Project tasks and board

Each project has its own task space. Open a project from the sidebar: Tasks Management lists every project you belong to under My Tasks and All Projects. The header shows the project’s name, task and completed counts, and the people working on it.

Views

Switch views with the tabs above the toolbar (callout 1). Each view shows the same tasks; AgencyOS remembers your choice for each project, on any device.

• Grid: a compact table. Click a cell to change status, priority, dates, assignees, tags or workspace in place. Use Fields to show, hide or reorder columns, and type in the last row to add a task.
• Board: one column per status. Drag cards between columns to change status, or up and down to reorder.
• Calendar: tasks on their due dates. Drag a task to another day to reschedule it; click an empty day to create a task due that day.
• List: tasks grouped in sections, with a tick to complete each one.
• Timeline: bars from start date to due date. Drag a bar to move its dates, or drag its right end to change the due date; Zoom switches between day, week and month.

Show summary adds a card for each status with its task count. Click a card to show only that status.

Find tasks

• Filter builds conditions such as status, priority, assignee, workspace, tags or due date (Overdue, Today, Next 7 days, No date or a Custom date or range).
• Sort by last updated, title, status, priority, start or due date, project or assignee.
• Group by status, priority, assignee, project or workspace, or choose No grouping.

Create a task

1. Click New task (callout 2). On the board you can also click + at the bottom of a column and just type a title.
2. Type the Task name.
3. Check the Status and set the Priority: urgent, high, medium or low.
4. Optionally link a Client workspace, set a Start date and Due date, and pick Assignees. Only members of the project can be assigned.
5. Add Tags (comma separated) and a Description, and drop in any Attachments (up to 200 MB each).
6. Click Create task.

Each person you assign gets a notification and automatically follows the task.

Work on a task

Click a task to open its panel. Change the status, priority, workspace, assignees, dates and tags directly; each change saves as you make it.

• Mark complete ticks the task done. Completing a task and its board column are separate: moving a task to Done doesn’t tick it, and ticking it doesn’t move it.
• Subtasks: click Add subtask, type a name and press Enter. Give each subtask its own assignee and due date, drag to reorder, or open it to work on it like any task. Subtasks go one level deep.
• Comments: write in the comment box and click Post comment (or Ctrl/⌘ + Enter). Type @ to mention a project member; they’re notified. React to comments with emoji.
• Files: click Attach files or drop files on the panel. Click a file to preview it, or Download it.
• Follow: the bell turns notifications for this task on or off. Followers hear about new comments and changes.
• The activity trail at the bottom records every change with who made it.

Quick actions and bulk changes

• Right-click a task for Copy link, Mark complete, Duplicate task, Move up / Move down (board) and Delete.
• Duplicate task lets you rename the copy and choose what to include: task description, assignee, due date, tags, subtasks, collaborators and attachments.
• Tick several tasks to Set status, Set priority, Add assignee, Clear assignees, Archive or Export CSV for just those tasks. If any one task can’t be changed, none are.

Delete and restore a task

Delete task (in the panel’s menu) or Delete (right-click) archives the task. While its panel is still open you can click Restore task to bring it back.

Board columns

Columns are the project’s statuses. Any project member can click Add column, name it and Choose a color. People who can manage projects can also rename a column, move it left or right, or delete it; a column can only be deleted when it’s empty, and a board always keeps at least one. For colors, custom fields and the full workflow, see Manage projects.

Import and export a project’s tasks

• Export CSV downloads the project’s tasks with title, description, status, priority, start_date, due_date, assignee_emails, tags and workspace_name. You can edit the file and import it back.
• Import CSV creates tasks from the same columns. Only title is required. Status must be one of the project’s statuses (blank uses the first one), priority defaults to medium, dates use YYYY-MM-DD, and assignees and tags are separated by semicolons. Rows with errors are skipped and listed; valid rows still import.