Tasks

Tasks are the core work items in Projectyl. Each task belongs to a project and can have assignees, labels, priorities, dates, dependencies, and more. Think of tasks as the atomic units of work — everything your team needs to do lives here.

1 Task views

Projectyl offers four different views for your tasks. Switch between them using the view mode icons at the top-right of the tasks page.

1.1 Kanban board

The default view. Tasks are organised into columns representing states (e.g. "Backlog", "To Do", "In Progress", "Done").

• Drag tasks between columns to change their state.
• Drag tasks within a column to reorder them.
• Drag columns to reorder states.
• Click the + button on a column to create a task in that state.
• Click + Add lane to create new status columns — useful for custom workflows like "Reviewing" or "QA".
• Completion-state columns show the first 5 completed tasks, with a Load More button to reveal more.
• A minimap appears on wide boards to help you navigate when you have many columns.

On mobile devices, the Kanban view automatically redirects to the List view.

1.2 List view

A card-based vertical list, optimised for scanning and mobile.

• Sort by: ID, Title, State, Priority, or Due Date (ascending/descending).
• Pagination with 20 tasks per page.
• Each card shows the task state, target association, and an update dot (green dot indicating unseen changes since you last viewed the task).

1.3 Table view

A spreadsheet-style view with sortable columns.

• Columns include: Task ID, Title, State, Priority, Assignees, and Due Date.
• Click column headers to sort.
• Pagination controls at the bottom.

On mobile devices, the Table view automatically redirects to the List view.

1.4 Gantt chart

A timeline view of tasks grouped by their associated targets. The Gantt chart is one of Projectyl's most powerful views for planning and tracking work over time.

• Zoom levels: Day, Week, and Month — switch using the three calendar icons at the top.
• Drag task bars horizontally to change start and due dates.
• Resize task bars from the edges to adjust durations.
• Create dependency links by dragging from one task bar to another. Dependencies show which tasks must finish before others can begin.
• Delete dependency links by clicking them.
• Reorder tasks and targets via drag and drop in the left panel.
• Holiday overlay with a country selector dropdown — shows public holidays as shaded regions on the timeline so you can plan around them.
• Today marker — a vertical line showing the current date for reference.
• Tasks without dates appear at the bottom of the left panel but aren't plotted on the timeline.

On mobile devices, the Gantt view automatically redirects to the List view.

When to use the Gantt chart: Use it when you need to understand how tasks relate to each other over time — especially when coordinating work across multiple targets or team members, or when deadlines and dependencies matter.

2 Filter tasks

Click the filter button (funnel icon — shows a badge with the number of active filters) to open the filter dialog:

• Search — Text search by task title.
• State(s) — Select one or more task states.
• Priority — Select one or more: Urgent, High, Medium, Low, None.
• Assignee(s) — Filter by assigned team members.
• Label(s) — Filter by project labels.
• Target — Filter by associated target.
• Deadline — Preset options: Today, This Week, This Month, Overdue, No Due Date.
• Show Completed — Toggle to include/exclude completed tasks (List and Table views only).

Active filters appear as removable chips below the header.

3 Save views

After setting up filters and a sort order, click Save View to save the configuration as a named preset. Saved views appear in the sidebar under the Tasks section — click one to instantly load that filter configuration.

This is useful for creating focused views like "My overdue tasks", "Frontend bugs", or "Sprint backlog". Each saved view remembers its filters and sort order.

4 Create a task

You can create tasks from several places:

• Kanban board: Click the + button on any column.
• Any view: Click the + Create Task button in the top-right header.
• Chat or docs: Use the /new slash command to create a task without leaving your current context.

Provide a title (required, up to 500 characters) and optionally set state, priority, assignees, dates, and labels.

5 Task detail panel

Click any task to open its detail panel on the right side of the screen. This is where you manage all of a task's properties and activity.

5.1 Properties

• Title — Click to edit inline.
• Description — Rich text editor with formatting, slash commands for referencing other entities, and @mentions.
• Status — Dropdown of project states with colour indicators.
• Priority — Urgent, High, Medium, Low, or None (colour-coded).
• Assignees — Add or remove team members (up to 20).
• Target — Link the task to a target.
• Labels — Add or remove labels (up to 50).
• Start Date and Due Date — Dates are colour-coded: red for overdue, orange for due soon.
• Story Points — A number for estimating effort (0–100).

5.2 Dependencies

The Dependencies section shows tasks that this task depends on or that depend on it. You can create dependencies from here or from the Gantt chart by dragging between task bars.

5.3 Attachments

Upload files via drag-and-drop or the file picker. Download or remove attached files.

5.4 Comments

Add comments below the task description. Comments support rich text, @mentions, and emoji reactions. Reply to comments to start a thread.

5.5 Activity

A timeline of all changes made to the task — who changed what and when.

5.6 Connections

Shows cross-references: which documents, chats, or targets mention this task, and which entities this task references. See Connections for more.

5.7 Development

When a GitHub integration is connected, tasks show a development lifecycle tracker: Branched → PR Open → Merged. You can also create branches directly from here. See GitHub Integration for full details.

5.8 Task settings

• Archive the task (reversible).
• Delete the task permanently.

6 Task identifier

Every task has a unique ID in the format PROJ-123 (project identifier + sequential number). Click the identifier to copy it to your clipboard — useful for sharing in chat, commits, or external tools.

Task IDs are also used for automatic PR tracking when you include them in branch names or pull request titles.