Custom table template
Tasks
The Tasks template creates a board style task tracker for team work. Use it for project and team tasks; operational tasks tied to shifts, onboarding, or compliance usually belong in the standard Tasks table instead.
Illustrative example
Plan a tasks record
- 01
Task
What needs to be done.
- 02
Assignee
Link to the responsible User.
- 03
Status
Board columns such as To do, In progress, and Done.
A suggested way to organize your information. This diagram is not a product screen.
Plan your fields
Use this field guide as a starting point. Review the fields available in your account and adapt them to your process.
- Task
- What needs to be done.
- Assignee
- Link to the responsible User.
- Status
- Board columns such as To do, In progress, and Done.
- Due date
- Drives overdue views.
- Priority
- High, medium, or low for triage.
Where this helps your team
- 1Project boards for office and leadership teams.
- 2Implementation and rollout tracking during setup.
- 3Team queues that need a board view rather than an operational queue.