Tasks & Projects

Tasks & Projects let you manage work items and track progress across your organization.

Getting Started

1. Navigate to Tasks & Projects in the sidebar
2. Select a Company from the dropdown

Creating a Project

1. Click Create Your First Project (or the "+" button if projects exist)
2. Enter a Name and Description
3. Click Create Project

The project is created and selected in the project dropdown.

Managing Tasks

Creating a Task

1. Select a project from the dropdown
2. Click Create First Task (or "+" if tasks exist)
3. Fill in:
   • Title -- what needs to be done
   • Description -- details and context
   • Assign To -- select a specialist from the dropdown
   • Due Date -- when it should be completed
4. Click Create Task

Task Table

The task table shows:

Column	Description
Title	Task name with description preview
Status	Badge showing current status
Assigned To	Specialist name (resolved from ID)
Due Date	When the task is due
Created	When the task was created

Task Statuses

Status	Meaning
Open	Task created, not yet started
In Progress	Work is underway
Completed	Task finished

Editing Tasks

1. Click Edit on a task row
2. Modify any field including status
3. Click Save Changes