Tasks
The task module is your personal and the team’s work list. Here you keep track of everything that needs to be done — from daily reconciliations to follow-up of documentation and deadlines.
Navigation
You find tasks under Tasks in the side menu. The page has three tabs:
- My work list — tasks assigned to you
- All tasks — all tasks in the organisation
- Unassigned — tasks that no one is responsible for yet
Statuses
Each task has a status that shows where it is in the process:
| Status | Meaning |
|---|---|
| Open | The task is created, but not started |
| In progress | Someone is actively working on the task |
| Waiting | The task is waiting for something (for example a reply from an external party) |
| Blocked | The task cannot proceed — a reason must be given |
| Completed | The task is finished |
| Cancelled | The task is cancelled |
Priorities
Tasks can have four priority levels:
- Low — can wait
- Medium — normal priority
- High — should be done soon
- Critical — urgent, must be handled immediately
Categories
Categories help you group tasks by type of work:
Daily tasks: Reconcile, Document, Clarify, Correct
Follow-up: Follow up, Reminder to external party, Check, Report
Other: Needs approval, Missing docs, Must be corrected, Flag for later, Other
Statistics cards
At the top of the tasks page you see four cards that give you a quick overview:
- Open — number of tasks that have not been started
- In progress — number of tasks someone is actively working on
- Overdue — tasks that have passed the deadline
- Completed this month — tasks completed in the current month
You can click each card to filter the list to that category.