Task tracking surface

Last updated

Planner's Board view organizes tasks into Buckets (Planner's specific term for board columns, like "To Do," "In Progress," "Done"), with each task supporting checklists, attachments, comments, and a priority flag for at-a-glance urgency.

The Schedule view shows tasks on a calendar by due date, and both Board and Schedule views update in real time as team members make changes, keeping everyone working from the same current state rather than a periodically refreshed snapshot. Task change history shows who last modified a task's status or assignment, giving basic accountability without a formal audit-log product.

  • Buckets are Planner's specific term for board columns organizing tasks (like "To Do," "In Progress," "Done")
  • Tasks support checklists, attachments, comments, and a priority flag for at-a-glance urgency
  • The Schedule view shows tasks on a calendar by due date, updating in real time alongside the Board view

Use cases

Use cases for daily task management

  1. Track daily to do items with due dates
  2. Monitor overdue tasks and reassign work
  3. Document blockers and escalation points
  4. Archive completed work for reporting
  5. Sync with team calendars
  6. Audit changes to task details
  7. Align tasks with strategic goals

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