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Tasks

Turn your project briefs into structured, actionable tasks with our intelligent task management system that helps teams stay organized and productive.

What are Tasks?

Tasks are specific, actionable work items that:

  • Break down complex projects into manageable pieces
  • Define clear deliverables and acceptance criteria
  • Assign responsibility to team members
  • Track progress and completion status
  • Manage dependencies between related work

Task Generation

AI-Powered Breakdown

Our AI automatically converts briefs into tasks:

  1. Analyzes brief content for actionable items
  2. Identifies dependencies between tasks
  3. Estimates effort and time requirements
  4. Assigns priorities based on project goals
  5. Creates logical groupings and phases

Manual Task Creation

For custom workflows, create tasks manually:

  1. Add individual tasks with descriptions
  2. Set dependencies and relationships
  3. Assign team members and due dates
  4. Organize into phases or categories
  5. Link to parent briefs for context

Task Properties

Core Information

  • Title & Description: Clear, actionable task definition
  • Assignee: Responsible team member
  • Status: Not Started, In Progress, Review, Completed
  • Priority: Low, Medium, High, Critical
  • Due Date: Deadline for completion
  • Effort Estimate: Time/complexity assessment

Advanced Properties

  • Dependencies: Prerequisites and blockers
  • Labels & Tags: Custom categorization
  • Attachments: Files and references
  • Subtasks: Further breakdown of complex items
  • Time Tracking: Actual vs estimated effort

Task Status Workflow

Standard Workflow

  1. Not Started - Task is defined but work hasn't begun
  2. In Progress - Active work is underway
  3. Review - Task completed, awaiting approval
  4. Completed - Task finished and approved

Custom Workflows

  • Configure team-specific status options
  • Add approval gates for quality control
  • Create parallel tracks for different work types
  • Set automated transitions based on conditions

Organization & Views

List Views

  • All Tasks: Complete task inventory
  • My Tasks: Personal work assignments
  • Team Tasks: Department or project-specific
  • Overdue: Tasks past their due dates
  • Upcoming: Tasks due in the next week

Board Views

  • Kanban Boards: Visual workflow management
  • Sprint Boards: Agile development cycles
  • Priority Matrix: Effort vs impact analysis
  • Timeline View: Gantt-style project planning

Collaboration Features

Team Communication

  • Task Comments: Contextual discussions
  • Mentions: Notify specific team members
  • Activity Feed: Track all task changes
  • Status Updates: Progress notifications

File Sharing

  • Attach files directly to tasks
  • Link documents from integrated services
  • Version control for iterative work
  • Preview files without downloading

Dependency Management

Types of Dependencies

  • Finish-to-Start: Complete A before starting B
  • Start-to-Start: A and B must start together
  • Finish-to-Finish: A and B must finish together
  • Start-to-Finish: B can't finish until A starts

Dependency Tracking

  • Visual dependency chains in project views
  • Critical path analysis for scheduling
  • Bottleneck identification and resolution
  • Impact assessment for changes

Progress Tracking

Individual Tasks

  • Completion percentage for work in progress
  • Time tracking with start/stop timers
  • Effort logging for actual vs estimated
  • Milestone markers for key deliverables

Project-Level Tracking

  • Overall project progress across all tasks
  • Team productivity metrics and trends
  • Burndown charts for sprint planning
  • Resource utilization reporting

Automation & Rules

Automated Actions

  • Status updates based on subtask completion
  • Assignment rules for incoming tasks
  • Notification triggers for key events
  • Due date calculations from dependencies

Custom Rules

  • If-then conditions for task management
  • Escalation rules for overdue items
  • Quality gates requiring approvals
  • Integration triggers with external tools

Integration with Briefs

Traceability

  • Link tasks to source briefs for context
  • Requirement mapping to ensure coverage
  • Impact analysis for brief changes
  • Completion tracking against objectives

Synchronization

  • Auto-update tasks when briefs change
  • Maintain alignment between planning and execution
  • Reflect scope changes in task breakdown
  • Update estimates based on new requirements

Reporting & Analytics

Team Performance

  • Task completion rates by team member
  • Average cycle time for different task types
  • Quality metrics and rework rates
  • Workload distribution and balance

Project Insights

  • Progress against timeline and milestones
  • Budget vs actual effort tracking
  • Risk indicators and early warnings
  • Success patterns for future planning

Best Practices

Task Definition

  • Write clear, actionable descriptions
  • Include acceptance criteria for definition of done
  • Size tasks appropriately (1-3 days of work)
  • Avoid overly complex or vague tasks

Team Collaboration

  • Regular status updates in team meetings
  • Proactive communication about blockers
  • Collaborative planning for dependencies
  • Knowledge sharing through documentation

Next Steps

Ready to start managing tasks? Check out our Collaboration guide to learn how teams work together, or explore Team Management for setting up roles and permissions.