Work and tasks
Run delivery from the Work Hub — the projects board, the task board and its filters, the task editor, My Work and Team views, and the weekly employee schedule.
Work is one page with six tabs that between them cover everything your team is doing: projects moving through stages, the task board, your own queue, the team's queues, the weekly shift schedule and meetings. The tab you pick is kept in the URL, so any view here is shareable.
Before you start
Permissions differ per tab. Projects needs projects access. Tasks and My Work need tasks access. Team is owner-only. Meetings needs the meetings permission. Any active team member can open Schedule.
The projects delivery board
The board at WorkProjects is a drag-and-drop view of every project across the stage columns.
Drag a card to a new column
That writes the project's status, which is the same value Quick status sets on the Projects list.
Tick a step dot on a card
Marks an internal step complete.
Owners: add a column with + New
Beside the tabs. Use a column's kebab menu to rename or remove one.
Column rules
- You cannot remove a default column while projects sit in it — move them first.
- The board always needs at least one visible column.
- Removing a custom column moves its projects back to the underlying stage column rather than losing them.
Dropping a project into Completed may prompt you to complete its still-open client-visible checkpoints.
The task board
The full internal board is WorkTasks. The old
/admin/tasks link redirects here.
Click a stat tile to filter
Overdue, Today, Review and Unassigned double as one-click filters.
Narrow further
Search, then Status, Project and Assignee.
Choose how it looks
Switch between Board and List, and set card density to Compact, Standard or Detailed.
Create work
Templates starts from a template set. New Task opens a blank one.
| Setting | What it changes | Default |
|---|---|---|
| Status filter | All statuses, open, in progress, blocked or awaiting review. | All statuses |
| Project filter | All projects, No project, or a single project. | All projects |
| Assignee filter | All assignees, Unassigned, or one teammate. | All assignees |
| Board density | Compact, Standard or Detailed card height. | Standard |
| Show SEO | Shows or hides SEO Command Center automation tasks. Saved per user, so turning it off only affects your own view. | — |
Deep links land on an exact view
Adding ?taskId= with a task id opens that task's drawer directly, and
?projectId= pre-filters the board to one project. Paste either into a message
when you want a teammate to see the same thing you are looking at.
The task editor
One dialog creates and edits tasks, meetings and content items, wherever you open it from — Work, Calendar or Appointments.
| Setting | What it changes | Default |
|---|---|---|
| Item type | Task, Meeting or Content. Locked to Task inside the Work Hub's own tabs. | — |
| Title | The item's title. | — |
| Status | open, in progress, blocked, awaiting review or completed. | open |
| Priority | No priority, or a priority level. | No priority |
| Calendar day | The day the item appears on the calendar. | — |
| Start time / End time (optional) | The scheduled window. Clearing the start time clears the end time. | — |
| Task type (optional) | Your workspace's own task-type vocabulary, with its colour dot. | No type |
| Make recurring | Repeats the item every N days, weeks or months. | Off |
| Meeting type / Platform / Meeting link | Call, Meeting or Presentation; Zoom, Google Meet, In person, Phone call or Other; and the join URL. Meetings only. | — |
| Content type / Platform | Blog post, Social media, Newsletter, Video, Podcast, Press release, Case study, Infographic or Other, plus the destination channel. Content items only. | — |
| Assigned to | The primary assignee. Additional assignees can be added. | Unassigned |
| Team visible | Whether the whole team sees the item or only you. | — |
| Description | The task details. | — |
Recurring items ask before they change the series
Editing a recurring task asks whether to update the whole series. Deleting one offers Delete all instances as a separate choice from deleting the one instance in front of you. Read the confirm before clicking through it.
The Other (custom user id) option on the assignee picker expects a raw identifier. In normal use, pick a teammate from the list instead.
My Work and Team
My Work shows only what is assigned to you, newest assignments first in list mode. Team groups every task into per-teammate swimlanes with avatars, role and counts, and is owner-only.
| Setting | What it changes | Default |
|---|---|---|
| Search tasks | Matches title, description, project, client, status, priority and tags. | — |
| Status | All statuses, Open, In Progress, Awaiting Review, Completed or Blocked. | All statuses |
| Project | All projects, or one project. | All projects |
| Board / List | Kanban columns, or a flat list. | — |
An Unassigned lane only appears when unassigned work actually exists.
The employee schedule
The week grid at WorkSchedule shows everyone on the roster with their approved time off, shifts and optionally scheduled work, plus scheduled-hours totals per person.
Navigate weeks
Use the arrows, or Today to jump back.
Turn on Show tasks
Adds scheduled tasks and content to the grid. Shifts, leave and meetings always show.
Add a shift
Click New shift, or hover a person and day cell and use the clock icon to add one there.
Edit or delete
Click an existing shift band.
What the grid will and will not show you
- Owners are never scheduled, so shift controls do not appear on an owner row.
- Non-owners see their own row plus rows that actually have visible shifts or work that week.
- A cell shows at most four items, then a "+N more" indicator.
- Below tablet width the grid becomes a day picker with per-person cards.
Creating and editing shifts is owner-only.
Workspace-wide settings
Owners and admins get a kebab menu beside the tabs:
- Task templates — create, edit and delete your own template sets, and hide the built-in ones.
- Task types — your workspace's task-type vocabulary, including hiding built-in types.
- Checkpoint defaults — the default checkpoint set applied to new projects.
Limits worth knowing
Task status changes do not email your team
The email notification that would fire when a project task changes status is a stand-in that does nothing. Nobody is notified. Until that changes, treat the board — not an inbox — as the source of truth, and tell your team the same.
Agent automations on a project do not generate tasks
The agent automations section on project detail is switched off. A saved agent-series will never produce tasks, so do not plan delivery around it.
Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| Dragging a project on the board does nothing | Dragging needs projects edit, and members only see projects they are assigned to | Grant the permission, or move the project from its detail page |
| "Move the N projects out of that column before removing it" | Default columns cannot be removed while cards sit in them | Drag those projects elsewhere, then remove the column. At least one column must stay |
| The Team tab looks empty | Team is owner-only, and members are served only their own rows | View it as an owner. Members should use My Work |
| SEO tasks flood the board | The Show SEO toggle is on | Turn it off. The setting is saved per user |
| A recurring task came back after you deleted it | You deleted one instance, not the series | Use Delete all instances |
| New Task is missing from a tab | It is hidden on Schedule, Meetings, Tasks and Projects, which carry their own create controls | Use that tab's own create control |
| An old bookmark lands somewhere unexpected | ?tab=project lands on Tasks and ?tab=queue lands on My Work | Both still work — update the bookmark if you want |