Tasks
Productivity · Collaboration · Organization
Task Management
The task management system provides a comprehensive solution for organizing work through Kanban boards. Users can create, assign, and track tasks with drag-and-drop functionality, priority levels, and due dates. The system supports both personal task management and team collaboration through task assignment with real-time notifications for task assignment and completion.
Kanban workflow
Visual task management with drag-and-drop across three columns.
Task assignment
Assign tasks to team members with real-time notifications.
Priority & due dates
Urgent and normal priority levels with deadline tracking.
Key Features
Essential task management tools.
Kanban Board
Visual board with Pending, In Progress, and Done columns.
Task Assignment
Assign tasks to team members within your company.
Drag & Drop
Move tasks between columns with instant status updates.
Priority Levels
Mark tasks as urgent or normal priority.
Due Dates
Set deadlines for task completion tracking.
Notifications
Real-time alerts for task assignment and completion.
List View
Track tasks you've assigned to others with filtering.
Export & Bulk Operations
Export to Excel and bulk delete assigned tasks.
Task Management Overview
Visual guide to task management features.
This video demonstrates the complete task management workflow including creating tasks, assigning them to team members, setting priorities and due dates, and managing tasks through the Kanban board interface.
Tasks List Interface
The tasks list interface provides a comprehensive view of all tasks with filtering options, status indicators, priority levels, and bulk operations for efficient task management.
Experience the intuitive drag-and-drop functionality that allows you to move tasks between different status columns (Pending, In Progress, Done) with real-time updates and smooth animations.
Task Views
Different perspectives for task management.
Kanban Board (Assigned To Me)
- View tasks assigned to you in Kanban format
- Three columns: Pending, In Progress, Done
- Drag and drop to change task status
- Create personal tasks or assign to others
- Real-time status updates
Assigned Tasks List
- View tasks you've assigned to others
- Track assignee progress and completion
- Advanced filtering and sorting
- Export to Excel functionality
- Bulk delete operations
Task Status Flow
Complete lifecycle of tasks.
Pending
Task created but not yet started. Waiting to be picked up and worked on.
In Progress
Task is actively being worked on. The assignee has started the work.
Done
Task completed successfully. Notifies the task creator automatically.
Priority Levels
Task urgency classification.
Urgent
- High priority tasks requiring immediate attention
- Visual indicator for quick identification
- Should be completed as soon as possible
- Typically time-sensitive or critical
Normal
- Standard priority tasks
- Regular workflow items
- Default priority level
- Completed in normal course of work
Notifications
Real-time task alerts.
Task Assigned
Receive notification when someone assigns you a task.
Task Completed
Get notified when a task you assigned is marked as done.
Data Grid Features
Advanced table capabilities for assigned tasks.
Real-time Search
Search by title or message content.
Status Filtering
Filter by pending, in progress, or done status.
Priority Filtering
Filter by urgent or normal priority level.
Assignee Filtering
Filter by assigned team member name.
Date Filtering
Filter by creation date or due date.
Server-side Pagination
Handle large datasets with configurable page sizes.
Column Sorting
Sort by any column including title, status, date.
Bulk Operations
Select multiple tasks for bulk deletion.
Permissions
Required permissions for task operations.
| Action | Permission |
|---|---|
| View Tasks (Kanban) | todos.view |
| Create Task | todos.create |
| Edit Task | todos.update |
| Delete Task | todos.delete |
| Assign Task to Others | todos.create |
| Export Assigned Tasks | todos.view |
| Bulk Delete Tasks | todos.delete |
Backend API Documentation
API endpoints and data structures.
| Endpoint | Method | Description | Auth Required |
|---|---|---|---|
/api/company/todos | GET | Get todos assigned to current user (Kanban format) | ✓ |
/api/company/todos | POST | Create/assign a new todo | ✓ |
/api/company/todos/{id} | PUT | Update todo details | ✓ |
/api/company/todos/{id}/status | PATCH | Update todo status (drag & drop) | ✓ |
/api/company/todos/{id} | DELETE | Delete a todo | ✓ |
/api/company/assigned-todos | GET | Get todos assigned by current user (list) | ✓ |
/api/company/assigned-todos/export | GET | Export assigned todos to Excel | ✓ |
/api/company/assigned-todos/bulk-delete | POST | Bulk delete assigned todos | ✓ |
Database Schema
Task-related database tables and relationships.
todos Table
Main task records table
Best Practices
Task management guidelines.
| Practice | Recommendation |
|---|---|
| Task Titles | Use clear, descriptive titles for easy identification |
| Descriptions | Add detailed descriptions for complex tasks |
| Due Dates | Set realistic deadlines for time-sensitive work |
| Priority | Mark urgent tasks to prioritize work appropriately |
| Status Updates | Move tasks through columns as work progresses |
| Delegation | Use list view to monitor delegated tasks |
Troubleshooting
Common issues and solutions.
| Issue | Fix |
|---|---|
| Cannot create task | Check user has todos.create permission |
| Tasks not loading | Verify user is authenticated and company ID is set |
| Drag and drop not working | Ensure task belongs to authenticated user |
| Notifications not received | Check notification preferences for todo_assigned or todo_completed |
| Cannot delete task | Verify task belongs to user and has todos.delete permission |
| Export failing | Check server permissions and available disk space |
| Bulk delete not working | Verify tasks were assigned by authenticated user |