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Tasks

Last Update há 2 meses

Tasks in Detail Creating and Updating Tasks Tasks: 4 Progress Types Updating Task Progress

Tasks in Detail

Rui Luis

Last Update há 2 meses

Tasks are the atomic units of execution that drive Key Result progress. They are always available and tightly integrated into the Tasks Page, the OKR Page, and the Cycles Page (if cycles are enabled).

The Tasks Page is where users will interact most actively with tasks:
  • Updating progress
  • Changing due dates
  • Assigning responsibility
  • Quantifying Story Points

Tasks Page

The initial view of the Tasks Page is in a list format. Tasks can be filtered by:

  • Team (eg. Revenue Growth)
  • Search dialog
  • All Tasks
  • My Tasks

The Tasks page can be viewed in the following views:

  • List
  • Kanban
  • Calendar

List view

Board view

Calendar view

The Calendar view can be switched from a timeline view to a single day (End Date) view by toggling the icon above the Today selector.

Timeline

Single day

Click “New Task” or "+ Add Task"to create a task.

  • Each task includes:

    • Due date and Story points

Completion status and Progress bar

Target: Value or state of the Progress that This Task is trying to achieve

Assigned to

Progress type:

Value: Track progress using a numeric value (e.g., revenue, user count, hours).

Status: Show progress using predefined stages (e.g., Backlog, In Progress, Done).

Percentage: Indicate completion as a percentage from 0% to 100%.
Tasks can be viewed and modified from either the OKR Page, the Tasks page or the Cycles Page (if enabled), ensuring smooth alignment across strategic and tactical workflows.

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