Tasks
Break your project down into day-to-day work items and move them through a Kanban board from Open to Complete.
What are Tasks?
Tasks are the short, everyday work items on a project — deliveries, inspections, safety briefings, site work, and anything else the team needs to get done this week. Unlike the Schedule (which is a full Primavera-style programme), Tasks are lightweight, Kanban-first, and designed for how site and office teams actually work day to day.
Tasks live inside each project. Open any project from your dashboard and select Tasks from the sidebar to get started.
Click "Tasks" to expand · Then click any stage to see details
Kanban and List Views
Tasks come with two views — pick whichever suits the moment.
| View | Best for |
|---|---|
| Kanban Board (default) | Seeing what's in flight and dragging cards between stages |
| List View | Sorting, filtering, and bulk actions across many tasks |
The Kanban board has four columns — Open, In Progress, In Review, and Complete — and you can drag any card between them to update its status instantly. The List view shows the same tasks as a paginated table with sortable columns.
Creating a Task
Click Add Task to open the form. Fill in:
| Field | What it means |
|---|---|
| Title | Short summary — what needs doing |
| Description | Rich-text details, notes, or instructions |
| Work Type | Category: Work, Delivery, Inspection, Roadblock, Safety, or Downtime |
| Priority | Critical, High, Medium, or Low |
| Assigned To | One team member responsible for the task |
| Due Date | Deadline for the task |
| Timeline | Optional start and end dates for longer work |
| Estimated Hours | Time the task is expected to take |
| Actual Hours | Time logged against the task |
| Tags | Custom labels for grouping and search |
| Attachment | One supporting file (drawing, photo, PDF) |
To edit a task, click the card (Kanban) or the row (List). To delete, use the card's actions menu or tick multiple rows in the List view and use the bulk delete button.
Task Statuses
Every task moves through four fixed stages:
| Status | When to use it |
|---|---|
| Open | Logged but not yet started |
| In Progress | Actively being worked on |
| In Review | Work done, awaiting approval or sign-off |
| Complete | Closed out, no further action needed |
Drag the card across columns or change the status from the task form — both update the same underlying state.
Work Types and Priority
Work Types sort tasks by the kind of work they represent. Each type has its own icon and colour on the Kanban cards so patterns jump out at a glance — lots of red Roadblock cards is a sign the week isn't going well.
Click "Work Types" to expand · Then click any type to see details
Priority tells you how urgent a task is:
| Priority | Use it for |
|---|---|
| Critical | Blockers and safety-critical items — deal with today |
| High | Important work that must land this week |
| Medium | Default — the bulk of day-to-day work |
| Low | Nice to have, can slip if pushed |
Filtering and Finding Tasks
The toolbar above the board and list helps you cut through a busy project:
- Search — matches task title, description, and tags
- Status filter — show only Open, In Progress, In Review, or Complete
- Priority filter — focus on Critical and High items first
- Bulk select (List view) — tick rows to delete multiple tasks together
- Sort (List view) — order by due date, priority, or status
Click any task to open it for editing — all fields stay editable through every stage.