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Kuberan AI Help

Tasks

Open Tasks

Overview

The Tasks screen consolidates every task from every engagement into a single, searchable list. Rather than opening each engagement individually, your team can view their full workload here, filtered and grouped in ways that match how they plan their day — by engagement, by due date, or by assignee. Individual tasks can also be created directly on this screen without navigating to a specific engagement first.

Tasks list view grouped by engagement with filter bar and bulk selection checkboxes
Tasks grouped by engagement with due-date colour coding and bulk action toolbar.
  1. (1) Group By control — switch between grouping by Engagement, Due Date, or Assignee
  2. (2) Filter bar — filter by status, assignee, engagement, and due date range
  3. (3) Bulk select checkbox — select all visible tasks for bulk actions
  4. (4) Task row — checkbox, title, engagement link, due date, assignee, and status badge
  5. (5) Add Task button — create a standalone task or a task within an engagement

Screen Layout

Toolbar (top): Contains the search field, Group By dropdown, filter chips (Status, Assignee, Engagement, Due Date), and the Add Task button. When one or more tasks are selected, a bulk-action bar replaces the standard toolbar.

Task List (centre): Rows are rendered within collapsible group headers. Each row contains a completion checkbox, task title, engagement name link, due date pill, assignee avatar, and a status badge. Clicking a row title opens the Task detail drawer.

Group headers: Each group header shows the group label and a count of tasks within it. Click the chevron to collapse or expand a group.

UI Elements

Toolbar

Search

Searches task titles and descriptions. Results filter in real time.

Group By

Dropdown to change the grouping dimension. Options: By Engagement (default), By Due Date (groups by Today / This Week / Later / No Date / Overdue), By Assignee.

Status Filter

Multi-select. Options: To Do, In Progress, Blocked, Done. “Done” tasks are hidden by default; add it to the filter to reveal completed tasks.

Assignee Filter

Filter to a specific team member’s tasks. Includes an “Unassigned” option.

Engagement Filter

Filter tasks to one or more specific engagements. Useful when you want to review all work for a particular client.

Due Date Range

Date range picker. Narrows the list to tasks due within the selected window.

Add Task

Opens the New Task drawer. If the list is currently grouped by Engagement, clicking + on a group header creates a task pre-assigned to that engagement.

Task Row

Completion Checkbox

Click to toggle the task between incomplete and Done. Completing a task records a completion timestamp and moves it to the Done group if “By Status” grouping is active.

Task Title

Clicking opens the Task detail drawer on the right. Title is rendered in strikethrough once the task is marked Done.

Engagement Link

Small secondary link below the task title showing the engagement name. Clicking opens the Engagement detail panel.

Due Date Pill

Displays the task due date. Colour: grey (future), amber (within 3 days), red (overdue).

Assignee Avatar

Shows the assigned team member’s avatar. Click to open an inline reassignment popover.

Status Badge

To Do (grey) · In Progress (blue) · Blocked (red) · Done (green). Click to change inline.

Row Actions Menu

Options: Edit, Duplicate, Set Due Date, Assign, Mark Complete, Delete.

Bulk Action Bar

Appears when one or more task checkboxes are selected.

Select All

Selects all tasks currently visible (respecting active filters).

Mark Complete

Sets all selected tasks to Done status simultaneously.

Assign To

Reassigns all selected tasks to the chosen team member.

Set Due Date

Applies a single due date to all selected tasks.

Delete

Permanently deletes all selected tasks after confirmation.

Actions

Create a Task

  1. Click Add Task in the toolbar. The New Task drawer opens.
  2. Enter a Title for the task (required).
  3. Select the Engagement this task belongs to from the dropdown. If the task is not linked to an engagement, leave this blank.
  4. Optionally add a Description with additional instructions or checklist notes.
  5. Set a Due Date using the date picker.
  6. Select an Assignee.
  7. Enter an optional Estimated Hours value.
  8. Set the Status to To Do, In Progress, or Blocked as appropriate.
  9. Click Create Task. The task appears in the list under its engagement or date group.

Edit a Task

  1. Click the task title to open the Task detail drawer, or click ⋯ → Edit on the task row.
  2. Modify any fields: title, description, due date, assignee, estimated hours, or status.
  3. Click Save in the drawer. Changes are reflected immediately in the list.

Mark a Task Complete

  1. Click the circular checkbox at the left of the task row. The checkbox fills with a teal tick and the title gains a strikethrough.
  2. A completion timestamp is recorded and visible in the task’s activity log.
  3. To unmark, click the checkbox again. The task returns to its previous status (To Do).

Bulk Complete Tasks

  1. Click the master checkbox in the column header to select all visible tasks, or click individual checkboxes to select specific tasks.
  2. The bulk-action bar appears at the top of the list showing the count of selected items.
  3. Click Mark Complete.
  4. A confirmation dialogue shows the number of tasks that will be marked Done. Click Confirm to proceed.

Assign a Task

  1. Click the Assignee avatar on the task row. An inline popover shows your team member list.
  2. Select the team member to assign. The avatar updates immediately.
  3. Alternatively, open the task detail drawer and change the Assignee field there.

Set a Due Date

  1. Click ⋯ → Set Due Date on the task row, or click the due-date pill directly.
  2. A compact calendar popover opens. Click the target date.
  3. Click Apply. The due date pill updates and the task may move to a different date group if “By Due Date” grouping is active.

Delete a Task

  1. Click ⋯ → Delete on the task row.
  2. Confirm the deletion in the dialogue. The task is permanently removed along with any associated time entries that were logged exclusively to that task.
  • Engagements List — View tasks in the context of a specific engagement
  • Playbooks — Automatically generate task sets from reusable templates
  • Calendar — See task due dates on a calendar view alongside other deadlines
  • Time Entries — Log billable time against individual tasks