Tasks
Keep tasks and deadlines firmly in hand
Help
The Tasks module covers the whole journey from assignment to completion. Add solvers, a lead solver and an approver, set a deadline, and watch each task status change in real time.
Switch as the moment calls for it. The table gives you detail and exports, the Kanban board lets you drag cards between statuses, and the calendar lines tasks up by deadline. Everyone arranges their Kanban cards their own way.
Solvers hear about a new task right away. Send a reminder once, or repeat it every day until the work is done – by email, by SMS, or both.
Set up routine work once. The task renews itself weekly, on a chosen day of the month, or in selected months of the year. Nothing slips through.
Colour-coded statuses, five priority levels and up to eleven optional fields (text, number, date, dropdown, CRM company) shape the module to match how your firm actually works.
What you can use the tasks module for
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Bulk assignment to several people
Hand out the same work with a single form. Each employee gets their own task to track separately.
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Notes, discussion and attachments
Add notes to any task, hold a discussion beneath them and attach files. Everything stays together in a chronological history of changes.
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Approval of completion
The Resolved status can be reserved for the approver alone. Mandatory closing fields make sure the solver records the outcome before wrapping the task up.
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Quick select and filters
One click shows today's tasks, your open items, or anything past its deadline. The detailed filter searches by status, priority, solver and even custom field values.
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Granular permissions
Decide who may read tasks, who can create them and who can change statuses – set it per user and per group.
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Excel export and printing
Export the current selection to Excel or print it. The export honours your active filters, so you get exactly what you asked for.
Electronic task entry and tracking is a key tool for streamlining internal processes in small and medium-sized businesses. It allows you to quickly assign tasks to both employees and external collaborators and monitor their status in real time.
- Clear governance – set individual user permissions so each person sees only what they need.
- Flexible states and priorities – tailor the workflow to your organization’s specifications and quickly identify critical tasks.
- Automatic notifications – email, SMS or calendar reminders ensure no deadline slips through the cracks.
- Recurring tasks and optional fields – easily configure a regular workflow and add specific information as needed.
- Calendar integration – all entered tasks automatically sync, so planning is always up to date.
Use this module to reduce administrative burden by 30 % and improve deadline compliance. Try it today and see how quickly you can turn scattered tasks into clearly defined steps for growing your business.
Frequently asked questions
Yes. In the Tasks module settings you choose which calendar (if you use more than one) the created tasks should be written into. The colour of the event can be set separately for open and for solved tasks.
The Tasks module does not work without an active status – no task can be created or displayed. Go to Settings → Tasks, tick at least one status in the used task statuses section and save.
Every status has its own background and text colour, so you also decide there how tasks will look in the table and on the Kanban board.
There are three reasons. Either you are not the main assignee and do not have the highest permission in the module, or optional fields marked as required on completion are not filled in (the system lists which are missing), or the option that only the approver may mark a task as solved is switched on.
That last restriction can be enabled globally for the whole module or individually for each task.
Use bulk task creation. You fill in the form as for a normal task, but select several users in the Main assignee field. The system then creates a separate task for each of them, which each person tracks and closes on their own.
So it is not one shared task with ten assignees, but ten tasks with the same content.
Yes. On the task you tick the repeat option and choose the type: weekly with selected weekdays, monthly on the first given weekday of the month, monthly on a specific day number, or in selected months of the year. The system then creates the task on its own.
Repetition can be switched off at any time with the cancel repetition button in the task detail.
You set the reminder in the task detail. You choose the channel (e-mail, SMS or both), the recipients (main assignee, other assignees, all assignees, or all assignees and the approver) and the timing: once at a given date and time, or every day at a set time until the task is completed.
Daily reminders stop automatically as soon as the task is solved.
It depends on the configuration. Without the option that anyone may change a task status, only a user with the highest permission, the main assignee or the approver can do it. Editing the other fields can additionally be limited to the task creator, and solved tasks can be locked entirely.
On the Kanban board this shows up as a card that snaps back after being dragged, if the user has no right to change the status.
There are up to eleven optional fields for additional data specific to your company. Every field has a name and a type: yes/no, integer, decimal number, date, company from CRM, list, single-line or multi-line text.
For each field you also decide whether it is required on entry, required on completion and whether it appears as a column in the main table. Tasks can be filtered by their values as well.
Yes, in three ways. Contracts are enabled in the module settings (optionally restricted to the list from the Contracts module), a task can be attached to a part of a project in the Projects module, and a specific HelpDesk ticket can be linked from the task detail.
For a linked ticket the task shows the helpdesk project name, the ticket subject and the requester's e-mail with a link straight to the ticket.
Usually it is the number of displayed tasks. Use the Filter panel or Quick selection and pick a specific year instead of All in the year field. If a company has more than 200 tasks, the system sets the current-year filter by itself.
Hiding unused table columns helps as well, because optional fields can be displayed as extra columns.
The production queue is one worker's personal work queue. It has two parts: the Pinned by the assigner block holds the order set by whoever assigned the work and the worker does not move it, while in My order they arrange the remaining tasks themselves.
Kanban, by contrast, shows the whole team's tasks by status. The order of Kanban cards is remembered separately for each user.
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