The Tasks board is a simple kanban for tracking internal staff 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 board layout, the three statuses, how assignment and due dates work, attachments, and the filters that help you focus.
Who can see and use Tasks
The Tasks board is an admin tool. Reaching the Tasks page requires at least an admin role in the workspace, so members and guests never see it. 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.
The board and its three statuses
Tasks are organized into three columns that you read left to right:
- Pending: work that has not been started yet. Every new task starts here.
- In Progress: work that is actively being done.
- Done: completed work.
Each task appears as a card in the column that matches its status. A card shows the task title, a short snippet of the description, the assignee's avatar, the due date (or "No due date"), and a colored priority badge. If a task has an image attachment, the first image is shown as a preview banner across the top of the card.
Moving a task between statuses
There are two ways to change a task's status:
- Drag and drop: pick up a card and drop it into another column. The board updates immediately, so the card jumps to its new column the moment you release it.
- The card menu: open the menu on a card (the three-dot button in its top corner) 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 in the top right of the board to open the new task panel. A task has the following fields:
- Title (required): the name of the task.
- Description (optional): a place to describe what needs to be done.
- Due Date (optional): pick a date from the calendar.
- Assignee (optional): choose who is responsible, or leave it as Unassigned.
- Attachments (optional): add one or more files.
New tasks are created in the Pending status with Medium priority. To set a different priority, save the task and then edit it. When you create a task you are also recorded as its creator, which is kept separate from the assignee.
Assigning tasks
The assignee dropdown lists the workspace owners and admins, since these are the people who run the space and work the board. Pick one of them to make the task theirs, or leave the task Unassigned.
If you create a task without choosing an assignee, it is assigned to you, the person creating it. To hand a task to someone else later, open the task and change the assignee. Assigned tasks show that person's avatar on the card and their name on the task detail view.
Priority
Every task carries a priority used to signal urgency at a glance through a colored badge on the card:
- High: shown in red.
- Medium: shown in orange. This is the default for new tasks.
- Low: shown in 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.
On the board, 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. A task with no due date simply reads No due date. 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. When you add files while creating a task, they are uploaded after the task is saved.
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 card to open its detail view, which shows the description, due date, status, priority, assignee, and all attachments in one place. From there you can jump straight into editing.
To edit, use the Edit Task option from the card menu or the edit button on the detail view. The edit panel lets you change the title, description, due date, priority, and assignee, add or remove attachments, and save your changes. The status itself is changed from the board (by dragging or using the card menu) rather than from the edit panel.
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 of the board help you focus on what matters:
- Search: type in the search box to narrow the board to tasks whose title or description matches your text. The search applies across all three columns at once.
- Filter tabs: switch between All, Your Tasks, and Due Today. Your Tasks limits the board 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. Clearing the search box and returning to the All tab shows the full board again.
Tasks versus tickets
Tasks are for internal staff work that your team owns and tracks on the board. They are distinct from member-raised tickets. If you handle member requests and issues, see Tickets for that workflow.