Task Management – Your Digital Command Center

Managing client deliverables doesn’t have to feel overwhelming. With Task Management, you get a clear, visual, and customizable way to organize your team’s work. At its heart lies the Kanban board — the default view you’ll see the moment you enter.

Think of the Kanban board as your project’s cockpit  — everything is laid out neatly, so you always know what’s on track, what needs attention, and what’s been successfully completed.

Default Kanban Board – Your Project at a Glance

When you first land in Task Management, you’ll see the Kanban board, a visual representation of your workflow.

By default, tasks are divided into three columns:

• To Do  – Tasks that are waiting to be picked up.

• In Progress  – Tasks that are currently being worked on.

• Completed – Tasks that have been finished and signed off.

 But here’s the best part: You’re not limited to these three. You can edit the column names or add more stages to match your unique project flow (e.g., Architect submits drawings → Design Review → Procurement → Site Work → Quality Check → Completed ).

This means the Kanban adapts to your way of working, not the other way around.

Add Column – Customize Your Workflow

No two projects run the same, so why should your board look identical?

• By default, your Kanban comes with three columns: To Do, In Progress, and Completed.

• When you add a new column, it will automatically be placed before the Completed column.

• You can then rename the column to fit your project’s unique needs.

Each new column becomes a lane of progress, letting you map your workflow in a way that feels natural and project-specific.

Filters & Search – No Task Left Behind

As your board grows, so does the number of tasks. But don’t worry—powerful filter and search tools keep everything organized.

You can filter tasks by:

• Status – Focus on tasks in To Do, In Progress, or Completed.

• Assignee – Zero in on who’s handling what.

• Schedule – Track tasks against project timelines with ease.

• Priority – Highlight urgent tasks vs. low-priority ones.

And if you know exactly what you’re looking for, just type it into the search bar to instantly locate the right task card.

Adding Tasks – Two Smart Ways

The system gives you the freedom to create tasks as detailed or as quick as you want:

Add Task Button – For Detailed Tasks

• Click Add Task to open a full task creation panel.
• Here you can set everything: task name, description, assignee, due date, priority, and more.
  You can also use predefined task templates for recurring tasks, ensuring consistency and saving time.

Add Quick Task – For Fast Entry

Click Add Quick Task if you just need to jot something down quickly.

A new card appears instantly on the board.
You can edit key fields right on the card:

• Task Name

• End Date

• Assignee

• Priority

Perfect for those “I just remembered we need to do this!” moments.

Add from Task Templates – For Consistency
Instead of starting from scratch, you can add tasks directly from pre-defined Task Templates created in the Template Center.This ensures consistency across projects. For more details, click here to know about Task Templates.

The Power of Kanban – Why It Works

Kanban isn’t just a pretty board — it’s a battle-tested project management method that helps teams:

• Visualize work clearly – Everyone sees what’s happening without endless meetings.

• Identify bottlenecks fast – If tasks pile up in one column, you know where to act.

• Boost efficiency – Dragging a card from “To Do” to “Completed” feels intuitive (and oddly satisfying).

• Improve collaboration – Everyone’s updates are reflected instantly, so the team stays in sync.