Tasks & subtasks

Tasks in detail

The basics explain what a task is — here it's about handling more demanding processes with them too. Tasks are closely interlocked with contacts and boards.

Subtasks for multi-step work

You break a larger task into subtasks — “create offer” becomes “clarify needs”, “calculate”, “send”. So a multi-step matter stays bundled in one task instead of falling apart into many loose individual tasks.

Comments hold the context

You record agreements as comments right on the task — the context stays where the work happens, not in separate chats or emails no one finds later.

Control & sort

Custom status stages, due dates and board assignment make visible what's due. Tasks can be filtered, reordered, moved between boards and edited in bulk actions — even with many matters the overview stays.