Tasks & the Work Tab
The Work tab is where a project's schedule gets built and executed. The same set of tasks can be viewed three ways — as a List, a Board (Kanban), or a Timeline (Gantt) — and you switch freely between them.
Phases
A phase is a chunk of the project — a stage of work like Design, Build, or Commissioning. Phases are ordered, carry their own dates and an optional budget, and group the tasks under them. A phase has a status:
| Phase status | Color |
|---|---|
| Not Started | gray |
| In Progress | blue |
| Completed | green |
| On Hold | orange |
You can add, edit, reorder, and delete phases; deleting a phase reassigns its tasks rather than discarding them. Phases are optional — small projects can run as a flat task list.
Tasks
A task is a unit of work with an owner, dates, an estimate, and a completion state. The key fields:
- Name and optional code
- Type — Task, Milestone, or Summary (see below)
- Status and priority
- Assignees — one or more team members
- Phase — which stage it belongs to
- Start / end dates and estimated / actual hours
- Progress % — manual, or rolled up from subtasks
- Billable flag and an optional billing rate that overrides the project rate
- Description (customer-visible scope) and internal notes
Task types
| Type | Use |
|---|---|
| Task | A normal work item. |
| Milestone | A checkpoint with no duration — appears as a diamond on the Gantt. |
| Summary | A parent that rolls up the progress of its child tasks. |
Task statuses
| Status | Color | Stage |
|---|---|---|
| Backlog | gray | Captured, not yet scheduled. |
| To Do | cyan | Ready to start. |
| In Progress | blue | Being worked. |
| Review | purple | Awaiting review or approval. |
| Done | green | Finished. |
| Cancelled | red | Dropped. |
These statuses double as the default Kanban columns.
Subtasks
Subtasks are a lightweight checklist inside a task — micro-steps you tick off. Each subtask has a name, an optional assignee, an optional due date, and a done/not-done state. Completing subtasks drives the parent task's progress %, but does not automatically change the task's status — you still move it to Done when the work is actually finished. Subtasks have no time tracking, dependencies, or comments of their own; for anything that needs those, use a full task.
Dependencies
Tasks can be linked so the schedule reflects real ordering. Four dependency types are supported, each with an optional lag:
| Type | Meaning |
|---|---|
| FS — Finish to Start | The successor starts after the predecessor finishes. (Most common.) |
| SS — Start to Start | Both start together. |
| FF — Finish to Finish | Both finish together. |
| SF — Start to Finish | The successor finishes when the predecessor starts. (Rare.) |
Dependencies are drawn as connector lines on the Gantt and drive scheduling.
The three views
The Work tab header has a view switcher (List · Board · Timeline), a search box, an Add Task button, and phase controls.
List view
A dense, sortable table of every task with quick inline creation at the top. You can group tasks by Status, Milestone, Phase, or not at all (this is a saved preference). Grouped headers are collapsible and show counts. Click any row to open the Task drawer; right-click for quick actions like edit, complete, or delete.
Board view (Kanban)
A drag-and-drop board with a column per workflow stage. The default columns are Backlog → To Do → In Progress → Review → Done, and In Progress and Review carry WIP (work-in-progress) limits that flag the column when exceeded. The columns are customizable per project — rename them, recolor them, reorder them, and set your own WIP limits.
On the board you can:
- Drag a card between columns to change its status.
- Drag within a column to reorder.
- Quick-add a task by typing into the + box at the bottom of a column — it's created in that column's status.
- Drag a team member from the Team drawer onto a card to assign them.
- Click a card to open the Task drawer.
Each card shows the task name, a snippet of the description, the priority badge, and the assignees.
Timeline view (Gantt)
A split screen: a compact task list on the left, a Gantt chart on the right. Selecting a task in either side highlights it in the other. The timeline scale switches between Day, Week, Month, Quarter, and Year, with zoom controls.
On the chart, task bars are color-coded by type (task, milestone, summary, project) and filled to show progress. You can:
- Drag a bar sideways to reschedule, or drag its edge to change duration.
- Draw a dependency line from one bar to another, and delete it from the connector.
- Click a bar to open the Task drawer; double-click to edit.
The Task drawer
Clicking a task anywhere opens the Task drawer from the right — the full detail of one task. From here you edit fields inline, open the full edit form for advanced changes, see parent/subtask/dependency relationships, review the time logged against the task, and read or post comments.
Comments
Each task has a comment thread for discussion and decisions. Comments support @-mentions (which notify the mentioned person), replies (nested threads), and file attachments, and they appear in the task's activity feed so the history of a task stays with it.
The cross-project Tasks page
/project/tasks is the same task experience, but across every project at once — your personal or team work queue. It offers the same List and Board views, the same grouping and filtering (by status, type, priority, billable, project, phase, assignee, and date ranges), and bulk actions to change status, reassign, reprioritize, or delete many tasks at one time. Use it to answer "what's on my plate this week?" without hopping between projects.