What it does

Tasks let you capture the things you need to do to keep the business moving. Each task has a title, a priority, a status and an optional due date, and can be linked to a customer. You can view your tasks two ways — a Grid (a sortable, filterable list) or a Board (To do / In progress / Done columns) — and switch between them at any time.

Where to find it

In the top menu, open Schedule ▾ and choose Tasks.

Direct link: /dashboard/tasks

The heading reads Tasks, with "Stay on top of your to-dos — filter by status, sort, and tick them off as you go."

Step by step

Add a task

Click the Add task button (with a + icon, top right). The Add task dialog opens.
Title — a short description of what needs doing (e.g. "Post flyers in the Meadows estate"). Required.
Description — optional extra detail.
Status — To Do, In Progress or Done. New tasks default to To Do.
Priority — Low, Medium or High. Defaults to Medium.
Due — an optional date the task is due by. Defaults to today (you can clear it).
Link to contact — optionally tie the task to a customer; choose None for a general task. (This only appears if you have contacts.)
Click Add task. You'll see "Task added" and it appears in your list/board.

Switch between Grid and Board

At the top left is a toggle with two buttons:

Grid (rows icon) — the sortable list view.
Board (kanban icon) — the three-column board.

Click either to switch. Your choice is reflected in the page address, so you can bookmark whichever you prefer.

Use the Grid view

Filter by status: use the status dropdown (All statuses, To Do, In Progress, Done). A count ("8 tasks") sits beside it.
Sort: click a column heading (Title, Status, Priority, Due) to sort; click again to reverse the order.
Paging: the list shows 20 tasks per page; use the pager at the bottom for more.
Overdue tasks show their due date in red with an "Overdue ·" prefix (tasks marked Done are never flagged overdue).

Use the Board (kanban) view

The board has three columns — To do, In progress and Done — each with a count badge. Every task appears as a small card under its current column, showing the title, priority badge, due date and any linked customer.

Tick a card's checkbox to mark it done (or back to To Do). Tasks move into In progress by editing the task and setting its status — the board itself doesn't use drag-and-drop.

Tick a task done

Grid: open a task's ⋯ menu and choose Mark as done (or Mark as to do to reopen it). Done tasks show with their title struck through.
Board: tick the checkbox on the card. Ticking toggles between Done and To Do.

Edit or delete a task

Open the task's ⋯ (three dots) menu — on a grid row, or on the top corner of a board card.
Choose Edit to change any details, then Save changes.
Choose Delete (owners only) to remove it, then confirm.

Bulk actions (Grid view)

Tick the box on one or more rows (or the header tick box to select the whole page). A "N selected" toolbar appears.
Set status — pick a status and click Apply to change all selected tasks at once.
Delete — owners only; removes the selected tasks after a confirmation.
Clear selection to deselect.

If more tasks match your filter than fit on the page, a banner offers to apply the action to every matching task.

What each screen shows

Grid columns:

Select — tick box for bulk actions.
Title — the task (and description underneath); struck through when done.
Status — a coloured badge.
Priority — Low / Medium / High badge.
Due — the due date, shown in red and prefixed "Overdue ·" when past due.
Contact — the linked customer (click to open), or —.
⋯ — actions (Mark as done/to do, Edit, and Delete for owners).

Board: three columns (To do, In progress, Done), each with a count badge and a card per task.

Tips & good to know

Use priority and due dates so the most pressing jobs surface first — sort the Grid by Priority or Due.
Link a task to a contact to keep follow-ups attached to the right customer.
The Board is great for a quick visual of what's on, in progress and finished; the Grid is better for sorting, filtering and bulk changes.
Remember: the board doesn't drag — set In progress by editing the task.

Troubleshooting

"Could not save task" — most often a missing Title. Add one and try again.
No Delete option — only business owners can delete tasks.
Can't drag cards on the board — that's expected; use the card's checkbox (to mark done) or Edit to change status.
A task vanished from the Grid — check the status filter; switch it to All statuses.

Tasks