Tasks

The Tasks section is independent of your projects — designed for a classic to-do list, with a subject, due date, priority and an optional category.

Create a task

From Tasks, fill in the "New task" form: subject, start and due dates (optional), priority, and whether to link it to a project or to a free-text Outlook category.

Available views

• List: all your tasks, with filters by text, status, priority and category.
• My day: what is overdue, what is due today, what you have in progress and what has been assigned to you (more information).
• Board: your tasks in status columns, left to right. Drag a card to another column (or use the card's selector) to change its status.
• Calendar: monthly/weekly/daily view, with your tasks and — if your firm keeps a tax calendar — the tax deadlines of the same day.
• Workload: weekly plan per team member.
• Templates and Recurring: create tasks in one go or automatically.
• Sync: import/export tasks in .ics/.csv format, useful if you already keep tasks in Outlook or another calendar.

Complete, edit and delete

Mark a task as completed with the tick button at the left of each row. The pencil opens the full edit form. When you delete, the task goes to the trash — you can undo it from the notice that appears right after deleting.

Pagination

If you have many tasks, the list is paginated automatically — use the "Previous"/"Next" buttons at the bottom.

More about tasks

• My day: what you need to look at today.
• Subtasks, reminders and time.
• Tasks as a team: assigning, sharing and team workload.
• Templates and recurring tasks.