Tasks & Kanban boards
Create and assign tasks and organize them in visual boards
Tasks and Kanban boards bring structure to your daily work – whether a workshop job, customer onboarding or internal to-dos.
Create a task
Open the module
Navigate to Tasks or to the board you want.
New task
Set the title, description, due date and priority. Optionally link a contact, order or invoice.
Assign
Assign the task to one or more staff. It appears in their task list with a notification.
Structure boards
With boards you build your own Kanban views:
- Define columns freely (e.g. "Open", "In progress", "Test", "Done")
- Drag & drop between columns automatically changes the status
- Filter by staff, tag, priority or due date
Priorities and tags
Tasks can be given priorities (Low, Medium, High, Urgent) and tags – for quick visual orientation.
Create tasks from workflows
In the workflow builder, tasks can be created automatically from triggers like "new order" or "service registration received".
Related topics
- Create workflows — create tasks automatically from triggers and conditions
- Time tracking — record working time on tasks and orders
- Create & process an order — orders you can link to tasks
- Calendar & appointments — plan appointments and assign staff
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