TaskFlow Overview#

TaskFlow is CommFlow's project and task management module. Organize work, track progress, and collaborate with your team using intuitive Kanban boards.

What is TaskFlow?#

TaskFlow helps teams manage work effectively:

• Projects - Organize work into projects
• Kanban Boards - Visual task management
• Tasks - Track individual work items
• Collaboration - Work together seamlessly
• Progress Tracking - Monitor project status

Key Features#

Project Management#

Kanban Boards#

Visual workflow management:

┌─────────────────────────────────────────────────────────┐
│ Project Alpha                                    [+]    │
├────────────────┬────────────────┬────────────────┬──────┤
│ To Do          │ In Progress    │ Review         │ Done │
├────────────────┼────────────────┼────────────────┼──────┤
│ ┌────────────┐ │ ┌────────────┐ │ ┌────────────┐ │      │
│ │ Task 1     │ │ │ Task 3     │ │ │ Task 5     │ │      │
│ │ @Sarah     │ │ │ @John      │ │ │ @Mike      │ │      │
│ └────────────┘ │ └────────────┘ │ └────────────┘ │      │
│ ┌────────────┐ │ ┌────────────┐ │                │      │
│ │ Task 2     │ │ │ Task 4     │ │                │      │
│ │ @John      │ │ │ @Sarah     │ │                │      │
│ └────────────┘ │ └────────────┘ │                │      │
└────────────────┴────────────────┴────────────────┴──────┘

Task Features#

Each task includes:

• Title & Description - What needs to be done
• Assignee - Who's responsible
• Due Date - When it's due
• Priority - Urgency level
• Labels - Categorization
• Attachments - Related files
• Comments - Discussion thread
• Subtasks - Breakdown of work

Getting Started#

Accessing TaskFlow#

1. Click TaskFlow in the sidebar
2. View your projects
3. Select a project to open its board
4. Start managing tasks

Creating Your First Project#

1. Click New Project
2. Enter project name
3. Add description (optional)
4. Choose template or start blank
5. Click Create

Default Board Structure#

New projects include default lists:

Customize lists to match your workflow.

Navigation#

Project List#

View all projects in the sidebar:

• My Projects - Projects you're part of
• Starred - Favorited projects
• Recent - Recently accessed

Board Views#

Task Workflow#

Creating Tasks#

Quick Add:

1. Click + Add Task at bottom of any list
2. Type task title
3. Press Enter

Detailed Add:

1. Click + Add Task
2. Click task to open details panel
3. Fill in all fields
4. Click outside to save

Moving Tasks#

Drag and Drop:

• Click and drag task cards
• Drop in desired list
• Task status updates automatically

Quick Actions:

• Right-click task for menu
• Select Move to > choose list

Updating Tasks#

1. Click task to open details
2. Edit any field
3. Changes save automatically

Completing Tasks#

Move to Done list or:

1. Click the checkbox on task card
2. Task marked complete
3. Optionally moves to Done

Collaboration#

Assigning Tasks#

1. Open task details
2. Click Assignee field
3. Select team member
4. They'll be notified

Comments#

Discuss tasks with your team:

1. Open task
2. Scroll to comments section
3. Type your comment
4. @mention teammates if needed
5. Click Comment

Activity Feed#

Track all changes:

Activity
─────────────────────────
Sarah moved task to "In Progress"
John added a comment
Mike changed due date to Jan 20
Sarah attached design.pdf

Permissions#

Project Roles#

Task Permissions#

• Creator - Full control over task
• Assignee - Edit assigned tasks
• Project Member - Based on role

Integration#

With Team Chat#

• Create tasks from messages
• Task notifications in channels
• @mention links to tasks

With Inbox#

• Convert tickets to tasks
• Link tasks to customer issues
• Track work across modules

With DataFort#

• Attach files to tasks
• Access files from task panel
• Drag files to tasks

Best Practices#

1. Clear task titles - Start with action verb
2. One task, one outcome - Keep tasks focused
3. Use due dates - Keep work moving
4. Update status - Move cards as work progresses
5. Break down large tasks - Use subtasks

Plan Availability#

Next Steps#

• Projects - Create and manage projects
• Tasks - Master task management