> ## 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.

# Track and manage tasks in Navis Ops

> Create tasks, set priorities and due dates, organize with subtasks, and track progress across board and list views inside any project.

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.

## Create a task

<Steps>
  <Step title="Open a project's Tasks tab">
    Click into any project, then select the **Tasks** tab from the top navigation.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Fill in the details">
    Set the **status**, **priority**, **due date**, and any **tags**. You can also assign the task to a project if you're creating it from the global task view.
  </Step>
</Steps>

<Tip>
  You can also create tasks from the **Quick Tasks** widget on the project dashboard without leaving the Overview tab.
</Tip>

## 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                |

You can change a task's status inline — click the status badge directly in the list or board and select a new value without opening the full task.

## 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.

<Tabs>
  <Tab title="Board 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.
  </Tab>

  <Tab title="List view">
    Tasks appear in a flat, scrollable list. This view is best when you have many tasks and want to scan or sort through them quickly. Click any column header to sort.
  </Tab>
</Tabs>

## 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.

<Note>
  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.
</Note>

## 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:

<Steps>
  <Step title="Open the task">
    Click on the task to open its detail panel.
  </Step>

  <Step title="Change the Project field">
    Find the **Project** field and select the destination project from the dropdown.
  </Step>

  <Step title="Save">
    The task moves immediately. It no longer appears in the original project's task list.
  </Step>
</Steps>

## 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.

<Info>
  Tags are scoped to tasks. You can filter the task list by tag to quickly isolate a subset of work.
</Info>

## 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

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="Do subtasks appear on the calendar?">
    Subtasks with due dates appear on the project calendar alongside parent tasks.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>