projectyl-docs
Features

Tasks

Create, manage, and track tasks with multiple views in Projectyl.

Tasks are the core work items in Projectyl. Each task belongs to a project and can have assignees, labels, priorities, dates, and more.

Task views

Projectyl offers five different views for your tasks. Switch between them using the view mode selector at the top of the tasks page.

Kanban board

The default view. Tasks are organized into columns representing states (e.g., "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.
  • Completion-state columns show the first 5 completed tasks, with a Load More button.
  • A minimap appears for wide boards to help you navigate.
On mobile devices, the Kanban view automatically redirects to the List view.

List view

A card-based vertical list, optimized for mobile.

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

Table view

A spreadsheet-style view with sortable columns.

  • Columns include task ID, title, state, priority, assignees, and more.
  • Pagination controls at the bottom.
On mobile devices, the Table view automatically redirects to the List view.

Calendar view

Tasks displayed on a monthly, weekly, or daily calendar.

  • Tasks appear as bars spanning their start date to due date.
  • Click a task bar to open its detail sheet.
  • Click an empty day to create a task with that date.
  • Use the Today button to navigate to the current date.

Gantt chart

A timeline view of tasks grouped by goals.

  • Zoom levels: Day, Week, Month.
  • Drag task bars to change start and due dates.
  • Create dependency links by dragging between task bars.
  • Delete dependency links by clicking them.
  • Reorder tasks and goals via drag and drop.
  • Holiday overlay with country selector.
  • Today marker line for reference.
On mobile devices, the Gantt view automatically redirects to the List view.

Filter tasks

Click the filter button (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.
  • Goal/Target — Filter by associated goal.
  • 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.

Save views

After setting up filters and sort options, click Save View to save the configuration as a named preset. You can quickly load saved views later without re-configuring filters.

Create a task

  • From Kanban: Click the + button on any column.
  • From Calendar: Click on an empty day.
  • From any view: Use the create task button in the header.

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

Task detail sheet

Click any task to open the Task Detail Sheet (side panel). It has four tabs:

Details

  • Title — Click to edit inline.
  • Description — Rich text editor with formatting, @mentions, and references to other tasks, documents, or goals.
  • Properties:
    • Status — Dropdown of project states with color indicators.
    • Priority — Urgent, High, Medium, Low, or None (color-coded).
    • Assignees — Add or remove team members (up to 20).
    • Goal/Target — Link the task to a goal.
    • Labels — Add or remove labels (up to 50).
    • Start Date and Due Date.
    • Estimate Points — A number from 0 to 100.
  • Attachments — Upload, download, and remove files.
  • Comments — Add comments, reply in threads, and react with emoji.

Activity

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

Connections

Shows cross-references: which documents, chats, or goals mention this task, and which entities this task references.

Settings

  • Archive the task.
  • Delete the task permanently.

Task identifier

Every task has a unique ID in the format PROJ-123 (project identifier + number). Click the identifier to copy it to your clipboard for sharing.

Projects

Organize your work with projects in Projectyl.

Goals

Track larger objectives and visualize progress with goals in Projectyl.

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