Tasks: list and board

Tasks capture commitments: call this donor back, print the signs, book the room. Every task carries a status, an optional priority, an assignee, and a due date, and it is the same data whichever of the two views you work from.

List or board: one dataset, two views

• Tasks is the list view: tabs for All, Mine, Unassigned, and Done, grouped under Overdue/Today/Upcoming/No due date headings. Check a task off, or hand an unowned one to yourself with its Unassigned pill.
• Task board shows one column per status: To do, In progress, Waiting, Done. The ‹ › buttons on a card move it one column; they dim at either end of the row. Jump there anytime with g then b.
• Every header carries a swap button (Open board / Open list), so you never have to hunt for the sidebar to switch.

Statuses run to do → in progress → waiting → done. "Waiting" is worth using honestly. A card with a waiting reason attached (shown with a clock icon) is a meeting agenda that writes itself. Tasks nobody is coming back to are archived, not left cluttering the board.

Opening a task shows its full record: subtasks, discussion, attachments, and the activity history. The header carries Archive and a ⋯ menu with Rename task, Open task board, and Delete task; the breadcrumb takes you back to the list, and opening from the list adds previous/next arrows (J/K) through the same filtered set.

Assignment, due dates, and SLAs

• A task with no assignee shows a dashed Unassigned pill. One click takes it and assigns it to you. Assigning a task notifies the assignee; due-today and overdue reminders follow automatically. Everyone tunes their own notifications on their Profile.
• If your workspace sets a task SLA, every open task shows an honest SLA pill (due-in or overdue, in working hours) and the sidebar's Tasks badge is the live breach count. The Dashboard shows the rollup. See The dashboard and SLA health.