Tasks
A task is a piece of work someone has to do. It has an owner, a Status, a Prioritet and a Förfaller, and it can hang off a Projekt, a ticket or a Kund.
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 Uppgifter 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 Att göra, Pågår, Blockerad, Klar and Avbruten. Blockerad 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 det här avsnittet
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