Tasks and the task board

Tasks are the follow-ups from your meetings (a recap's action items, the lines of your notes) and anything you add by hand. They live on their booking and contact, on Home, and on their own page, Admin → Tasks, behind the task_board feature flag (Console → Flags; a Beta badge shows while it is in beta).

Board and list#

• Board: one column per status, cards ordered by hand. Drag a card within a column or to another one with the mouse, with a finger (press and hold), or with the keyboard: focus a card, Space picks it up, the arrow keys move it (← → change column, ↑ ↓ change place), Space drops it, Escape cancels. Enter opens it. Each column loads 50 cards and Show more for the rest; a quick Add task sits at the bottom of every open column.
• List: soonest due first, tasks without a date last, open tasks unless Show done is on; 50 at a time with Show more. The circle marks a task done or reopens it.

Clicking a card or row opens the task in a side pane (?task=<id>): title, notes, status, due date and assignee, the booking and contact it came from, comments, and Delete task.

Statuses#

Each workspace defines its own flow. Bookly starts every workspace with To do → In progress → Done; owners and admins change it from Statuses on the Tasks page: add, rename, colour, reorder, set a WIP limit (the column header warns when it holds more), mark one or more as Counts as done, choose the default for new tasks, and archive a status (its tasks move to the status you pick). A board always keeps at least one open and one done status, and exactly one default, which is an open status. Moving a task into a done status marks it done everywhere (Home, briefings, the overdue nudge); moving it out reopens it. "Mark done" elsewhere moves the task to the first done status.

Views and filters#

Filter by assignee, due date (overdue, today, this week, none), status, contact and event type; every filter is part of the URL, so a view can be bookmarked or shared. My tasks is the default for members, Everyone's tasks for owners and admins on Team. Save view keeps the current filters and layout under a name, for you or (Team) the whole workspace. The page remembers your last view and layout.

Teammates#

On Team, a task can be given to any member (from the pane or New task); they are notified ("Task assigned to you"). In comments, type @ to mention a teammate; they are notified ("Mentioned in a task"). Notification channels per kind are on Admin → Notifications.

Plans#

Plan gates are taskBoard and taskAssignment in packages/cloud, checked on the server.

Activity log and API#

Every change is in Settings → Data → Activity: task.created, task.moved (with the status it left and entered), task.updated, task.completed / task.reopened, task.deleted, task.commented, task_status.created / updated / reordered / archived, task_view.created / deleted. GET /api/v1/tasks includes each task's statusId. The workspace export includes statuses, comments and saved views.