Task Management
Navigate to Tasks in the sidebar to manage your team's work items. Tasks are separate from roadmap items — they cover day-to-day operational work. Task descriptions use a full TipTap WYSIWYG editor supporting bold, italic, lists, headings, links, and images.
Creating a Task
- Click + Create Task
- Enter a title (clear, action-oriented — e.g. "Follow up with Gym X about migration")
- Add a description with the rich-text editor
- Set priority: Low, Medium, High, Urgent
- Assign to a team member (or leave unassigned for the team to pick up)
- Set a due date and optional recurrence (Daily, Weekly, Monthly)
- Toggle Private to restrict visibility to creator and assignee only
- Optionally link a Planning Board for visual context
- Save — the task appears in the task list
Task Detail View
Click any task to open its interactive detail sheet. From here you can:
- Edit all fields inline
- View and add threaded comments with real-time CRUD operations
- Upload file attachments (up to 20MB each)
- Click a linked Planning Board to open it directly in fullscreen editor mode via deep-link
Task Visibility
Tasks follow role-based visibility rules:
- Editors — See only tasks assigned to them or created by them
- Managers — See all tasks
- Admins — See all tasks and can manage any task
The Private toggle further restricts a task to only the creator and assignee, regardless of role.
Filtering & Sorting
- Filter by: status (open, in progress, done), assignee, priority
- Sort by: creation date, priority, due date
- The task list uses a horizontal tab bar with overflow chevrons for smaller screens
- The dashboard widget shows your personal pending task count
Planning Board Integration
Tasks can be linked to a single Planning Board. This is useful for connecting strategic plans with actionable work items. The linked board name appears as a clickable link in the task detail view, opening the board directly.