Task Management
Arketic's task system helps you organize, assign, and track work across your team on a visual Kanban board — with time tracking, completion conditions, epics, recurring tasks, and process automation.
Everything happens on one page: Tasks. From there you open your own board, review your team's work, group tasks into epics, launch a ready-made process, and (if you manage a department) configure how the boards behave.
:::info Is Tasks missing from your menu? Tasks is part of your organization's package. If the package does not include it, Tasks is not in the menu — and if you still reach the page, it shows "This module isn't in your package" instead of the tabs. People with the Restricted role see Tasks only when a custom role gives it to them. :::
The Tasks Page
At the top of the page you'll always see:
- The page title Tasks
- A New Task button in the top-right corner — available from every tab, as long as your role allows creating tasks
Below that is a row of tabs. When you open Tasks, you land on My Tasks by default.
Tabs — Who Sees What
Not everyone sees the same tabs. Some appear only for people who run the workspace or manage a department, and some depend on what your role is allowed to do.
| Tab | Who sees it | What it shows |
|---|---|---|
| Dashboard | Admins, Executives and department managers | Team-wide metrics and charts |
| Performance | Everyone | Task analytics — your own figures, or wider data if you manage people |
| My Tasks | Everyone | Your Kanban board and list view (the default tab) |
| My Team | Admins, Executives and department managers | Your team's tasks, grouped by person or as a list |
| Epics | Everyone | Larger initiatives that group related tasks |
| Form Templates | Everyone | Reusable field sets you can attach to tasks |
| Settings | Admins, Executives and department managers — and anyone whose role includes one of the settings on the tab | Business hours, board columns, tags, notifications, SLA policies |
| Requests | Everyone | Requests you sent — Admins, Executives and department managers also see requests coming in |
| Approvals | Admins, Executives and department managers — and anyone whose role allows approving or rejecting these requests | Requests sent from one department to another, waiting on a decision — see Approvals |
| Start a Process | Everyone | Launch a ready-made process from a template |
:::info Roles, department managers and custom roles
- Admins and Executives work across the whole organization.
- A department manager is whoever is set as the manager of at least one department. The manager views are scoped to the departments you're responsible for.
- Several things on this page — the Settings and Approvals tabs, New Task, Export, moving cards, deleting — follow your role's permissions rather than your title. Your organization can give them to other people through a custom role — see Roles & Permissions. A control you are not allowed to use is hidden or disabled. :::
:::note Everyone gets Performance The Performance tab is visible to everyone. What changes is the scope: as a team member you see your own figures, while Admins, Executives and department managers can also filter by department and see team-level breakdowns. See Performance. :::
What You Can Do
| You want to... | How it works |
|---|---|
| See your work | View tasks on a Kanban board or switch to a compact list. Your choice is remembered for next time. |
| Create tasks | Set priority, start and end dates, assignees, estimated hours, tags, an epic, completion conditions, sharing, and attached files. |
| Track time | Tracking starts on its own when a task becomes active, and only counts your department's business hours. You can also log time by hand on the task's Time tab. |
| Define what "done" means | Add completion conditions — a single confirmation, a text answer, an approval, a number, an amount, a date, a choice, a file upload, a dependency on another task, or a calculated (formula) condition. |
| Group work into epics | Bundle related tasks under an epic and follow its progress. By default Admins, Executives and department managers create epics, and can archive or restore the ones no longer needed day to day. |
| Repeat work on a schedule | Turn a task into a recurring one — daily, weekdays, Mon/Wed/Fri, weekly, monthly, every 2 weeks, or every 30 days. |
| Handle requests between departments | Send service requests to other departments; Admins and the receiving department's manager respond to incoming requests, with approval before work starts when required. |
| Start a process | Launch a ready-made multi-step process from a template instead of building the tasks by hand. |
What You See on the Board
Your position also affects the tasks themselves, not just the tabs:
- Team members see the tasks assigned to them on the board, and can filter by department (the ones they have access to), epic, priority, and search text.
- Admins, Executives and department managers see every task in the department and can additionally filter by assignee.
Cancelled tasks are never shown on the board.
:::tip Can't see a board? If a board says you may not have access to that department, pick a different department from the dropdown above the board. You can only open the departments you have access to. :::
Settings at a Glance
The Settings tab is split into sections:
| Section | What you configure | Who can use it by default |
|---|---|---|
| Department Settings | Business Hours and Column Customization | Admins, Executives and department managers |
| Organization Settings | Tag Management and Notification Settings | Admins |
| SLA Policies | Response and resolution targets | Admins, Executives and department managers |
See Settings for the details.
Quick Start
| I want to... | Go to... |
|---|---|
| See my assigned tasks | Kanban Board |
| See my team's work and manager dashboard | Team & Dashboard |
| Create a new task | Creating Tasks |
| Understand task fields and log time | Task Details |
| Learn about conditions | Completion Conditions |
| Understand approvals | Approvals |
| Automate repeating tasks | Recurring Tasks |
| See how time is tracked | Time Tracking |
| Reuse a set of fields | Form Templates |
| Group tasks into initiatives | Epics |
| Work with requests from other teams | Managing Requests |
| Launch a ready-made process | Start a Process |
| View analytics | Performance |
| Configure the workspace | Settings |