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Tasks

Manage project tasks with standardized catalogs, templates, and automation rules.

What is the Tasks Module?​

The Tasks module helps organize and track work across projects using:

  • Task Management - Create, assign, and track individual tasks
  • Task Catalogs - Reusable libraries of standardized task templates
  • Catalog Items - Pre-configured tasks with details, dependencies, and rules
  • Task Rules - Automated selection, timing, and setup of tasks within catalogs
  • Dependencies - Define relationships between tasks (Task B starts after Task A finishes)
  • Feedbacks - Collect team feedback on tasks and processes
  • Meeting Minutes - Document task-related discussions and decisions
  • Bulk Delete — Select multiple tasks in the dashboard to remove them at once (requires write permission)

Key Concepts​

TermDefinition
TaskIndividual work item to be completed
Task CatalogLibrary of standardized task templates for specific project types
Catalog ItemIndividual task template with predefined details
Task RulesAutomated selection, timing, and setup logic for tasks
DependenciesRelationships between tasks (e.g., Task B starts after Task A)
Task FeedbackTeam input on task execution and improvements

How Tasks Work​

1. Create Task Catalogs​

Build libraries of standardized tasks for different scenarios.

2. Add Catalog Items​

Populate catalogs with task templates including name, description, estimated duration, dependencies, and assignee roles.

3. Apply to Projects​

Use catalog tasks in real projects — select a catalog, tasks are automatically created, assign to team members, and track completion.

4. Automate with Rules​

Set up triggers and actions:

  • "When permit approved → Start construction tasks"
  • "When 90 days before target date → Create setup tasks"

Documentation​

Task Management

View and complete your tasks

Task Feedbacks

Provide feedback on tasks

Task Catalogs

Use standardized task libraries

Catalog Items

Customize task templates

Task Dependencies

Define task relationships

Creating Task Catalogs

Build template libraries

Task Rules

Set up automation

Task Settings

Configure module

Next Steps: Task Management · Task Catalogs