Opening Tasks
From the left sidebar, click Campaign › Tasks (List View) or navigate to /tasks.
Task Fields
| Field | Description |
|---|---|
| Task Title | Short description of the task |
| Project | Which project this task belongs to |
| Assigned To | Staff member responsible |
| Status | To Do / In Progress / Done / Blocked |
| Priority | Low / Medium / High / Urgent |
| Due Date | When the task must be completed |
| Milestone | Which milestone this task is part of (optional) |
Creating a Task
- Click + New Task.
- Enter the task title.
- Select the project.
- Choose the assignee.
- Set the priority and due date.
- Optionally link to a milestone.
- Add any notes in the description field.
- Click Save.
Filtering Tasks
Use the filters at the top of the list to narrow down by project, status, assignee, or priority. This is useful for daily stand-ups — filter to your name and see everything assigned to you.