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DocsTask Board
Manage tasks on a kanban board with list, board, and calendar views
View Toggle (List / Board / Calendar)
Switch between three layouts for the same set of tasks.
The view toggle in the top toolbar switches between three layouts without re-filtering:
- List — Dense, sortable table. Best for triage, bulk actions, and keyboard navigation.
- Board — Kanban columns grouped by status. Best for visual workflow and drag-and-drop updates.
- Calendar — Tasks plotted on their due dates. Best for scheduling and spotting workload crunches.
Kanban Board Layout
Tasks are organized in columns by status.
Default columns: To Do, In Progress, Review, and Done. Click anywhere on a card and drag it to another column to update status — no grip icon or handle is required. Drops commit optimistically and roll back on error. Cross-column moves show anUndo toast for 8 seconds.
WIP (Work-in-Progress) Indicators
Visual cues when a column gets crowded.
Each column header shows the count of tasks in it. When a column exceeds a soft WIP threshold, the count turns amber to signal that work is piling up. This is a visual nudge only — no hard limit is enforced, and drops are never blocked.
Task Card Anatomy
Each task card surfaces key information at a glance.
- Title — Task name, top of card.
- Due date — Overdue tasks display a red indicator.
- Priority badge — Low (gray), Medium (blue), High (amber), Urgent (red).
- Assignee avatar — Profile avatar of the assigned team member.
- Tag chips — Up to three tag chips; overflow collapses to a count.
- Calendar sync badge — Shown when the task is synced to Google or Outlook.
- Subtask progress — Small progress bar if the task has subtasks.
Every task card has a three-dot menu in the top-right corner (always visible on touch devices; revealed on hover or keyboard focus on desktop). It opens a dropdown with:
- Edit — Opens the full task detail panel.
- Status — Change status directly (To Do, In Progress, Review, Done). The current status is disabled.
- Priority — Change priority directly (Low, Medium, High, Urgent). The current priority is disabled.
- Delete — Soft-deletes the task with an 8-second Undo toast.
Bulk Actions
Select multiple tasks to act on them at once.
In list view, use the row checkboxes (or Shift + click to range-select) to pick multiple tasks. A bulk action bar appears with options to:
- Assign to a different team member
- Set priority for every selected task
- Change status (including mark as done)
- Apply or remove tags
- Delete with a 5-second undo toast
Keyboard Shortcuts
Full reference available in the Keyboard Shortcuts article.
Common shortcuts on the Task Board:
Calendar Sync Toggle
Per-task control over whether the task flows to your connected calendar.
Each task with a due date has a Sync to calendar toggle. When enabled and you have a connected Google or Outlook calendar, the task appears as an event on its due date. Completing or deleting the task updates the event. See the Calendar Sync article for two-way sync behavior and conflict resolution.
Filtering
Narrow the board to specific tasks.
- Project — Only tasks belonging to a project.
- Assignee — Tasks assigned to a specific team member.
- Priority — Low, Medium, High, or Urgent.
- Due date — Overdue, today, this week, custom range.
- Tags — One or more tags (AND match).
- Status — To Do, In Progress, Done.
Mobile Behavior
The task board adapts to small screens.
On phones, columns scroll horizontally one at a time, and swipe gestures replace drag-and-drop: swipe right on a card to advance its status, swipe left to open quick actions (reassign, complete, delete). See the Mobile article for the full gesture reference.