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✅ Task Board

The Task Board is where day-to-day work gets organized. It helps you track tasks, assign responsibility, set due dates, and keep work moving forward — all in one simple list.

Tasks shown here are automatically linked to the page you’re viewing (project, client, employee, etc.), so everything stays in context.

What Is the Task Board?​

The Task Board lets you:

  • Create and manage tasks
  • Assign tasks to people
  • Track status and completion
  • Reorder tasks by priority
  • View tasks by assignment or due date
  • Open detailed task information when needed

It’s designed to be fast, flexible, and easy to use.

Main Layout​

The Task Board has four key parts:

1. View Controls (Top)​

Controls how tasks are displayed.

  • Sort by Due Date – Switches between two viewing modes
  • Collapse / Expand All – Available in Due Date view
  • Search Bar – Instantly filters tasks

2. Task List (Center)​

Tasks appear as cards showing:

  • Task name
  • Linked item (project, client, etc.)
  • Completion checkbox
  • Details button

Tasks update in real time.

3. Add Task Area (Bottom)​

Quickly create tasks without leaving the board.

4. Task Details Panel (Right Side)​

Opens when you click Details on a task.

Viewing Modes​

Assignment View (Default)​

Tasks are grouped by responsibility:

  • Assigned to Me – Tasks assigned to you
  • My Tasks – Tasks you created
  • Assigned to Others – Everyone else’s tasks
  • Completed – Finished tasks (collapsed by default)

Each group can be expanded or collapsed.

Due Date View​

Tasks are grouped by due date:

  • Today
  • Future dates
  • No Due Date
  • Completed

Features:

  • Automatically scrolls to Today
  • Each date group can be collapsed
  • Tasks remain reorderable within a date

Creating a New Task​

To add a task:

  1. Type the task name in the Add new task box
  2. (Optional) Set a due date using the calendar icon
  3. Press Enter or click the send button

The task is created instantly.

Keyboard Shortcut​

  • Ctrl / Cmd + D → Open due date picker

Marking Tasks Complete​

  • Click the circle checkbox on a task
  • Completed tasks move to the Completed section
  • Click again to reopen a task

Reordering Tasks​

You can change task priority by dragging:

  1. Click and hold a task
  2. Drag it up or down
  3. Release to save

Order changes save automatically.

Searching Tasks​

Use the search bar to filter tasks by:

  • Task name
  • Task ID

Results update instantly as you type.

Opening Task Details​

Click Details on any task to open the Task Details panel.

From here you can edit:

  • Task name
  • Due date
  • Status
  • Assigned person
  • Linked item (project, client, employee, etc.)
  • Target type and target record

All changes save automatically.

Assigning Tasks​

Inside the Task Details panel:

  • Choose an employee from the assignment list
  • Tasks immediately appear under the correct group

Task Status​

Each task has a status such as:

  • Not Started
  • In Progress
  • Blocked
  • Complete

Status can be changed at any time from the details panel.

Deleting Tasks​

To delete a task:

  1. Open the Task Details panel
  2. Click Delete Task
  3. Confirm the action

⚠️ Deleted tasks cannot be recovered.

Completed Tasks​

  • Completed tasks are hidden by default
  • Expand the Completed section to view them
  • Completed tasks remain searchable

Real-Time Updates​

The Task Board updates automatically when:

  • Tasks are added by other users
  • Tasks are updated or reassigned
  • Tasks are completed or deleted

No refresh needed.

Tips for Best Use​

  • Use Assignment View for daily work
  • Use Due Date View for deadline planning
  • Assign tasks to avoid ambiguity
  • Keep task names short and action-oriented
  • Complete tasks instead of deleting them for history

Good to Know​

  • All changes save automatically
  • Tasks always stay linked to their page
  • You can reorder tasks even after assigning them
  • Multiple users can work in the board at the same time

Summary​

The Task Board is your command center for getting work done. It keeps tasks organized, visible, and accountable — whether you’re managing your own workload or coordinating across a team.

Use it daily to stay focused, aligned, and ahead of deadlines.