Tasks overview

You need Tasks read access to inspect the register. Creating, editing/status changes and archiving depend on Tasks create, edit and delete permissions respectively. Claim actions also depend on enabled invoicing and their finance eligibility.

Tasks is where coordinator follow-ups, overdue notes and handovers live. Open it from Schedule›Tasks. The page header reads Tasks, with the subtitle “Coordinator follow-ups, overdue notes, and handovers.”

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Board and table views

The same tasks can be shown two ways, and a small icon toggle at the top right switches between them. The page opens in the table view.

• Table view lists every task in rows, with the columns Task (its title, with the description underneath, or “No description”), Status, Due and Priority. A count of how many tasks match is shown at the top right.
• Board view is a Kanban board with one card per task, arranged into lanes by status. Drag a card to another lane to change its status.

Select any task, a row in the table or a card on the board, to open it and make changes.

The four lanes

A task always sits in one of four lanes, shown in this order:

Lane	What it means
To do	Not started yet. Every new task lands here.
In progress	Being worked on.
Blocked	Waiting on something or someone.
Done	Finished. The board shows the 20 most recent; the rest stay in the table view.

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Swipe across the enlarged image to read each part of the screen.

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Filters

The table view has three filter dropdowns above the list, plus a search box:

• Status: All, To do, In progress, Blocked or Done.
• Priority: All, Low, Normal, High or Urgent.
• Type: All, Internal admin, Compliance, NF2F, NDIA report or Establishment fee.
• Search: matches task details.

Table filters apply to the full active register, including records on later pages. The board view has no filters.

Where tasks also appear

The same tasks show up, read only, on the participant profile’s Tasks tab: a panel titled Tasks with Task, Status, Due and Priority, listing the tasks linked to that participant. The empty state reads “No linked tasks yet.”

It is a mirror for reference. All task authoring happens on the Tasks page.

Complete your first task

Select Create task, choose the type and enter Task title, Priority and any description or due date. Create it, then open its row or card to set Status and Save changes. Use Mark done when the work is complete. Archive hides an unused or finished task from the active register; it does not reverse a generated charge.

Claimable types are offered while invoicing is enabled. NF2F and NDIA-requested reports also need their actual work interval before claim generation. The task due date is a follow-up deadline, not evidence of when support was delivered. Use Claimable tasks and claims for the billing checks and saved result.

Use status to explain the next office action

For example, “Confirm next week’s transport arrangements” can begin To do at Normal priority. Move it to In progress when someone starts the follow-up. Use Blocked when the office is waiting for the participant’s reply, and record that reason in the description so another coordinator can continue it. Mark it Done when the agreed follow-up is complete.

Priority describes urgency, while Due is the follow-up deadline; neither records completed support or makes a task billable. Search for the title and check its status before creating another task with the same purpose. A task disappearing from the board’s recent Done cards can still be found in the table; archiving is a separate choice.