Tasks & Kanban Board

Overview

The Tasks page gives you a kanban-style board with three columns: To Do, In Progress, and Done. Drag cards between columns to update their status instantly — works on both desktop and mobile.

Adding Tasks

Quick Add

At the top of the page there's a quick-add bar. Type a task title and press Enter — it's added to the "To Do" column immediately.

Full Task Form

Click "+ Add Task" for more options:

• Title — What needs doing
• Description — Optional details or notes
• Priority — Low, Normal, High, or Urgent (colour-coded on the card)
• Due Date — Set a deadline with the date/time picker
• Assign To — Assign to a team member (owners and managers only)
• Personal Task — Tick this to make the task visible only to you

Drag and Drop

The core of the task board is drag-and-drop between columns:

• On desktop: Click and drag a task card to another column
• On mobile: Press and hold a card for a moment, then drag it to the target column
• The target column highlights when you hover over it
• The status updates immediately — no need to save

How Columns Map to Status

• To Do — Tasks waiting to be started
• In Progress — Tasks you're currently working on
• Done — Completed tasks

Editing Tasks

Click the task title to enter edit mode. You can change the title, description, priority, due date, or assignee. Click Save when done, or Cancel to discard.

The pencil (✏️) and delete (🗑️) icons appear when you hover over a card on desktop.

Filtering

Use the filter tabs at the top of the page:

• All Tasks — Everything visible to you
• Assigned — Only tasks assigned to a team member
• Overdue — Tasks past their due date that aren't done
• 🔒 My Tasks — Your personal/private tasks

Tasks on the Calendar

Tasks with a due date also appear on the Calendar page as purple events, alongside green visits and blue jobs. Use the "🟣 Tasks" filter tab on the calendar to show or hide them.

Tips

• Use Quick Add for speed — type and hit Enter to capture tasks fast, then edit details later
• Personal tasks are private — only you can see them, even if you're on a team
• Overdue tasks are highlighted in red — check the Overdue filter regularly
• Task assignment is permission-gated — only owners and managers can assign tasks to team members