Active filters are shown as tags in the filter bar and persist across the session.

Tip: Use the Assignee → Assigned to Me filter to quickly see your own tasks.

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