Tasks
What is a task?
A task represents a specific activity within a Project that allows organizing, assigning, and tracking the work required to complete an objective.Each task may include assigned users, priorities, deadlines, logged time, subtasks, and statuses that help control its progress within the workflow.
Tasks are linked to a Project and are part of its operational structure.
Task Management
Accessing the list
To access the task list, go to:Projects → Tasks
From this section, it is possible to centrally view and manage all tasks registered across the different projects in the system.
Figure 1. Task list
Unlike the Tasks section inside a Project, this module works as a global list that gathers all existing tasks, making consultation, tracking, and administration easier.
List Visualization
The Tasks module allows viewing registered information through two types of views: Table and Kanban.Table View
The Table View allows displaying tasks in list format, showing detailed information for each record.
Figure 2. Task list in table view
Available tools
Allows grouping tasks according to different criteria.
Allows searching registered tasks.
Allows applying filters to the list.
Allows configuring visible columns.
Allows manually reorganizing the order of records.
Kanban View
The Kanban View allows displaying tasks organized in columns according to their status or workflow stage.
This view provides a visual way to track progress and quickly update statuses.
Figure 3. Task list in Kanban view
Available tools
Allows defining the number of visible cards per column.
Allows grouping tasks according to different criteria.
Allows configuring which information will be displayed inside each card.
Available Views
The Tasks module allows organizing record visualization through different views according to the user’s needs.
Figure 4. Task list views
The available views can be customized from the Action Group (⋮) menu located at the top-right corner of the list.
Available Views
- All: displays all tasks registered in the system.
- Open Tasks: displays only open tasks.
- My Tasks: displays tasks assigned to the current user.
- Unassigned Tasks: displays tasks without assigned users.
- Private Tasks: displays tasks configured with private visibility.
- Followed Tasks: displays tasks followed by the user to receive updates.
- Closed Tasks: displays completed or closed tasks.
- Archived Tasks: displays archived tasks.
Actions on a Task
Available actions can be performed in the following ways:
- Clicking directly on the corresponding task.
- Using the Action Group (⋮) menu available on the task card or record.
View a Task
The View option allows access to the complete details of a task.From this view, it is possible to consult the general task information, as well as access its Timesheets, Subtasks, and Stages workflow.
This module works as a centralized consultation and administration view. New task creation must be done from the internal view of the corresponding Project.
For more information about the complete creation flow and management of Timesheets, Subtasks, and Stages, refer to the Task Management inside a Project section.
Edit a Task
The Edit option allows modifying the information of an existing task.When accessing it, the form will display the previously registered data so the necessary modifications can be made.
The edit form keeps the same structure and fields as the form used to create a task from a Project.
Delete a Task
The Delete option allows moving a task to the Archived Tasks view, removing it from the main list.Once deleted:
- The task will no longer appear in the main list.
- The record will automatically move to the Archived Tasks view.
Available Actions in Archived Tasks
- Restore: allows returning the task to the main list.
- Delete Permanently: permanently removes the task from the system.
Tasks deleted through Delete Permanently cannot be restored later.