Project Tasks
Project-related tasks belong to a specific project. In the project, you'll find them in the Tasks tab. You can manage these tasks using the Kanban method or the list view. Switch between views at any time using the buttons in the top-left corner.
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Working with project tasks requires certain permissions, such as Read tasks, Edit tasks, or at least Edit own tasks. These can be configured as global user permissions, via division permissions, or through project roles. See the help article on InLoox Permissions for details.
Topics
- Team Task Management with Kanban — Visualize and manage tasks using the Kanban board
- Create Tasks — Create tasks manually, with AI, from time entries, Excel, or flagged emails
- Edit Task — Edit project tasks using quick selection or the full task editor
- Checklists for Tasks — Add checklists to tasks for subtasks, completion steps, or detail tracking
- Collaborators — Add or remove collaborators to share the workload of a task
- Recurring Tasks — Create recurring tasks with different repetition cycles
- Task Templates — Save, load, export, and import task templates to reuse across projects
- Add/Remove Tasks in the Project Planning (Gantt Chart) — Assign or remove project tasks in the Gantt chart using drag and drop
- Add Columns to Project Tasks List View — Add custom field columns to the project task list for project-specific data