BuildRunKit Projects: Tasks Sub-Section

ManagingBuildRunKit YourProjects: Tasks Sub-Section

Location & Header

ThePage Heading: Tasks

module is where

Sub-description: you"Track managetasks individualacross work items to ensureall your projects stay on schedule. This section provides a centralized view of all to-dos across your various initiatives.projects."

Managing

Your Tasks

TheHeader Tasks page allows you to organize and filter your workload to stay focused on high-priority items:Actions:

• Navigation:+ ClickNew onTask: TasksPrimary inaction the left-hand sidebarbutton to viewcreate anda managenew alltask tasks across your workspace.record.

• StatusGenerate Overview:Report: Four status cards atOpens the topProject Tasks Report export modal.

Top Metric Summary Cards

Total Tasks: Tracks overall task volume across projects (e.g., 1).

In Progress: Counts active tasks currently being worked on (e.g., 0).

Completed: Counts finished tasks (e.g., 0).

Overdue: Highlights past-due tasks requiring immediate attention (e.g., 0).

Search, Filter, and Layout Controls

Search Field: Text input (Search tasks...) for keyword filtering.

Project Filter: Dropdown selector to scope tasks by parent project (All projects).

Milestone Filter: Dropdown selector to filter by linked milestone (All milestones).

Assignee Filter: Dropdown selector to filter by assigned team member (All assignees).

Priority Filter: Dropdown selector to filter by urgency level (All priorities).

Status Filter: Dropdown selector to filter by progress state (All statuses).

View Switcher: Toggle buttons to switch between Table view (Active) and Grid view.

Tasks Data Table

Title: Name of the pagetask provideentry a(e.g., real-timeManual).

count

Project: Name of yourthe tasks:associated parent project (e.g., Website Redesign fo...).

Milestone: Linked milestone record (e.g., —).

Assignee: Assigned team member (e.g., —).

Priority: Urgency badge indicator (e.g., Medium).

Due Date: Target completion deadline date (e.g., 2026-09-30).

Status: Badge displaying current state (e.g., Todo).

Row Actions (...): Context menu providing the following quick options:

• AllView: Tasks:Opens Totaltask numberdetail of work items.panel.

• ToMark Do:in Tasksprogress: thatUpdates havestatus notdirectly yetto beenIn started.Progress.

• InMark Progress:completed: TasksUpdates currentlystatus beingdirectly workedto on.Completed.

• Done:Edit: CompletedOpens tasks.the editing wizard.

Delete: Removes the task entry.

SearchTable &Pagination Filters:Controls: YouPage cansize searchselector for(Rows specificper taskspage by10), namepage orstatus descriptionindicator (Page 1 of 1), and filternavigation controls.

Project Tasks Report Modal

Clicking Generate Report opens the listtask byexport Project,utility Milestone,overlay:

Assignee,

Priority, and

Modal Status.Title: Project Tasks Report

ViewModal Options:Sub-text: Toggle between"Generate a Tablereport orfor Cardsthe viewProject toTasks change how tasks are displayed.data."

Important:Export Scope Indicator: BeforeDisplays creatingtotal tasks,count you first need to create a project. All tasks must be assigned to an existing project to ensure they are properly tracked and organized.

Tabbed Task Modals

Theof task viewrecords layout inside Projects utilizes a clean, three-tab modular interface to separate operational info:

Details: Manage target parameters, due dates, descriptions, and assign External Assigneesincluded (optimizede.g., forExporting mobile1 screen responsiveness)records).

Comments:Export CentralizesFormat ongoingActions:

team

discussion strings

Export andas feedback.PDF: Primary blue button to download a formatted PDF report.

Attachments:Export Housesas allCSV: uploadedSecondary filesoutline and documents linkedbutton to theexport task.structured CSV raw data.

HowBuildRunKit toProjects: Create aNew Task Modal

To

Modal add a new work item, click the brown "+ Add Task" button in the top right corner to open the creation form:Setup

• TitleTrigger *Action: Enter a clear name forClicking the taskblue (Required).+ New Task button on the Tasks view opens the New Task creation modal.

• Description:Modal ProvideHeader: detailsNew aboutTask whattitle needswith an x close icon in the top-right corner to beexit done.without saving.

Field Specifications & Layout

Project *: Required dropdown selector (Select an option) to assign the task to a parent project.

Assignee:Milestone: Use theOptional dropdown toselector select which team member is responsible for the task.

Project *: (Select thea project this task belongsmilestone) to (Required).

Milestone: Optionally link the task to a specific project milestone.

Due Date *Assignee: SelectOptional thedropdown deadlineselector forto thisassign taskresponsibility to a workspace team member (Required)No assignee by default).

EstimatedTitle Hours:*: EnterRequired single-line text input field for the predictedtask time required to complete the task.name.

Priority:Description Set*: theRequired urgencymulti-line leveltext field to detail task expectations and notes.

Start Date: Optional date picker field (e.g.,Pick Low,a Medium,date) High)to schedule task commencement.

Due Date *: Required date picker field (Pick a date) to establish completion deadline.

Estimated Hours: Optional numeric input field to track allocated work hours.

Status: Dropdown selector to set initial progress state (Todo by default).

Status:Priority: SetDropdown selector to set urgency level (Medium by default).

Modal Actions

Cancel: Discards all entered values and closes the current phase of the task (e.g., To Do, In Progress).overlay.

CreateSave: TaskValidates Button:required Clickinputs, the brown button to savestores the task torecord, yourand project.updates dashboard and list counters.

" Note: Clear visual indicators are present for all mandatory fields. If any required fields are missing, the form validation feedback will       explicitly show you what needs to be completed instead of letting the window freeze or hang in a loading state.

Exporting Task Data

Click the "Generate Report" button to export your task list. You can choose between two formats:

PDF: Best for printing and sharing task summaries.

Excel: Best for detailed analysis and manual editing of task data.