Tasks Overview

"Tasks" is the central module for project and task management in SELLERLOGIC Commerce Services — the built-in replacement for Asana. Here you organize work in projects (boards), track tasks in various views, and keep an eye on each project's progress.

What can I do here?

Select a project (board) and view its tasks in different views: Overview, Board, List, Timeline, Calendar, Dashboard
Create new tasks and new projects
Complete, reopen, or delete tasks
Share a project with colleagues and assign access rights
Set a project's current status and review its status history
With admin rights, manage custom fields, tags, templates, and teams across projects

Step by step

Open a project and switch views

Select a project from the project list at the top.
Switch between the views Overview (brief, roles, milestones, status), Board (Kanban columns), List (filterable table with grouping), Timeline (Gantt-style timeline), Calendar (by due date), and Dashboard (metrics and charts).
Use My Tasks to see only your own assigned tasks across projects.

Create a new task

Click New Task or use quick-add in the Board/List view.
Enter title, description, assignee, due date, priority, and optionally tags or a linked customer.
Save the task — it appears immediately in the selected project or section.

Open a project and click Share.
Set the visibility: public in the workspace, private to team, or fully private.
Add individual staff with a role (Admin, Editor, Commenter, Viewer).

Set and track project status

In a project's Overview, open the Current Status section, or go to the direct link to a project's status page.
Click Set Status, choose a status type, a title, and optionally details.
Publish the update — it appears in the Status History and is visible to everyone with access to the project.

Screenshot of the Tasks Overview page — View: `/tasks`

Illustration

List

ListBoardCalendar

Title	Assignee	Due date	Priority	Status
Review the quote	A. Example	12 Aug 2026	High	iIn Progress
Clean up the test data	M. Sample	14 Aug 2026	Normal	•Pending
Add a manual page	Unassigned	20 Aug 2026	Low	•Pending
Sign off the release	T. Example	05 Aug 2026	Urgent	✓Completed

Rebuilt excerpt of the view: /tasks

Illustration

Project status & history

Status: ✓On track
Title: On track for the August sign-off
Details: Two of three milestones have been signed off.

Status history

01 Aug 2026

✓On track

Status history

18 Jul 2026

!At risk

Rebuilt excerpt of the view: /tasks/projects/:projectId/status

Task lifecycle

flowchart LR
  A[Pending] --> B[In Progress]
  B --> C[Completed]
  B --> D[Cancelled]
  C -->|Reopen| B

Fields explained

Field	Meaning	Notes/Effect
Title	Name of the task	Required
Description	Detailed explanation, supports simple formatting	—
Project	The board the task is organized in	A task can belong to multiple projects (multi-homing)
Section (column)	Kanban column within the project	Determines position on the board
Assignee	Person responsible	Then appears in their My Tasks
Due date	Date by which the task should be done	Drives the calendar and timeline views and overdue flagging
Priority	Urgency of the task	See value list below
Company	Linked CRM customer	Task then also appears on the customer record
Tags	Freely assigned labels	For filtering and grouping
Recurrence	Automatic re-creation on a fixed pattern	See Task Types & Templates for templates with recurrence
Participants	People additionally involved in the task without being responsible	Receive notifications
Visibility (project)	Who can see the project	See value list below
Status type (project)	Overall current state of a project	See value list below

Values & Status

Task status

Label	Plain meaning	What happens then
Pending	The task was created but not started yet	Shows as open in all views
In Progress	Work on the task is underway	—
Completed	The task is finished	Counts as completed in statistics; can be reopened
Cancelled	The task is no longer being pursued	No longer shown in default views for open tasks

Priority

Label	Meaning
Low	Can wait
Normal	Default priority
High	Should be handled with priority
Urgent	Requires immediate attention

Project visibility

Label	Plain meaning	What happens then
Public in workspace	All users in the workspace can see the project	Widest reach
Private to team	Only the assigned team has access	For team-internal projects
Private	Only individually invited members have access	Highest confidentiality

Project status type

Label	Meaning
On track	The project is running as planned
At risk	There are risks that could jeopardize the schedule
Off track	The project is already behind schedule
On hold	Work on the project is currently paused
Complete	The project is finished

Frequently asked questions

What's the difference between "Tasks" (/tasks) and "Projects" (/projects)?
"Tasks" is the Asana-style board system for team and customer work with Kanban, lists, and timeline. The separate Projects page is an independent module for budget- and time-tracking-oriented project management with milestones and team roles.

Can a task appear in multiple projects at the same time?
Yes, via multi-homing a task can belong to multiple projects — useful when it's relevant to more than one team.

Where do I manage custom fields, tags, or templates that apply across all projects?
Via the "Manage" tab (only visible with the right permission) alongside the Overview/Board/List/Timeline/Calendar/Dashboard views.

What's the direct link to a project's status page for?
It lets you share or bookmark a single project's current status directly, without first navigating through the project list.