The Tasks tool provides flexible task and issue tracking across the platform. Tasks can be scoped to any resource (projects, deals, contracts, etc.), assigned to team members, and tracked with status, priority, and type labels. Multiple view modes — list, board, timeline, and process — let teams work in whatever format suits them best.
- Multiple views — Switch between List, Board (kanban), Timeline (Gantt), and Process views
- Subtasks — Tasks can have nested subtasks for breaking down work
- Checklists (todos) — Add ordered checklist items to any task
- Watchers — Users can watch tasks to receive notifications on updates
- Resource scoping — Tasks link to any resource via
resource_type / resource_id (project, deal, contract, etc.)
- Assignments — Assign tasks to any team member
- Status, priority, and type — Configurable labels for classifying and filtering tasks
- Private tasks — Mark tasks as private to hide from other users
- Estimated hours — Optionally set time estimates on tasks
- Date range — Set start and due dates for scheduling
- Data scoping — Employees and leads see only their assigned tasks; managers see squad tasks; heads/executives see all
- History log — Status changes and assignments are logged automatically
- Reported by — Link a task to a contact who reported the issue (
reported_by_contact_id)
- Email-created tasks — Tasks auto-created from inbound emails are linked via
email_id
- Auto SLA assignment — Tasks created on support projects (via portal, email, or internal form) automatically get SLA deadlines assigned based on the company’s SLA policy and the task’s priority
- Portal task creation — Clients can raise support requests from the portal via
POST /api/portal/requests, which creates a task, assigns SLA, and notifies the delivery manager
| Level | View | Create/Edit | Delete |
|---|
| Executive | All | Yes | Yes |
| Head | All | Yes | No |
| Manager | Own + squad | Yes | No |
| Lead / Employee | Own only | Yes | No |
| Param | Type | Description |
|---|
view | list | board | timeline | process | Active view mode (default: list) |
- Route:
src/routes/tasks.tsx / src/routes/tasks.lazy.tsx
- Page:
src/components/tasks/tasks-page.tsx
- API:
worker/routes/tasks.ts
| Method | Path | Permission | Description |
|---|
GET | /api/tasks | view | List tasks (scoped by access level) |
GET | /api/tasks/:id | view | Get task detail with todos, subtasks, and watchers |
POST | /api/tasks | update | Create a task |
PUT | /api/tasks/:id | update | Update a task |
DELETE | /api/tasks/:id | manage | Delete a task |
PUT | /api/tasks/:id/todos | update | Upsert checklist items for a task |
GET | /api/tasks/:id/subtasks | view | List subtasks |
POST | /api/tasks/:id/subtasks | update | Create a subtask |
POST | /api/tasks/:id/watch | view | Watch a task |
DELETE | /api/tasks/:id/watch | view | Unwatch a task |
- Projects — Tasks can be scoped to a project
- SLA — SLA policies track response and resolution deadlines on tasks
- Time Tracking — Time entries link to tasks for effort tracking
