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Tasks Module — Overview and Views

What is the Tasks module?​

In the Tasks section, you can view and manage all your tasks. There are three convenient views: List, Boards, and Dashboards.

List​

The ideal view when you need to see all tasks in one place as a table. img_06.png

What you can do here:

  • Get a quick overview. At the top of the screen — task statistics showing:
    • how many tasks are assigned to you
    • how many you created
    • tasks from projects and meeting minutes
    • personal tasks not linked to anything
    • how many tasks are overdue
  • Search for tasks. Use filters by date, status, or assignee. For complex conditions, click "All filters".
  • Customize the table. Click "Columns" to choose which data to display: assignee, priority, progress, and other parameters.
  • Create new tasks. Click the "+ Task" button.

Boards​

Ideal for visual task management using Kanban boards.

How it works:

When you open this section, you will see a list of all available boards, grouped by type:

  • Personal tasks: "My tasks" and "Tasks from meeting minutes"
  • Project tasks: one board per project img_07.png

Select a board — tasks inside are divided into columns by status (e.g., To Do, In Progress, Done). Drag tasks between columns to change their status.

  • Customize the view. The "Fields" button lets you show the information you need on task cards: assignee, priority, start date, and other parameters.
  • Create tasks directly on the board. Click "+" in any column to add a task with the required status right away. img_08.png

Dashboards (Analytics Panel)​

A view for those who want to see the big picture and analyze task data.

What's available here:

  • Visual widgets — charts and diagrams showing task breakdown by status, assignee, and project; list of overdue tasks.
  • Period filtering — select a time range to view statistics for a week, month, or any other period.
  • Data grouping — switch between "All tasks", tasks assigned to you, and tasks created by you. img_04.png