> ## Documentation Index
> Fetch the complete documentation index at: https://docs.simcel.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Task management

> Create, assign, and track tasks on a Kanban board or list, linked to your Plans, Scenarios, and Events.

## Definition

Task management gives your team a dedicated space to create, assign, and track work directly within SIMCEL, without relying on external tools. Tasks can be linked to Plans, Scenarios, and Events, keeping coordination grounded in the planning context where it belongs.

## Navigating the task board

To access task management, open the **side navigation menu** and click **Tasks** under the **Collab** section. This opens the main task board.

<Frame caption="Opening Tasks from the Collab section of the side navigation">
  <img src="https://mintcdn.com/simcel-knowledge/jyNxnn8Nkzs8STrN/images/collaboration/task-management-1.png?fit=max&auto=format&n=jyNxnn8Nkzs8STrN&q=85&s=3f657c92ac32c70b7442bf8024994cdb" alt="SIMCEL side navigation menu with the Tasks item highlighted under the Collab section" width="2058" height="900" data-path="images/collaboration/task-management-1.png" />
</Frame>

At the top of the page, a summary bar shows the count of tasks by status (**Total**, **To Do**, **In Progress**, **Completed**, and **Rejected**) along with an overall **% complete** progress bar on the right.

<Frame caption="The task board summary bar">
  <img src="https://mintcdn.com/simcel-knowledge/jyNxnn8Nkzs8STrN/images/collaboration/task-management-2.png?fit=max&auto=format&n=jyNxnn8Nkzs8STrN&q=85&s=63617c947874fbfa837e955cb6717589" alt="Summary bar at the top of the task board showing task counts for Total, To Do, In Progress, Completed, and Rejected, with a percentage complete progress bar on the right" width="2550" height="878" data-path="images/collaboration/task-management-2.png" />
</Frame>

Use the **All tasks** / **My tasks** toggle in the top right to switch between viewing all workspace tasks and only the tasks assigned to you. To create a new task, click **+ New Task** in the top right corner.

<Frame caption="The All tasks / My tasks toggle and the New Task button">
  <img src="https://mintcdn.com/simcel-knowledge/jyNxnn8Nkzs8STrN/images/collaboration/task-management-3.png?fit=max&auto=format&n=jyNxnn8Nkzs8STrN&q=85&s=9716b90fa078f4244ac68b2bb1866225" alt="Top right corner of the task board with the All tasks and My tasks toggle next to the New Task button" width="446" height="177" data-path="images/collaboration/task-management-3.png" />
</Frame>

## Views

Task management offers two ways to view your tasks.

<Frame caption="The Kanban board, the default task view">
  <img src="https://mintcdn.com/simcel-knowledge/jyNxnn8Nkzs8STrN/images/collaboration/task-management-4.png?fit=max&auto=format&n=jyNxnn8Nkzs8STrN&q=85&s=e785524a0e36583cf953528f6b1a6908" alt="Kanban board with task cards organized into columns for To Do, In Progress, Completed, and Rejected" width="2481" height="581" data-path="images/collaboration/task-management-4.png" />
</Frame>

**Kanban** (the default view) displays tasks as cards organized into four columns by status. Drag and drop a card from one column to another to update its status instantly. Click the **+** icon within any column to quickly add a new task directly to that status.

<Frame caption="The List view of tasks">
  <img src="https://mintcdn.com/simcel-knowledge/jyNxnn8Nkzs8STrN/images/collaboration/task-management-5.png?fit=max&auto=format&n=jyNxnn8Nkzs8STrN&q=85&s=c17e1436aaad435b58205c364929799d" alt="List view showing tasks in a table with columns for Title, Status, Assigned to, Start Date, Due Date, and Tags, with column filters and a search bar" width="2463" height="471" data-path="images/collaboration/task-management-5.png" />
</Frame>

**List** switches to a table layout showing all tasks with columns for Title, Status, Assigned to, Start Date, Due Date, and Tags. Each column has a filter icon to narrow down results, and a **Search tasks** bar is available in the top right. Use **Clear Filters** to reset any active filters.

## Creating and editing a task

Click **+ New Task**, or the **+** button in any Kanban column, to create a task. This opens a detail panel on the right side of the screen.

<Frame caption="The task detail panel where you fill in task fields">
  <img src="https://mintcdn.com/simcel-knowledge/jyNxnn8Nkzs8STrN/images/collaboration/task-management-6.png?fit=max&auto=format&n=jyNxnn8Nkzs8STrN&q=85&s=4b3c4417cdc27eb92d688caec7de41d5" alt="Task detail panel with fields for status, assignee, description, start and due dates, linked Plan, Scenario, and Event, tags, attachments, and comments" width="577" height="1200" data-path="images/collaboration/task-management-6.png" />
</Frame>

Fill in the following fields:

| Field                     | Description                                                                                                                                                                                                                                              |
| ------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Status**                | The current status of the task: To Do, In Progress, Completed, or Rejected. This also determines which column the task appears in on the Kanban board.                                                                                                   |
| **Assigned to**           | The team member the task is assigned to. Start typing a name to search.                                                                                                                                                                                  |
| **Description**           | Any notes, context, or instructions for the task.                                                                                                                                                                                                        |
| **Start Date / Due Date** | The working timeline for the task, set using the date pickers.                                                                                                                                                                                           |
| **Plan**                  | Optionally link the task to a Plan. Once a Plan is selected, a shortcut link to that Plan appears below the field.                                                                                                                                       |
| **Scenario**              | Optionally link the task to a Scenario. This field becomes available after a Plan is selected.                                                                                                                                                           |
| **Event**                 | Optionally link the task to an Event, independent of any Plan or Scenario.                                                                                                                                                                               |
| **Tags**                  | Type a tag and press **Enter** to add it. Tags help you categorize and filter tasks across the board.                                                                                                                                                    |
| **Attachments**           | Click **Choose Files** to upload supporting documents. Accepted formats are PDF, DOC, DOCX, XLS, XLSX, images, TXT, and CSV, up to 10MB per file.                                                                                                        |
| **Comments**              | Leave a comment using the rich-text editor at the bottom. Formatting options include bold, italic, underline, strikethrough, ordered and unordered lists, and links. Type `@` followed by a teammate's name to mention them, then click **Add Comment**. |

## Managing tasks on the Kanban board

Each task card on the Kanban board displays the task title and the assignee's avatar. To open the full task detail, click anywhere on the card.

To access quick actions, click the three-dot menu on a card.

<Frame caption="Quick actions on a task card">
  <img src="https://mintcdn.com/simcel-knowledge/jyNxnn8Nkzs8STrN/images/collaboration/task-management-7.png?fit=max&auto=format&n=jyNxnn8Nkzs8STrN&q=85&s=80f9e6b4c7d44822fa6c8dfae2ac9e2c" alt="Three-dot menu opened on a Kanban task card showing the Copy task and Delete task options" width="532" height="259" data-path="images/collaboration/task-management-7.png" />
</Frame>

* **Copy task** duplicates the task with the same details.
* **Delete task** permanently removes the task.

<Frame caption="Dragging a task card between Kanban columns to change its status">
  <img src="https://mintcdn.com/simcel-knowledge/jyNxnn8Nkzs8STrN/images/collaboration/task-management-8.gif?s=0d45e5ced894cbbf1824e2d5b2dd911f" alt="A task card being dragged from one Kanban status column to another, updating the task status" width="2516" height="826" data-path="images/collaboration/task-management-8.gif" />
</Frame>

To move a task to a different status, either drag the card to the target column or open the task detail and change the **Status** field at the top.
