Task module
The Tasks moduleOne of the modules of the Boost.space system. In this module, you can easily manage your business tasks. is a powerful and easy-to-use tool that can help you stay on top of your daily responsibilities. Whether you’re managing a team or just organizing your own work, this modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. makes it simple to track what needs to be done.
How to add the Tasks module?
You can add modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. or addonsTools in the Boost.space system that extend primary modules with additional functionality, allowing customization of workflows to fit your company's needs. They offer features such as creating forms, managing projects, and facilitating communication. Each addon integrates with others, enhancing the overall functionality of your workspace. to your homepage by clicking on the New Module icon.
Click on module.
From the dropdown, select the module or addonTools in the Boost.space system that extend primary modules with additional functionality, allowing customization of workflows to fit your company's needs. They offer features such as creating forms, managing projects, and facilitating communication. Each addon integrates with others, enhancing the overall functionality of your workspace. you want – in this case, Tasks – and save it.
The Tasks module lets you create and assign tasks in just a few clicks. You can:
- Add tasks for yourself so you don’t forget even the small stuff
- Assign tasks to individual team membersIn Boost.space, a Member is a role within a space that permits an individual to view and manage records using existing statuses and labels. Members cannot manage other members or modify space settings. to clarify responsibilities
- Create team-wide tasks to keep everyone aligned on shared goals
Every task can include details like a description, deadline, labelsIn Boost.space, a label is a tag that can be added to items within a module. It's a flexible tool used to categorize and organize data, making it easier to customize workflows and processes., and more — so nothing gets missed. This is especially helpful when working across teams or managing multiple projects at once.
How to create a task?
You open the Task module on your homepage.
Create a new spaceIn Boost.space, a space is a subunit within a module that helps organize and categorize data, ensuring clarity even with large volumes. For example, within the Contacts module, you might have spaces like "Client Database" or "Supplier Database." Access to each space is restricted to users who have created it or have been granted access., and check out this article for a step-by-step guide on how to do it.
After creating space in the task module, click on “New”.
You will name the task, so everyone knows what the task is about, and click on create.
After creating a task, you can edit it to include additional information that helps your team stay aligned and productive. Here are the key fields you can update:
- StatusIn Boost.space, statuses are indicators assigned to records within modules to represent their current state or progress. They can be system-defined, such as "Active" or "Done," or custom-created to fit specific workflows. Statuses help track and manage tasks, projects, and processes efficiently. – Track the progress of the task by setting its status (e.g., “In Progress”, “Completed”). This helps everyone know what’s currently being worked on and what has been finished.
- Date – Set a due date or timeline for the task to keep everyone aware of deadlines and priorities.
- Estimated Time – Add an estimate of how long the task might take. This helps with planning and resource management.
- Assigned UsersCan use the system on a limited basis based on the rights assigned by the admin. – Assign the task to yourself, specific team members, or the entire team. This makes it clear who is responsible for completing the task.
- Labels – Use labels to categorize tasks (e.g., by priority, department, or type). This makes it easier to filter and organize work.
- Description – Provide a detailed description of the task. The more context you include, the easier it will be for others to understand what needs to be done.
- Attachments – Add relevant files or documents that might help complete the task. This ensures everyone has access to the resources they need.
After you’ve added all the necessary details, simply save the task — and you’re done!