Learn how to manage your tasks, update status, collaborate with team members, and stay organized in Jadawel.

Task Views

Choose the view that works best for your workflow:

List View

The default table-style view at /tasks:

Features

All tasks in rows and columns
Sort by any field
Filter multiple criteria
Quick inline editing
Bulk actions

Using List View

Sorting:

Click column header to sort
Click again to reverse order
Sort by status, due date, priority, assignee

Filtering:

Use filter bar at top
Combine multiple filters
Save filter presets
Share filters with team

Quick Actions:

Click task name to open details
Check status to mark complete
Click assignee to reassign
Hover for quick actions menu

Board View (Kanban)

Visual workflow management:

Board Structure

Columns represent statuses
Cards represent tasks
Drag cards between columns
Swimlanes for grouping

Using Board View

Moving Tasks:

Drag task card
Drop in new status column
Status updates automatically
Assignee notified

Grouping Options:

By assignee
By priority
By tags
By due date
Custom groups

Customizing Board:

Add/remove columns
Rename columns
Set column limits
Configure card display

Calendar View

Timeline and due date management:

Calendar Features

Month, week, or day view
Tasks shown on due dates
Color-coded by priority or status
Drag to reschedule

Using Calendar View

Viewing Tasks:

Click date to see all tasks due
Hover over task for details
Different colors for categories

Rescheduling:

Drag task to new date
Due date updates automatically
Dependencies adjusted if set
Assignee notified of change

My Tasks View

Personal task dashboard at /my-tasks:

What’s Included

Tasks assigned to you
Tasks you created
Tasks you’re watching
Recently completed tasks

Sections

Overdue: Past due date
Today: Due today
This Week: Due within 7 days
Upcoming: Future tasks
No Due Date: Unscheduled

Updating Task Status

Manual Status Update

Change task status:

Open Task Details
- Click on task name
- Task drawer opens
Change Status
- Click current status
- Select new status from dropdown
- Add comment about change (optional)
Save
- Status updates immediately
- Activity log records change
- Notifications sent

Quick Status Toggle

From list or board view:

Click status indicator
Select new status
Updates instantly
No need to open task

Automatic Status Updates

Configure automatic changes:

On Assignment: Auto-set to “In Progress”
All Subtasks Complete: Mark parent as done
Dependency Met: Move from “Blocked” to “To Do”
Due Date Passed: Flag as “Overdue”

Task Filtering and Search

Basic Filters

Quick filter options:

Status Filter

Show only specific statuses
Multiple selection supported
Combine with other filters

Assignee Filter

Tasks for specific person
Unassigned tasks
Multiple people

Priority Filter

High priority only
Exclude low priority
Range selection

Due Date Filter

Overdue
Due today
Due this week
Due this month
Custom date range

Advanced Filters

Create complex filter combinations:

Open Advanced Filters
- Click “Advanced” button
- Filter builder appears
Add Conditions
- Choose field (status, assignee, etc.)
- Select operator (equals, contains, greater than)
- Enter value
- Add AND/OR logic
Save Filter
- Name your filter
- Save for later use
- Share with team

Example Filters:

Status = In Progress AND Assignee = Me AND Priority = High
Due Date < Today OR Priority = Urgent
Tags contains "Client Work" AND Status != Completed

Search

Find tasks quickly:

Quick Search

Search box at top
Searches task names and descriptions
Real-time results
Recent searches saved

Advanced Search

Search specific fields
Use operators (AND, OR, NOT)
Regular expressions
Save search queries

Search Tips:

Use quotes for exact phrases: "monthly report"
Exclude terms with minus: -cancelled
Search by ID: TASK-123
Wildcards: report* finds “reports”, “reporting”

Task Assignment and Delegation

Assigning Tasks

Assign or reassign tasks:

Open Task
- Click on task
Change Assignee
- Click assignee field
- Search for team member
- Select new assignee
Add Message (Optional)
- Explain the assignment
- Provide context
- Set expectations
Notify
- Assignee receives notification
- Email and in-app alert
- Shows in their My Tasks

Multiple Assignees

Add collaborators:

Primary Assignee: Main responsibility
Additional Assignees: Support or collaborate
Watchers: Informed but not responsible

Each role receives appropriate notifications.

Self-Assignment

Take ownership of tasks:

Browse unassigned tasks
Find relevant task
Click “Assign to Me”
Start working

Delegation

Temporarily reassign:

Open your task
Click “Delegate”
Choose delegate
Set duration (optional)
Task returns after period

Task Collaboration

Comments

Communicate about tasks:

Adding Comments

Open task details
Scroll to comments section
Type your message
Click “Post”

Comment Features

@Mentions: Tag team members with @username
Rich Text: Bold, italic, lists, links
Attachments: Add files or images
Edit/Delete: Modify your comments
Reactions: Add emoji reactions

Comment Threads

Reply to specific comments
Thread conversations
Collapse/expand threads
Follow specific threads

Attachments

Add files to tasks:

Uploading Files

Click “Attach File” button
Browse and select files
Or drag-and-drop
Files upload and link to task

Supported Files

Documents (PDF, Word, Excel)
Images (JPG, PNG, GIF)
Archives (ZIP, RAR)
Code files
Any file type (check size limits)

Managing Attachments

Preview files inline
Download to device
Delete attachments
Version history

Activity Log

Track all task changes:

What’s Logged

Status changes
Assignee updates
Due date modifications
Field edits
Comments added
Files attached
Related tasks linked

Using Activity Log

Review task history
See who did what and when
Audit trail for compliance
Filter by activity type
Export activity data

Bulk Operations

Manage multiple tasks at once:

Selecting Tasks

Click Checkboxes: Select individual tasks
Select All: Check header checkbox
Select Range: Shift+click to select range
Select by Filter: Filter then select all results

Bulk Actions

Update Status

Select multiple tasks
Choose new status
Apply to all selected

Reassign

Select tasks
Change assignee
Bulk reassignment

Change Due Date

Select tasks
Set new due date
Adjust all at once

Add Tags

Select tasks
Add tags
Tags applied to all

Delete Tasks

Select tasks
Bulk delete
Confirm action

Task Organization

Using Tags

Organize and categorize:

Creating Tags

Type tag name in task
New tags created on-the-fly
Or manage tags in settings

Tag Strategies

By Type:

#bug, #feature, #improvement

By Client:

#client-a, #client-b

By Department:

#marketing, #sales, #engineering

By Project:

#project-alpha, #project-beta

By Status:

#needs-review, #blocked, #waiting

Task Groups

Organize related tasks:

Create task groups/projects
Add tasks to groups
View all tasks in group
Group-level progress tracking

Archiving Tasks

Clean up completed tasks:

Auto-Archive
- Set archive rule
- Completed tasks auto-archive after X days
- Keeps active list clean
Manual Archive
- Select completed tasks
- Click “Archive”
- Move to archive
Viewing Archived
- Toggle “Show Archived”
- Search archived tasks
- Restore if needed

Task Reporting

Personal Metrics

Track your productivity:

Completion Rate: Tasks completed vs assigned
Average Time: Time to complete tasks
Overdue Tasks: Current overdue count
This Week: Tasks completed this week
Workload: Current task count

Team Metrics

Monitor team performance:

Team Completion Rate: Overall completion percentage
Member Workload: Tasks per person
Bottlenecks: Where tasks get stuck
Overdue by Member: Who has overdue tasks
Completion Trends: Performance over time

Generating Reports

Create custom reports:

Select Report Type
- Completion report
- Workload distribution
- Time tracking
- Custom fields
Set Parameters
- Date range
- Team members
- Task filters
- Grouping options
Export Report
- PDF format
- Excel spreadsheet
- CSV data
- Email report

Best Practices

Daily Task Management

Start Your Day: Review My Tasks each morning
Prioritize: Focus on high-priority items first
Update Status: Keep status current throughout day
Add Comments: Document progress and blockers
End of Day: Update task status, plan tomorrow

Weekly Review

Review Completed: What was accomplished?
Check Upcoming: What’s due next week?
Clear Overdue: Address or reschedule overdue tasks
Team Sync: Review team progress
Plan Ahead: Prepare for upcoming tasks

Keeping Organized

Consistent Tags: Use standard tag names
Regular Cleanup: Archive completed tasks
Clear Descriptions: Update as work progresses
Link Related Tasks: Create dependencies
Communicate: Use comments for updates

Team Collaboration

Status Updates: Regular status changes
@Mention Stakeholders: Keep people informed
Share Attachments: Provide necessary resources
Respond to Comments: Engage in discussions
Ask for Help: Comment when blocked

Troubleshooting

Can’t Find Task

If a task is missing:

Check filters (may be hiding it)
Search by task name or ID
Check archived tasks
Verify permissions

Task Won’t Update

If status won’t change:

Check your permissions
Ensure task isn’t locked
Refresh the page
Check for dependencies

Notifications Not Working

If you’re not getting alerts:

Check notification settings
Verify email address
Check spam folder
Review workspace notification settings

✅ Task Management: Creating Tasks

✅ Task Management: Team Collaboration

Managing Tasks