General Overview of Tasks

In Plannr, Tasks are an easy way to keep track of what needs to be done.
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From your Dashboard you can see any upcoming tasks at a glance. Using the icons at the top, you can switch between tasks with or without a due date, and between list view and calendar view.
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To view all your tasks, click on My Tasks from the left hand side menu.
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Here you can see the main task kanban board. Plannr will automatically apply a filter to only show you your own tasks but, if you are an Owner or Admin, you can press the little X next to your name and see all tasks assigned to all employees.
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The columns at the top represent Task Statuses and are configured in the Settings.
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You can drag a task to a different column to change the Task Status.
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​Clicking on a task takes you to the task in the client, case or plan that it is stored against. Here, you can view the description of the task, any notes that have been made on it and any subtasks associated with it. You can also mark a task as done by selecting the Complete button.
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You can also edit the task from this page.
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Each task is assigned a priority when it's created, indicating the importance of the task. This is represented through an icon showing an increasing number of bars according to importance. Below are the different priorities listed along with a corresponding example task card of that priority.