Projects and tasks

A project belongs to a client and holds tasks. Each project carries its own status columns, so what a task's status is called depends on which project it is in; the base lifecycle is new, in progress, hold, published, completed and closed.

Tasks have a title, a description, an owner, assignees, a priority, a due date, tags, subtasks, attachments and their own chat. A task belongs to one project. There is no built-in way to copy a task into several projects at once.

A description can hold a checklist. The checklist button in the description's toolbar, next to the bullet list, turns lines into steps with a box each. Ticking a box in the open task saves straight away, with no Save press, and a ticked step is struck through. The description preview on a task row shows the ticks but cannot change them. Checklists are only in task descriptions, not in chat messages or project descriptions.

Who a task can be assigned to. Anybody in your own company, and anybody from another company who is on that particular project — so the two sides of a shared project can assign each other's people, in both directions. Sharing one project does not make a partner company's staff assignable anywhere else. A whole company can be put on a project, but only a person can be given a task; a company is not offered as an assignee because it has no task list for the work to land on.

Recurring tasks exist. A task can repeat on a schedule, set from the task modal. The recurrence carries a type, an interval and a unit, and can be switched off without deleting the task. Recurring tasks are generated for you rather than copied by hand.

The job board. Setting a task's status to available offers it to anyone in the company rather than assigning it to a person. The board is off unless the company turns it on. It can be narrowed to one task type or one service, so a team finds the kind of work it picks up. Those filters list every task type and service the company has, each with how many tasks on the board it has now. A task's service is the one it was made from, else its contract's, else the project's default contract's.