Tasks
Your to-dos, with due dates and priorities, linked to the projects and people they're for.
- tasks
- to-dos
- due dates
Tasks are your to-dos. Link a task to a project, contact or organization and it shows up there too, in that record's Tasks tab and on its canvas.
What a task holds
| Field | Notes |
|---|---|
| Title | Required, up to 500 characters |
| Done | A checkbox |
| Due date | A date, without a time |
| Priority | High, Medium or Low, or none |
| Linked to | Any number of projects, contacts and organizations, up to 50 |
| Notes | Plain text, up to 10,000 characters |
A task can also have a Start date, so it shows as a bar on a project's Timeline tab. In a project's plan, a task can sit in one of its phases. See How do I complete, edit or delete a task? and Projects.
Views
The rail on the left switches views. On a phone, it's the View menu at the top.
| View | Shows |
|---|---|
| All tasks | Every open task, in sections: Overdue, Today, Upcoming, Later, No date |
| Overdue | Open tasks past their due date. Appears only when something is overdue |
| Today | Due today |
| Upcoming | Due in the next 14 days |
| No date | Open tasks without a due date |
| Completed | Done tasks, 20 at a time |
| Projects, Contacts, Organizations | One record's open tasks |
Sort by orders the list by Date, Priority or Created, with a toggle for direction. Tasks without a date or priority always sort last.
The ··· menu has Show completed inline, which keeps done tasks in place, and Export visible tasks, which downloads what you see as a CSV.
Tasks around Plya
- Records: projects, contacts and organizations have a Tasks tab with a progress bar ("3 / 5 done") and a quick add that links new tasks to that record.
- Canvas: a task card has its own checkbox. A Task list card shows Today, Upcoming or one record's tasks, live. Archived projects and contacts aren't offered when you pick the record.
- Ash: ask Ash to add, finish or move tasks.
A task linked to both a project and a person shows as the next task with them, under their name on the project and under the project on their page. See How do I link contacts and a client to a project?.
Related
Need a person? or email support@plya.app.