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Nikolai Giman
65 lines
3.1 KiB
Markdown
65 lines
3.1 KiB
Markdown
---
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title: Tasks
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description: Create and manage tasks in TaskView - subtasks, deadlines, priorities, assignees, tags, rich-text notes, financial tracking, and full change history with restore. Self-hosted task tracking with no limits.
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navigation:
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icon: i-lucide-check-square
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---
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Tasks are the core of TaskView. Every piece of work - a bug to fix, a feature to build, a meeting to prepare - is a task.
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## Creating tasks
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Click inside any list to add a task. Type a title and press Enter. The task is created immediately - you can add details later.
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## Task details
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Click on a task to open the detail panel. Here you can set:
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### Priority
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How urgent this task is. Priorities help you and your team focus on what matters most. Tasks can be sorted by priority in the list view.
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### Deadline
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When the task is due. You can set just a date, or a date with a specific time. Quick shortcuts are available for common choices like "Today", "This week", and "This month".
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The dashboard will show upcoming deadlines so nothing slips through.
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### Notes
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A rich text editor for longer descriptions, steps, links, or anything else. Supports formatting, headings, lists, and code blocks.
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### Assignees
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Who's working on this. You can assign multiple people to a single task. Each assignee can have a different role (responsible, participant) depending on your project setup.
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### Tags
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Color-coded labels for categorization. A task can have multiple tags. Tags are defined per project.
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### Status
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The workflow state of the task - tied to your Kanban columns. Status can only be changed from the Kanban board by dragging the task between columns. There is readonly status selector in the task detail panel.
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### Financial amount
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Attach a monetary amount to a task and mark it as income or expense. Useful for freelancers or teams that need basic budget tracking alongside task management.
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## Subtasks
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Any task can have subtasks.
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To create a subtask, open a task and click the **Add subtasks** in the subtasks section. Subtasks don't have priorities or other detailed properties - they're meant to break a task into small, easy-to-complete steps.
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Completing a parent task doesn't automatically complete its subtasks. You can use this to track whether all the pieces of a larger task are actually done.
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## Task completion
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Click the checkbox next to a task to mark it complete. Completed tasks are hidden from the list by default. To see them, click the **eye** button in the toolbar - completed tasks will appear dimmed alongside active ones. They also show up in the dashboard's "Completed" widget.
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To reopen a completed task, just click the checkbox again.
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## Task history
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TaskView keeps a history of changes for every task. If something was accidentally changed you can restore it.
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Open a task, go to the history section, and you'll see a log of what changed and when. Click **Restore** on any previous version to bring it back.
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## Deleting tasks
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Delete a task from the context menu or the detail panel. Deleted tasks go through the history system, so you **can not** recover them.
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