Tasks is where your team tracks internal work: the maintenance request, the follow-up call, the supply order, the onboarding step you do not want to forget. Tasks live at the workspace level and are visible to your admin team, separate from member-facing features. This article explains the three views, statuses, assignment and due dates, recurring tasks, checklists, comments with @mentions, attachments, and the filters that help you focus.
Who can see and use Tasks
Tasks is an admin tool. Reaching the Tasks page requires an admin role in the workspace, or a staff role that includes the Tasks feature, so members and guests never see it. Staff with the Tasks grant can be assigned tasks and mentioned in comments just like admins. For more on how roles map to access across Deskie, see Roles and permissions.
Tasks are scoped to your current workspace, so you only ever see tasks that belong to the workspace you are working in. If your view is limited to specific locations, the board shows tasks assigned to people at your accessible locations, tasks assigned to people who have no specific home location set, and tasks assigned to admins and owners. This keeps the board useful at a single location while making sure tasks you create for yourself never disappear from view.
Three views: Board, List, and Date
A switcher in the top corner toggles between three views of the same tasks:
- Board: a kanban with three columns, Pending, In Progress, and Done. Drag cards between columns to change status.
- List: a table sorted by status and then due date, with columns for the task, assignee, due date, priority, progress, and status. Progress shows the checklist count and how many comments a task has.
- Date: tasks grouped by when they are due: Overdue, Today, Tomorrow, This Week, Later, and No Due Date. Overdue groups only include tasks that are not done, so finished work never nags you.
Each task card shows the title, a short snippet of the description, the assignee's avatar, the due date (or "No due date"), a colored priority badge, and, when relevant, a category badge, a repeat icon for recurring tasks, and checklist progress. If a task has an image attachment, the first image is shown as a preview banner across the top of the card.
Statuses and moving tasks
Every task is in one of three statuses: Pending (not started; every new task starts here), In Progress, or Done. There are two ways to change status:
- Drag and drop on the board: pick up a card and drop it into another column. The board updates the moment you release it.
- The card menu: open the menu on a card and choose Move to Doing, Move to Done, or Move to Pending. Only the moves that make sense for the card's current status are offered.
Status changes save in the background. If a save does not go through, the card returns to its original column.
Creating a task
Use the Add Task button to open the new task modal. A task has the following fields:
- Title (required): the name of the task.
- Description (optional): a place to describe what needs to be done.
- Category (optional): a free-form label like Cleaning, Maintenance, or Supplies. Existing categories appear as quick-select badges so your labels stay consistent.
- Due Date (optional): pick a date from the calendar.
- Priority: Low, Medium (the default), or High.
- Assignee (optional): choose who is responsible, or leave it as Unassigned.
- Repeat (optional): make the task recurring, described below.
- Checklist (optional): break the task into steps right from the creation form.
- Attachments (optional): add one or more files.
New tasks are created in the Pending status. When you create a task you are also recorded as its creator, which is kept separate from the assignee.
Recurring tasks
Set the Repeat field to Daily, Weekly, or Monthly, and optionally stretch the interval, for example every 2 weeks. Recurring tasks carry a repeat icon on their cards in every view.
Deskie creates the next occurrence when the current one is completed, not on a timer. Mark a recurring task Done and a fresh copy appears in Pending with the title, description, priority, category, assignee, and any unchecked checklist items carried over, and the due date advanced by the repeat interval. Because the next task only spawns on completion, a skipped week never buries the board under a stack of identical overdue tasks. Deleting a recurring task ends the chain; no future occurrences are created.
Checklists
Any task can carry a checklist. Add steps while creating the task or later from the task's detail view, where a progress bar tracks how many are done. Check items off as you go, and delete ones that no longer apply. Board cards and the list view show the checklist count at a glance, turning green when everything is checked.
When a recurring task spawns its next occurrence, unchecked checklist items carry over, so a half-finished routine picks up where it left off.
Comments and @mentions
Every task has a comment thread on its detail view for discussing the work where the work lives. Type @ in a comment to mention a teammate: a picker appears with your workspace admins, owners, and task-enabled staff, and the person you pick is notified with a link straight to the task.
Comments also notify the task's assignee and creator (excluding the comment author), so the people responsible find out without being mentioned explicitly. You can delete your own comments.
Notifications
Task activity generates notifications so nothing relies on someone checking the board:
- Assignment: assigning a task notifies the assignee, whether it happens at creation, by reassignment, or when a recurring task spawns.
- Mention: an @mention notifies the mentioned person.
- Comment: a new comment notifies the task's assignee and creator.
Notifications arrive as push and in-app messages, with SMS and email available as opt-ins under notification preferences. Each notification links directly to the task it is about.
Priority
Every task carries a priority used to signal urgency at a glance through a colored badge on the card: High (red), Medium (orange, the default), and Low (green). You can change a task's priority when editing it.
Due dates
Due dates are optional. When you set one, Deskie interprets it as a calendar date in your workspace's time zone, so the date you pick is the date everyone sees regardless of where they are.
Due dates are shown in a friendly form: tasks due today read Due Today, tasks due the next day read Due Tomorrow, and other dates show the month and day. Overdue tasks are called out in red in the list and date views. You can clear a due date by editing the task and removing the selected date.
Attachments
You can attach files to a task, both when creating it and when editing it later. Any file type is allowed, up to 50MB per file, and you can add more than one.
On the task detail view, image attachments appear as thumbnail previews you can click to open, while other files (such as PDFs or documents) appear as a list of named links. The first image attached to a task also becomes the preview banner on its board card. When editing a task you can remove any existing attachment, and deleting it removes the stored file as well.
Viewing and editing a task
Click a task to open its detail modal, which shows the description, due date, status, priority, assignee, checklist, comments, and attachments in one place. Every task also has a direct link, so a task opened from a notification lands on exactly the right one.
To edit, use the Edit Task option from the card menu or the edit button on the detail view. The edit modal lets you change the title, description, category, due date, priority, assignee, and repeat setting, and add or remove attachments. The status itself is changed from the board or the card menu rather than from the edit form.
To remove a task entirely, choose Delete from the card menu and confirm. Deleting a task is permanent and removes its attachments along with it, so use it only for tasks you no longer need to keep.
Searching and filtering
Two controls at the top help you focus on what matters:
- Search: type in the search box to narrow the view to tasks whose title, description, or category matches your text.
- Filter tabs: switch between All, Your Tasks, and Due Today. Your Tasks limits the view to tasks assigned to you, and Due Today limits it to tasks whose due date is today.
Search and the filter tabs work together, so you can, for example, search within just your own tasks, and they apply in whichever view you are using.
Tasks versus tickets
Tasks are for internal staff work that your team owns and tracks. They are distinct from member-raised tickets. If you handle member requests and issues, see Tickets for that workflow.