Work with tasks

Tasks are the unit of work in Onplana. Every project view (list, board, Gantt, calendar) is a different lens on the same tasks, so anything you learn here applies everywhere. If you have not created a project yet, start with Create your first project.

Statuses

A task is always in one of five statuses:

• To Do: not started. Every new task begins here.
• In Progress: actively being worked.
• Review: done but awaiting a check.
• Done: finished. Done tasks drive the project’s progress rollup.
• Blocked: cannot proceed until something is resolved.

Change status from the task’s edit view, by dragging the card on the Kanban board, or inline in the task list.

Priorities

Four levels: Low, Medium (the default), High, and Critical. Priority is a sorting and filtering signal across the list and board views; it does not change any scheduling math.

The fields on a task

• Assignee: one project member responsible for the task. Filter any view by assignee to see a person’s plate.
• Start date and Due date: drive the calendar, the Gantt timeline, and overdue indicators.
• Estimated hours: feeds capacity planning, and when every task in a project has an estimate, project progress becomes effort-weighted (see Manage project status and progress).
• Description: free text with room for context.
• Tags: shared, color-coded labels. See Tag work with shared labels.
• Custom fields: your organization’s own fields, if any are defined. See Create custom fields.

Subtasks

Any task can be broken into subtasks: open the task and use the Add subtask and press Enter quick-add at the bottom. Subtasks carry their own status and progress and roll up into the parent. They are one level deep by design; if a subtask needs its own subtasks, it probably deserves to be a task.

Tip

The new-task form is deliberately short: title, priority, assignee, dates. Status, dependencies, and subtasks live in the task’s edit view, because they only make sense once the task exists. Create fast, then enrich.

Create a task

1. Open a project and go to the Tasks tab (or any other work view).

2. Select the add-task button, give the task a title, and set whatever else you know now: priority, assignee, dates, estimated hours.

3. Open the task afterwards to add subtasks, link dependencies, attach files, or set a repeat rule.

FAQs

Can a task have more than one assignee? A task has a single assignee, which keeps ownership unambiguous. When several people share a piece of work, split it into subtasks and assign each one.

What does Blocked actually do? Blocked is a visibility signal: the card turns red on the board and the task stands out in every view. It does not freeze the task or stop edits; it tells the team where to look.

Who can edit a task? That depends on your role in the project. By default, project members edit the tasks assigned to them, project managers and owners edit any task, and viewers are read-only. Your admin can tune these defaults in the organization’s permission settings.