Tasks are the individual units of work inside a project. You can assign a status, set a priority, attach a due date, add tags, create subtasks, and view everything either on a Kanban board or in a flat list. Tasks with due dates also appear on the project calendar so nothing slips through the cracks.Documentation Index
Fetch the complete documentation index at: https://docs.navisops.com/llms.txt
Use this file to discover all available pages before exploring further.
Create a task
Open a project's Tasks tab
Click into any project, then select the Tasks tab from the top navigation.
Click New task
A quick-create form appears. Enter a title and press Enter to save, or expand the form to fill in additional fields.
Task statuses
Tasks move through statuses as work progresses. The default statuses are:| Status | When to use it |
|---|---|
| To Do | Work hasn’t started yet |
| In Progress | Actively being worked on |
| Done | Completed |
Task priorities
Set a priority to communicate urgency at a glance:| Priority | Meaning |
|---|---|
| Urgent | Needs immediate attention |
| High | Important, tackle soon |
| Medium | Normal priority |
| Low | Nice to have, no rush |
Board view vs list view
Switch between views using the toggle in the Tasks tab toolbar. Your preference is saved per-project.- Board view
- List view
Tasks are organized into columns by status. Drag a task card between columns to update its status. Board view gives you a clear picture of what’s in each stage of your workflow.
Subtasks
Break a task into smaller pieces using subtasks. Open a task and use the Add subtask option to create child tasks nested under it.Subtasks appear within the parent task’s detail view. They have their own status and can be checked off independently. The parent task’s progress reflects subtask completion.
Due dates and the calendar
When you set a due date on a task, it appears on the project’s Calendar tab alongside any calendar events for that date. This gives you a unified view of deadlines and scheduled work in one place. Tasks that are overdue appear in the Progress Overview widget’s overdue count on the project dashboard.Move a task to a different project
There’s no cross-project drag-and-drop. To move a task:Change the Project field
Find the Project field and select the destination project from the dropdown.
Inline status changes
You don’t need to open a task to update its status. In both board and list view, click the status badge on any task card to cycle through statuses or pick one from the dropdown. This is the fastest way to move tasks forward during a review or standup.Tags
Add tags to tasks to group them by theme, team, or any label that makes sense for your workflow. Tags are freeform — type a new tag name and it’s created on the fly.Tags are scoped to tasks. You can filter the task list by tag to quickly isolate a subset of work.
Limitations
| Limitation | Detail |
|---|---|
| No bulk operations on tasks | Selecting multiple tasks and moving, deleting, or changing status on all of them at once isn’t supported. Handle tasks one at a time. |
| No cross-project drag-and-drop | Moving a task between projects requires editing the task’s Project field directly. |
| Subtask nesting is one level deep | You can add subtasks to a task, but you can’t add subtasks to subtasks. |
| Tags are not shared across entity types | Task tags are separate from note tags or other tags in the app. |
FAQ
Can I see all my tasks across every project in one place?
Can I see all my tasks across every project in one place?
Yes. The workspace-level dashboard at the top of the app includes a cross-project task view. Inside a project, the Tasks tab and Quick Tasks widget are scoped to that project only.
How do I mark a task as complete?
How do I mark a task as complete?
Change its status to Done. You can do this inline from the board or list view by clicking the status badge, or from inside the task detail panel.
Can I assign a task to a teammate?
Can I assign a task to a teammate?
Multi-user collaboration isn’t available yet. Task assignment to other users will be part of the collaboration features when they ship.
Do subtasks appear on the calendar?
Do subtasks appear on the calendar?
Subtasks with due dates appear on the project calendar alongside parent tasks.
Can I reorder tasks manually in list view?
Can I reorder tasks manually in list view?
List view sorts by the column you select (status, priority, due date, etc.). Free drag-to-reorder in list view isn’t supported. In board view, you can drag cards within and between columns.
What happens to tasks when I delete a project?
What happens to tasks when I delete a project?
Tasks move to Trash along with the project. You can recover them from the Trash before permanently deleting the project.