Owlvix ERP

Plan the work on the task board

Add tasks with an owner and a due date, drag them from To do to Done, and set priority and estimates.

Video 43 s 5 steps Updated 5 Nov 2026

Every project has a task board with four columns: To do, In progress, Review and Done. Break the work into tasks, give each one an owner, and move the cards as the work moves.

Steps

  1. Open the project. Click it on the Projects overview. The task board is the first tab.

    Open the project
  2. Add a task. Type what needs doing, pick who does it and the due date, and click Add task. It lands in To do.

    Add a task
  3. Move tasks along. Drag a card to the next column when work starts, needs checking or is done. Done tasks count towards the progress bar.

    Drag tasks along
  4. Open a task for more. Click a card to set its Priority, an Estimate (h) and the details.

    Priority and estimate
  5. Click Save task. You're back on the board; a red dot on the card marks a high-priority task.

    Save the task

Tip A red dot on a card means high priority; a red date means it is overdue. The My open tasks list on the Projects overview shows everything assigned to you.

Good to know

  • A card shows the hours logged against the estimate, for example 6 h / 8 h.
  • Deleting a task keeps its logged time on the project.