Create & Manage Project Tasks

Add tasks to a project, assign users, set priorities, and track progress — with drag-and-drop movement across task stages for real-time workflow visibility.

🔐 Access Control

• Only Admin users or staff with task permissions can create and manage tasks
• From the Dashboard, use the side menu to navigate: Projects → Project → Select Project → Task Board

🧭 Step-by-Step: Create a Task

Click the + icon in any task stage column (Todo, In Progress, Review, etc.)

1️⃣ Fill in Task Details

• Project*: Select the relevant project (e.g. Website Launch)
• Milestone: (Optional) Link to a milestone for tracking
• Title*: Enter a clear task name (e.g. Design Homepage, Client Review)
• Priority: Choose Low, Medium, or High
• Assign To: Select one or more team members
• Duration*: Set start and end date/time
• Description*: Add task context, deliverables, or dependencies

Click Create to add the task to the board.

📦 Task Board Overview

Tasks appear as cards under stage columns:

• Todo: Tasks not yet started
• In Progress: Tasks actively being worked on
• Review: Tasks pending approval or QA
• Done (if configured): Completed tasks

Each card displays:

• Priority label
• Task title
• Milestone name
• Due date
• Progress indicator (e.g. 0/10)
• Team member count

🔄 Move Tasks Between Stages

To update task status:

• Click and drag the task card to another stage column
• The system will automatically update the task’s status
• Use this to reflect real-time progress and unblock workflows

✅ Best Practices

• Use clear, action-oriented titles (e.g. Send Invoice, QA Review)
• Assign tasks during creation to avoid delays
• Link tasks to milestones for billing or delivery tracking
• Use priority labels to guide urgency
• Review task board daily to monitor progress and reassign if needed
• Keep stage names consistent with your operational workflow (Todo, In Progress, Review, Done)