Tasks Page
To track tasks in a project.
You can use Tasks page to view, create, edit, and delete tasks. Each project has a Tasks page that shows the project's tasks. This is the page you see, when you open a project.
On the top-left of the page, there are a create new task button, a search box, a view settings button, and a filter button. On the right, there are all tasks, tasks by members, and archive page buttons.
Create Task Button
When you click on Create button in the project, Create Task Form pops up. Here, you have to add a task name to the task. The rest is optional.
Filter Tasks
On the Tasks page, you can filter tasks by assignees, task owner, tag, client, creation date, completion date, start date, and due date. You can also hide subtasks, and use dedicated filters to view support, email, or recurring tasks. Additionally, in List view only, you can filter tasks from sub-projects as well.
Search Button
You can quickly search for tasks by their names.
Kanban View
From the settings icon on the Tasks page, you can switch the view to Kanban to track your tasks in a Kanban view.
Task states are shown as columns. To change the state of a task, drag and drop the task card from one state to another state. Also, you can change the sorting of tasks in one column by dragging and dropping.
Bulk Actions in Kanban States
At the top of each state column in Kanban view, you'll find a + button to add a new task and a three-dot menu for actions.
Edit: Bulk edit all tasks under that state.
Move: Move all tasks in the stage to another state or to a different project and state.
Archive: Archive all tasks under the state in bulk.
Delete: Delete all tasks in the state at once.
Customizing Kanban Task View
You can choose what information to display on task cards from the Details tab on the project's settings page. For more details, please visit the relevant page.
Actions in Kanban Task
In Kanban view, clicking the three-dot icon at the top of a task card allows you to perform actions such as bulk selection, copying, editing, sharing with a customer, and activating custom actions.
For more details, visit the following pages:
Task Details Page – for actions you can perform on individual tasks
Bulk Actions in Tasks – for performing bulk actions in Kanban view
Custom Actions – to learn more about setting up and using custom actions
Cost Managemenet in Kanban
Cubicl offers a powerful and practical feature in the Kanban view for teams who want to track task-based costs within projects. The total cost information displayed next to each stage makes the financial impact of every step in the process clearly visible.
To use this feature:
Create a Custom Field Go to the project's settings page and add a custom field of the Currency type to the task creation form. For example, you can name this field Cost.
Add a Field to Kanban Cards From the same settings page, go to the Task Fields to Show section and select the Cost field you created to be displayed on task cards in the Kanban view.
Create Tasks and Enter Values When creating a task, enter expense values, such as $20000 for the "Develop User Login Screen" task.
Track Totals Instantly In the Kanban view, the total of the values in the Cost field for the tasks in each stage is automatically displayed under the title of each stage (e.g., Waiting, Active).
What Does This Feature Provide?
Instant Budget Visibility: Track the budget in real-time by seeing how much cost has accumulated at each stage throughout the process.
Ease of Decision-Making: Quickly identify which stages are accumulating high-cost tasks and take prompt action.
Access to Information Without Reporting: View cost information directly on the dashboard without the need for extra filtering or reporting.
Healthier Planning: Make more balanced resource plans by considering both workload and cost data.
In addition to tracking costs, you can also adapt this feature to monitor income, invoice payments, contract amounts, deals, investments, profit targets, and more.
List View
In the List View, tasks are displayed as a table.
You can choose which information to show for each task from the Details tab on the project's settings page. Visit the relevant page for detailed instructions.
Due dates in the list view are highlighted in red for overdue tasks and in orange for upcoming tasks.
If a task is placed under the task group in Gantt Chart, task groups are shown under the task name. For detailed information about task groups, have a look at the Gantt Chart page.
While tasks are listed according to their priorities in the list view, you can change the priority of the task by holding and dragging it.
In the list view, you can see the progress of a task with steps. Progress is calculated automatically for them. Progress is not shown for tasks without steps. To calculate it, the weight is evenly distributed for each step. For a step with its own sub-steps, total weight equals the sum of weights of sub-steps.
Task Sorting
In both Kanban and List views, tasks are sorted by Priority by default. The most recently created task is added to the bottom of its priority group. However, you can change this sorting order using the Settings button.
Sorting by Priority
On the left side of a task card, task priority is shown with colored dots. If you set sorting by priority, both in Kanban View and in List View, tasks are sorted starting from high priority to low priority. In Cubicl, red color indicates the highest, and gray color indicates the lowest level of priority.
Sort by Deadline
Both in Kanban View and in List View, you can sort tasks by their deadlines. However, tasks without a deadline are only shown in List View.
Newest to Oldest Sorting
With this sorting option, tasks in the Kanban view are displayed with the most recently created task at the top. In other words, tasks are ordered by their creation date.
Show Images on Task Card
In Kanban view, you can enable the Show Images option from the Settings button on the Tasks page. This will display the first image file attached to a task directly on the task card.
In this way, you can distinguish tasks easily.
If you prefer a simple Kanban View, you can switch this feature off.
Tasks by Members
On the Tasks page, you can sort tasks by members, as well. You can assign a task from one user to another by dragging and dropping the task card. In particular, you can use this feature when a user leaves the organization and it is needed to assign her tasks to another user.
When you try to assign a task from one of the two assignees of the task to the other assignee, you will see this warning:
Task Archive
Tasks you archived in the project are listed in Archive.
If you want to restore a task, click on the Restore button that pops up when you click the task card.
NOTE: You cannot make changes on archived tasks. To make changes, you need to unarchive them first.
If you want to create a task that is the same as an archived task, to copy it, click on the Copy button that pops up when you click the task card. Create task form will pop up. After you update it, the task you created will be shown on the tasks page of a project.
When you click the Delete button, the task will be deleted.
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