Tasks
A task is a piece of work someone has to do. It has an owner, a Status, a Prioritet and a Forfald, and it can hang off a Projekt, a ticket or a Kunde.
Task versus activity. This is the distinction worth getting right.
- An activity records contact with somebody — a call, a meeting, an email. It answers *what happened with this customer*. See Activities.
- A task is internal work. "Write the proposal", "chase the missing purchase order", "set up their test account". It answers *who owes what, by when*, and nobody outside the company need ever know it existed.
Booking a follow-up call is an activity. Preparing for it is a task.
Task versus checklist. A checklist is a list of ticks inside one activity, used to make sure a standard job is done the same way twice. A task stands on its own, can be assigned to somebody else, and shows up in their queue. See Use a checklist on an activity.
Where they show up: the Opgaver tab inside a project, on the ticket they belong to, and in the standalone task list where you can see everything across the company at once.
Statuses are At gøre, I gang, Blokeret, Færdig and Annulleret. Blokeret is worth using honestly — it is the one that makes a stalled job visible instead of quietly late.
Hours are logged against tasks, not stored in them: Log hours
I dette afsnit
Create a task
Add one in a line, then fill in the detail that matters
Assign tasks and watch them move
Board, table, calendar and Gantt over the same tasks — pick the one that answers your question
Tasks that repeat
A rule that creates the same task on a schedule, for the work that comes round every month
Find a task
Search, filter and group the task list until only what you need is left