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Task Management

What Admins can do

Create & Assign

Create new tasks and assign them to organization members.

Edit Task Details

Update title, description, priority, estimated hours, due date, and assignee.

Org-wide Visibility

View all tasks across the organization, not just your own.

Creating and assigning a task

Use the Task Management screen to assign work to a specific member.

  1. Click Create Task.
  2. Fill in Title and (optionally) Description.
  3. Choose an Assignee.
  4. Set Priority (LOW, MEDIUM, HIGH).
  5. Add Estimated Hours and Due Date when useful.
  6. Submit to create the task.

Important rules enforced by the system

  • Tasks can only be assigned to Members (not Admins or Super Admins).
  • Assignees must belong to your organization.

Updating a task

Admins can edit tasks to keep the execution queue clean and accurate.

You can update:

  • Title and description
  • Assignee
  • Priority
  • Estimated hours
  • Due date

Audit trail

Admin edits are recorded in task history so you can later trace what changed and why.

Best practices for Admin execution

  • Keep priorities meaningful (avoid everything being HIGH).
  • Use due dates for tasks that block others.
  • Add acceptance criteria in the description to reduce review churn.