Tasks on a contract

View is enough to add a task, edit it, change its stage, or delete it. You do not have to be the assignee. Tasks assigned to you across contracts are on Your tasks. Both places share List and Kanban.

Steps

1. Open Tasks on the contract.
2. Choose Stage to show one stage, or leave Any stage. Show done starts off. Choose List or Kanban. The tab starts on List. This browser remembers that choice for you, and Tasks in the sidebar uses the same choice.
3. Choose New task. The dialog title is New task.
4. Enter Title, choose Assignee, and set Due date if there is one. Choose Create task.
5. On the list, change the stage from the list named “Stage for {title}”.
6. On the board, drag a card to another column. A grip at the start of the card shows that it can be dragged.

The stages are To do, In progress, Blocked, and Done. A new task is To do. Adding one shows “Task added.”

The board

Kanban has one column for each stage, in that order, including an empty column. The card itself is the drag surface. Space or Enter on the card picks it up. Left or Right changes stage. Space or Enter drops it. Escape cancels. The menu button does not drag the card and does not open the dialog.

Choosing the card opens Edit. Task actions offers Delete. Delete this task? says “This can’t be undone.” A drop in the same column does not save a new order. On a narrow window the columns scroll sideways inside the board.

What you see

Show done off hides Done tasks while Stage is Any stage. Choosing Done shows them on their own. A Done title is struck through. The tab count includes hidden Done tasks. With no tasks, the tab says “No tasks yet.” When the filter hides every task, it says “No tasks to show.”

The assignee list shows display names of active members who can see this contract. The hint is “Only people who can see this contract can be assigned.” An empty assignee stays in the dialog and says “Choose an assignee.” Assigning someone does not give them access. “This person can’t see this contract.” means the dialog stays open.

A task that is not Done, and whose due date is before today, shows Overdue. The due day itself is not overdue. A Done task is not marked overdue. A title is 1 to 200 characters after trimming.

If the assignee later loses access, the task stays assigned to them and shows No access. Its title is “This person can no longer see this contract. Reassign the task.” A deactivated assignee shows Deactivated instead.

Moving the stage to Done writes Task completed. Leaving Done writes Task reopened. Another stage change writes Stage changed. The activity sentence names the task title and does not add the note text, because there is no note on a task.