Task Management
The task management system uses Kanban boards to help you visualize work progress, organize team responsibilities, and track project completion. Each project has its own customizable board with analytics and powerful filtering options.
Understanding the Kanban Board
Your project tasks are organized in a visual board with columns representing different stages of work.
Default Columns
Every new project starts with these columns:
- To Do: Tasks that haven’t been started
- In Progress: Tasks currently being worked on
- In Review: Tasks awaiting review or approval
- Completed: Finished tasks
Custom Columns
You can customize columns to match your workflow:
Access Column Management
Click the Settings icon in any column header and select “Manage Columns”.
Add New Columns
Create custom columns with:
- Custom names that match your process
- Color coding for visual organization
- Completion status marking for tracking finished work
Reorder Columns
Drag columns to reorder them to match your workflow sequence.
Creating Tasks
Click Add Task
Click the ”+ Add Task” button in any column to create a new task.
Fill Task Details
Complete the task creation form:
- Title: Brief, descriptive task name
- Description: Detailed task information and requirements
- Priority: Low, Medium, High, or Urgent
- Due Date: Optional deadline for completion
- Assignees: Team members responsible for the task
Save and View
Click “Create Task” to add it to your board. The task appears as a card in the selected column.
Managing Tasks
Moving Tasks Between Columns
Drag & Drop Simply drag task cards between columns to update their status.
Quick Status Update Use the status dropdown in task cards for quick updates.
Task Card Information
Each task card displays:
- Title and Description: Task overview and details
- Priority Indicator: Color-coded priority level (red=urgent, orange=high, yellow=medium, green=low)
- Due Date: With overdue highlighting in red
- Assignee Avatars: Visual representation of assigned team members
- Status Badge: Current column/status
Task Actions
Edit Tasks Click any task card to open the edit dialog and modify:
- Task details and description
- Assignees and responsibilities
- Priority and due dates
- Status and column placement
Delete Tasks Remove tasks with confirmation to prevent accidental deletion.
Task Filtering and Views
Filter Options
Customize your board view with filters:
By Assignee Show tasks assigned to specific team members.
Search Tasks
Use the search bar to quickly find specific tasks by title or description.
Best Practices
Task Creation
- Specific Titles: Write clear, actionable task names
- Detailed Descriptions: Include acceptance criteria and context
- Realistic Deadlines: Set achievable due dates
- Appropriate Assignment: Match tasks to team member skills
Workflow Design
- Column Logic: Design status columns that reflect your actual process
- Completion Tracking: Mark appropriate columns as “completion status”
- Regular Maintenance: Review and update task statuses frequently
Team Collaboration
- Clear Assignments: Ensure task ownership is unambiguous
- Priority Management: Use priority levels consistently across the team
- Progress Updates: Encourage regular task status updates
- Comment Usage: Use task comments for progress notes and blockers
The task management system provides complete visibility into your project progress while maintaining flexibility for any workflow methodology.