The task engine

The board, buckets, and task panel at the heart of Projects and Planners — checklists, comments, files, dependencies, subtasks, reviews, and recurrence.

Updated 3 min read

At the heart of both Projects and Planners is a single, powerful task engine — the board you organize work on and the panel you manage each task from. Learn it once here and it works identically in Planners.

The task board, with buckets and cards

Buckets and the board#

Work is organized into buckets — the columns on the board. Create, rename, reorder, and remove them to model your workflow (stages, workstreams, sprints — whatever fits). Each bucket keeps its completed tasks tucked away in a collapsible list.

The board has two views:

  • Board (Kanban) — cards in columns you drag between.
  • List — the same tasks as a table.

You can group by bucket, status, or priority, edit cells inline, search and filter, and save views. The board also supports CSV export and Markdown import (below).

Tasks#

Create tasks in any bucket, then move, complete, and reopen them. A task carries a name and description, a status and priority, start and due dates, a progress slider, an estimate, assignees, and tags — plus a phase on projects (see Phases).

The timeline view — tasks as bars on a shared week axis

Beside the board and list views sits the timeline view: every dated task plotted as a bar on a shared week axis, grouped by bucket, with a today line and overdue outlines — the campaign-at-a-glance view for layered work. Unscheduled tasks list beneath it, one click from getting dates.

From a task's ⋯ menu you can duplicate it or move or copy it to any planner or project you can edit — subtasks come along, the task keeps its token, and its status maps into the destination's vocabulary. Copy leaves the original in place (checklist, tags, and assignees carry over); move relocates it. The bucket headers also show open/total counts so a column's real workload reads at a glance.

The ⋯ menu also offers Start timer and Add time entry (a quick date-duration-note dialog, no need to open the full panel) and, on busy boards, Move to bucket as its own submenu. Right-click any card or list row to open the same menu without hunting for the ⋯.

The task panel#

A task's detail panel — Details, Checklist, and Comments

Open a task to work it in a rich side panel with tabs:

  • Details — all the task's fields.
  • Checklist — a sub-list of steps to tick off.
  • Schedule — book work sessions (scheduled blocks) that appear on the My Work calendar.
  • Time — log time against the task.
  • Files — attachments.
  • Links — related URLs.
  • Comments — discussion, with reactions, editing, and (on projects) the option to share a comment with the client.
  • Activity — the task's change history.

Dependencies#

Mark a task as blocked by another. AspirePro prevents circular dependencies and treats a task as blocked while any dependency (or a required subtask) is still open — so the board reflects what's genuinely ready to work.

Subtasks#

Break a task into subtasks, or make an existing task a subtask of another. Subtasks show as nested cards, and the parent's card wears a small done/total badge (green once every subtask is finished).

The parent task's own progress bar stays yours — subtasks never overwrite it. Their state shows in a separate read-only rollup ("3/10 · 42%") above the subtask list, and when the last subtask completes, the panel offers a one-click "All subtasks done — complete this task?" nudge.

Review workflow#

Send a task for review to one or more approvers with a note. Each reviewer can approve or request changes (with a required comment), and the task's status reflects where it stands. Great for work that needs sign-off before it's done.

Recurrence#

Set a task to recur on a schedule — preview the upcoming occurrences, and run the next one on demand. Ideal for repeating delivery work.

Markdown import#

Have a plan in a document? The Markdown import turns a markdown outline — headings, list items with optional due dates and assignees, nested checklists — into tasks and subtasks. Preview what it will create, then commit.

Bulk actions#

Select multiple tasks to update them together — status, priority, assignee, and more — up to a couple hundred at a time.

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