Task Management
JoyOne’s task module helps teams plan, track, and deliver work — with multiple views to match how your team operates.
Views
Board
Kanban Board — Drag tasks between columns (e.g. To Do → In Progress → Done). Best for sprint-based teams. Each card shows the assignee, due date, priority, and linked customer or order.
Creating a Task
Open Task panel
Click + New Task from any view, or press T as a keyboard shortcut.
Fill in details
- Title (required)
- Assignees — one or multiple team members
- Due date — pick from calendar
- Priority — Low / Medium / High / Urgent
- Labels — free-form tags for grouping
Link context (optional)
Attach the task to a Customer, Order, or Booking so it appears in the related record’s timeline.
Save
Click Create or press Ctrl+Enter.
Task States
| State | Meaning |
|---|---|
| To Do | Not started |
| In Progress | Being worked on |
| In Review | Waiting for approval |
| Done | Completed |
| Cancelled | No longer needed |
Filters & Saved Views
Use the filter bar to narrow tasks by:
- Assignee, label, priority, status
- Due date range
- Linked customer or order
Save any filter combination as a Saved View for quick access.
Notifications
Team members receive in-app and push notifications when they are assigned a task, mentioned in a comment, or when a task’s due date is approaching.
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
T | New task |
F | Open filters |
G B | Switch to Board view |
G L | Switch to List view |
G G | Switch to Gantt view |