Task Management
Tasks, project boards, and scheduling queues
Core Modules
Tasks, boards, comments, and meetings
📋
Task Management
Create and manage tasks with full lifecycle tracking
📊
Project Board
Kanban-style boards with table and board views
💬
Comments & History
Comment system with case updates and audit trail
📅
Meeting Scheduling
Schedule, confirm, and reschedule meetings for tasks
📋
Create and manage tasks with full lifecycle tracking
- ✓Title, description with rich text editor
- ✓Configurable severity levels with color coding
+3 more...📊
Kanban-style boards with table and board views
- ✓Board view organized by status/severity/topic
- ✓Table view with DataGrid and filtering
+3 more...💬
Comment system with case updates and audit trail
- ✓External and internal comment sections
- ✓Comment edit history with revisions
+3 more...📅
Schedule, confirm, and reschedule meetings for tasks
- ✓Schedule meetings with attendees
- ✓Video, phone, or in-person types
+3 more...Management Features
Configuration, knowledge base, and analytics
⚙️
Configuration Modules
Manage statuses, severity levels, topics, and queues
📚
Knowledge Base
Link articles to tasks for resolution guidance
👥
Assignment & Teams
Assign tasks to team members and customers
📈
Metrics & Analytics
Dashboard with task statistics and filtering
Manage statuses, severity levels, topics, and queues
•Statuses with sub-status hierarchy
•Severity levels with descriptions
+3 more...Link articles to tasks for resolution guidance
•Search articles by title, symptoms
•View article purpose and resolution
+3 more...Assign tasks to team members and customers
•Team member assignment dropdown
•Customer assignment from contacts
+3 more...Dashboard with task statistics and filtering
•Total, open, high priority counts
•Unassigned task tracking
+3 more...Complete Feature Set
Everything included in task management
✓Create tasks with title, description, severity
✓View in board or table format with filtering
✓Manage statuses, sub-statuses, and topics
✓Add comments with external/internal sections
✓Schedule meetings for tasks
✓Link knowledge base articles
✓Configure scheduling queues with regions
✓Track case updates and resolution history
Included in the platform
Task management is a core workspace, included in every plan — plan details on the pricing page.