Tasks – module overview¶
The Tasks (Todo) module is used to manage tasks – assignee, subject, priority, deadline, project, notes, and attachments. You can filter tasks by scope (my tasks, assigned to me, assigned by me, my team, all), by status (open / resolved), user, project, or tag. It supports list view, calendar, and export.
Why use Tasks¶
A single place for tasks simplifies tracking responsibilities and deadlines. You can move tasks between users, mark as resolved or reopen; history and attachments are in the system.
What the module offers¶
- Task list – table with subject, owner, deadline, project, priority, status. Search, filters (scope, resolved, user, project, tag), sorting, pagination. List or calendar view (by choice).
- Add and edit task – subject, responsible (owner), priority, deadline, project, notes, attachments. Change deadline, resolve, reopen, move to another user.
- Task detail – card with all data, notes, attachments; actions resolve, reopen, move.
- Export – download task list (according to filters) to a file.
Accessing the module¶
In the sidebar menu, select Tasks. If the module is not in the menu, check in Settings or with your administrator that your tenant has the Tasks module license enabled.
Other pages in this section¶
- Task list and filters – search, filters, list and calendar
- Adding a task and detail – create, edit, resolve, attachments
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