Tasks
Tasks are the "who does what by when" across all areas – as a kanban board by status or as a list.
Live preview — real view with sample data
M09 · Tasks
| Title | Priority | Assignee | Due |
|---|---|---|---|
| Service due | Done | Record 3 | 08/06/2026 |
| Defect reported | Reviewed | Item 4 | 19/06/2026 |
| Handover ok | Open | Entry 5 | 30/06/2026 |
| Re-check | In progress | Record 6 | 11/07/2026 |
| Routine checked | Done | Item 7 | 22/07/2026 |
Not a screenshot: the same interface you get in production.
What you do here
On the board you drag cards between Open, In progress, Blocked and Done – the status saves instantly. Use "New task" to capture title, description, priority, due date and assign it to a person. Tap a card for details or use the action menu to assign and set status/priority.
Tips
Use the tabs and filters in the list view to quickly find overdue or high-priority tasks. Assignees may advance the status of their own tasks even without full management rights.
Data protection & references
Task assignments are personal data (GDPR): names only appear via the PII-safe directory, and assignee and creator are labelled as such. If a task is linked to a sensitive record (e.g. care or HR), its visibility follows that record – link it there and keep the description and comments free of health or personnel details.
Co-determination & employee data
A task tool that records, per person, who does what by when (with timestamps, status and comments) is objectively capable of monitoring employee performance and conduct. Where a works council exists, rolling it out and using it is therefore subject to co-determination under section 87(1) no. 6 of the German Works Constitution Act (BetrVG) – clarify this before go-live. Assignment and completion data are employee data (Art. 6, Art. 88 GDPR together with section 26 BDSG): use them only to coordinate work, not for covert performance monitoring, and set a deletion concept (do not retain completed tasks indefinitely).
What's inside
- Tasks
- Task
- New task
- Set status
- Set priority
- Assign
Fits together with
Other blocks from the same area.
Assets & Equipment
The register of every asset and device – machines, technical installations, tools, IT – with photo, QR label, location, owner, check-out, maintenance/inspection dates and value.
M08Articles & products
The register of all articles and products – with image, SKU, category, variants, price, stock and supplier.
M10Surveys
With Surveys you build your own questionnaires with pages, media and branching, decide how anonymous responses are and how participants get in, and distribute them internally or by link. Responses form a history; thresholds raise alerts.
M11Checklists
Checklists lets you build any number of inspection templates (e.g. vehicle walk-around, electrical safety check), publish exactly one valid version per template, and run recurring inspections on subjects such as vehicles, machines or locations. Every run is stored as an immutable, signed record.