Work with the tasks board

The Tasks workspace is a board with four columns: To do, In progress, Blocked and Done.

What a task holds

• Name: what needs doing.
• Workstream: for HR templates, one of Core HR, Payroll, Benefits, Time & absence, Data migration, Integrations, Testing, or Change & training.
• Team: for HR templates, one of HR, IT, Finance, Legal or Vendor.
• Phase: which of the four phases it belongs to.
• Owner: the name of the person responsible.
• Due date.

Add a task

1. Open the project and go to Tasks.
2. Add a task and type its name.
3. Choose the workstream, team and phase.
4. Add an owner and a due date. If you leave the due date blank, the task is due at the end of its phase.

New tasks start in To do. Owners and Editors can add, edit and remove tasks.

Move a task

Change a task's status to move it to another column. Owners, Editors, Contributors and Guests can all change task status, so the people doing the work can keep the board current.

Use Blocked when a task cannot move until something else happens. Blocked tasks are listed on the Overview under what needs attention, along with tasks that are past their due date and not Done.

Filter the board

Filter by workstream, by team, or both. For example, show only Payroll tasks owned by Finance before a payroll working session, or only Vendor tasks before a vendor call.

Tasks created from gaps

When you turn a process-map gap into a task, the task appears on the board in To do with a name that starts "Close gap:". See process maps and gaps.

Not available yet

Task dependencies, a draggable Gantt chart, comments on tasks, file attachments and automatic reminders for overdue tasks are planned. They are not in the product today.