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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.

Gallery description

Track tasks for your team. Click + New to create a new task directly on this board. Click an existing task to add additional context.

Where you see this

On the Create New Custom Table screen when a workspace is built on a Custom Table. Templates create starter fields you can rename, extend, or permission.

Starter fields

What the template creates

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.

How teams use it

Project boards for office and leadership teams.
Implementation and rollout tracking during setup.
Team queues that need a board view rather than an operational queue.

Related

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