Project tasks

Introduction

Tasks help you manage operational work within your projects. They structure work, track progress, and show investors that your project is well managed.

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Opening tasks

1. In the menu, click "Tasks".
2. The list of all your tasks appears (across all projects).

You can also open tasks for a specific project from the project page.

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Creating a task

Step 1 — Open the form

1. Click "New task" or "Create task".
2. The form appears.

Step 2 — Fill in the information

Field	Description
Title	A clear, short name for the task
Description	Details of what must be done
Linked project	Select the project this task belongs to
Status	Initial task status
Due date	When the task should be completed
Priority	Priority level (if applicable)

Step 3 — Save

1. Verify the information.
2. Click "Create task".

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Viewing a task

1. Click a task in the list.
2. The detail page opens with all information.

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Editing a task

1. Open the task page.
2. Click "Edit".
3. Update the information (title, description, status, date, etc.).
4. Click "Save".

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Deleting a task

1. Open the task page.
2. Click "Delete".
3. Confirm deletion.

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Task statuses

Status	Description
To do	Task not started yet
In progress	Task underway
Done	Task completed
Cancelled	Task abandoned

Updating task statuses regularly shows investors that your project is moving forward.

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Organizing tasks

Filtering tasks

Use filters to sort tasks by:

• Project
• Status
• Due date
• Priority

Tasks by project

From a project page, you can see only tasks linked to that project, which makes per-project management easier.

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Good practices

1. Create precise tasks: one task = one concrete action
2. Update statuses regularly to reflect real progress
3. Link every task to a project for clear organization
4. Respect due dates: delays can affect your score

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Previous: Module 3 — Manage your projects Next: Module 5 — Create an investment offer