All docs

Tools

Calendar & Tasks

Tasks

The task system lets you track work progress:

  • Create – title, description, priority, room, due date
  • Statuses – To do → In progress → Done
  • Priorities – High, Normal, Low
  • Assignment – optional team member assignment
  • Stages – group tasks into work stages with name, goal, and dates

Kanban view

Tasks can be viewed on a Kanban board:

  • 3 columns: To do | In progress | Done
  • Drag & drop – drag tasks between columns
  • Filtering – by status, priority, room, stage

Stages

Stages help organize work in cycles:

  • Data – name, goal, start and end dates
  • Statuses – Planned → Active → Completed → Cancelled
  • Room assignment – a stage can be linked to a single room

Calendar

  • Calendar view with events
  • Types: Meeting, Deadline, Milestone, Note
  • Linked to project

Auto-generated tasks

Some tasks are created automatically:

  • After a client completes a brief
  • Based on What's Next suggestions