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Tasks that know who owns them — and what they move.
Organize work into projects, break it into tasks and subtasks, assign it to real employees, and drive it across a Kanban board. Every task can link straight to the purchase order, invoice, customer, asset, stock transfer or vendor it moves — so delivery and operations stay one system.
Structure
Projects → tasks → subtasks
Ownership
Assigned to employees
Flow
Kanban board & my tasks
Context
Back-links to operations
What's shipped
A fast, clean tracker — with operational context built in.
These are the capabilities in your hands right now, not a roadmap.
Projects
A project has a status lifecycle (planning → active → on hold → completed / cancelled with guarded transitions), an owner (an employee), a department, dates and a code. Progress is derived live from its tasks — never a stale number you maintain by hand.
Tasks & subtasks
Tasks carry a status, priority, dates and description, and can nest one level into subtasks so a parent shows real done/total progress. Tasks can also stand alone, with no project at all.
Assigned to employees
Assignment targets an active employee — a person, not a login seat. A terminated assignee is flagged, and their open work surfaces in a reassignment queue.
Kanban board
Drag cards across columns per project; the board respects each project’s own status set when you customize it.
My tasks
Every user sees the work assigned to their employee record, grouped into overdue, due-soon, open and done — with saveable filter views.
Bulk actions
Select many tasks and set status, reassign, or move them to another project in one go.
Comments & @mentions
Discuss on the task; @mention a colleague by name and they get an in-app notification.
Attachments
Attach files to a task through the shared Document Vault — checksum-verified, access-logged and previewable in-app.
Operations back-links
Link a task to a PO, invoice, customer, asset, stock transfer or vendor; that record shows the related work back on its own page.
Notifications
Assignment, status changes, @mentions and due-soon reminders ride the platform’s in-app notification rail — plus a daily reminder for work due soon or overdue.
Permission-gated
View, add, edit, delete and assign are separate permissions on your existing roles; “my tasks” has its own view-own permission.
Archive & restore
Soft-delete captures who archived a task and keeps it restorable — nothing is lost.
Project lifecycle
A guarded path from kickoff to close.
Status changes are explicit and only permitted transitions are offered — so a completed project reopens deliberately, and a cancelled one is revived on purpose.
1
Planning
Being scoped
2
Active
In delivery
3
On hold
Temporarily paused
4
Completed
Delivered
5
Cancelled
Stopped
The difference
Work that points back at the business.
A standalone tracker forgets why a task exists. Here, a task links to the exact operational record it moves — and that record shows the related work in return. No copy-pasting IDs between tools.
- Link a task to a purchase order, invoice, customer, asset, stock transfer or vendor.
- The linked record shows its related tasks back on its own page — a two-way trail.
- Capacity awareness warns when a due date lands on the assignee’s leave or a public holiday.
- Terminated employees’ open tasks collect in a reassignment queue instead of being orphaned.
Task → linked records Two-way
Purchase Order PO-2026-0142
Customer Invoice INV-2026-0098
Asset AST-0451 · Forklift
Vendor Acme Supplies Ltd
Illustrative. Each link is clickable both ways.
Questions
The practical details.
Can a task exist without a project?
Yes. Tasks can be standalone or belong to a project; standalone tasks still appear in “my tasks” and can be moved into a project later with a bulk action.
Who can a task be assigned to?
An active employee in your organization. Assignment is to a person, not a login — someone with no account still owns work, and a terminated assignee is flagged for reassignment.
How deep can subtasks go?
One level. A task can have subtasks, but a subtask can’t have its own subtasks — a deliberate limit that keeps the tree readable and progress meaningful.
What does “progress” mean on a project?
It is derived live from task completion (excluding cancelled tasks) — never a number you maintain by hand, so it can’t drift out of date.
How do @mentions work?
Type @ and a colleague’s first name in a comment; matching employees with a login get an in-app notification. You never notify yourself.
Where does this sit in the Projects roadmap?
Task Management is the live core, alongside Planning & Gantt, Agile Delivery, and Time, Budget & Flexibility — see the Projects & Tasks overview.
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