Tasks
Tasks is a kanban board for creating, assigning, and tracking to-dos and follow-ups, organized by category, so nothing important gets forgotten.
The Tasks area is a kanban board for the work your team needs to get done — follow-ups, reminders, and anything else that shouldn't be forgotten. Each task is a card that moves across four columns as it progresses: Not started, In progress, Finished, and Suspended. You drag cards between columns to update their status, and click a card to open its full details.
What you can do here
- Manage tasks — create a task, assign it to a colleague, set a priority and due dates, link it to a customer, and track it from start to finish. This is the board itself, under Tasks → Tasks.
- Organize with categories — group related tasks under named categories so the board stays tidy. Categories live under Tasks → Categories.
Tasks assigned to you also surface on the Dashboard in the My tasks widget, so you see what's on your plate as soon as you sign in.
