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- Task & Kanban Board
- Features
- Tasks and ownership
Tasks and ownership
Give each task a clear owner, useful dates and enough context to act.
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Task & Kanban Board · Tasks and ownership
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Tasks
| Task number | Title | Owner | Board | Due date | Status | |
|---|---|---|---|---|---|---|
| TSK-39313 | Review onboarding email copy | Fatima Noor | Support escalations | 17 Oct | Ready | |
| TSK-30022 | Fix mobile filter spacing | Oliver Grant | Product delivery | 01 Nov | Ready | |
| TSK-66191 | Confirm release checklist | Devon Price | Documentation queue | 22 Oct | Ready | |
| TSK-38857 | Write billing help article | Devon Price | Customer onboarding | 30 Oct | Ready | |
| TSK-34831 | Test invite acceptance flow | Fatima Noor | Internal operations | 31 Oct | Ready |
6 of 6 records
Review onboarding email copyTasks · TSK-39313
ReadyOwnerFatima Noor
BoardSupport escalations
Due date17 Oct
What you can do
Capture work
Member creates a Task with a clear title, initial column, priority, optional planned start and due date. Owner is one active internal member; task assignees add collaborators without replacing accountability. Imports first validate column, lane, owner and date mappings in an import jobs preview. Board Owner accepts the mapping before execution; each source row creates at most one task under the same input identity.
Prepare the task
Member adds task checklist items, marks mandatory steps and links any same-board task dependencies. Distinguish the blocking task from the blocked task. Reject self-dependency and cycles before accepting the edge. Shared work needs an explicit task participants grant and active guest board membership; a mention or pasted file URL cannot add that permission.
Follow up on dates
The reminder service evaluates due date in the board timezone and schedules a unique notification deliveries occurrence for the intended current owner or reviewer. Recheck the task, audience and date immediately before sending. Completed, cancelled, archived or rescheduled work suppresses an obsolete reminder. Provider acceptance and observed delivery remain separate, and an unknown result keeps its original operation key for reconciliation.
Reopen or archive
Board Owner can reopen completed work through an allowed current workflow move with a recorded reason. Preserve the original completion event, increment cycle number and start a new work cycle without rewriting earlier timings. Recheck WIP and applicable approval policy for the destination. Archiving removes a task from active lists but preserves its relationships and event history; it cannot be used to remove evidence from an open review.
Import an existing team checklist
An imported list may use display names for owners and informal column labels. Review those mappings before creating cards. Two people with the same name must resolve to distinct authenticated members; an unknown person stays an import error instead of becoming an accidental invitation.
The input hash, mapping revision and original row identity make accepted rows repeatable. Correct rejected rows through a reviewed change without recreating existing tasks. Imported tasks follow the same destination limits and access policy as manually entered cards.
Owner identifies the accountable person. Additional assignees help without replacing accountability or expanding the audience. The due date is the intended deadline in the board timezone. The schedule endpoint follows that date, so a calendar view cannot carry a second conflicting deadline. A planned start after the deadline is rejected; an undated task remains visible without an invented schedule.
What your team sees
- My Tasks. Open the current records for this module within your assigned role and permitted scope.
What it keeps track of
Data model- Tasks
- Canonical work item. One column owns the workflow position; filters and lanes never duplicate the task.
- Task assignees
- Additional collaborators on a task; Owner remains the single accountable person.
- Users
- Authenticated users in this workspace; contact addresses never grant a role.
- Import jobs
- Previewed task imports into one board; rows retain stable source identity on resulting Tasks.
- Notification deliveries
- Observable reminder and mention delivery attempts; delivery does not approve or complete a task.
Who uses it
Permissions- Member
- Works permitted tasks.
- Board Owner
- Reviews imports and ownership policy.
Set up Task & Kanban Board your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.