How to Manage Tasks

The Tasks page is your central hub for viewing, filtering, and managing all work items across your workspace.

Viewing Tasks

Navigate to Tasks in the sidebar. The page shows task counts by status and a list of all tasks with their assignee, priority, due date, and status.

Task Statuses

To Do — Task created, not yet started.
In Progress — Currently being worked on.
Review — Completed, awaiting review.
Completed — Fully done.

Filtering and Searching

Use the search bar to find tasks by title. Filter by:

Status — Focus on specific workflow stages.
Priority — Find urgent items quickly.
Assigned To — See a team member's workload.
Client/Project — Filter by client or project scope.

Updating Tasks

Click on a task to view details and make changes. You can update the status, reassign, change priority, or edit any other details.

Kanban View

Switch to the Kanban board view for a visual drag-and-drop interface to manage task workflow.

Bulk Actions

Select multiple tasks with checkboxes to delete or update them in batch.

💡 Tip:

Tasks also appear on the Calendar based on their due dates, giving you a visual timeline of upcoming work.