Tasks

Overview

Tasks in Rolebase let you track actionable work items within your roles. Each task belongs to a role and can be assigned to a member. Tasks flow through statuses and can be viewed as a kanban board or a list.

Creating a Task

1. Navigate to a role’s task section.
2. Click Add Task.
3. Enter a title and optionally set a description, assignee, and due date.

Tasks are always associated with a role, giving them context within the organizational structure.

Task Properties

Property	Description
Title	A short summary of the task
Description	Detailed information, context, or instructions (supports rich text)
Status	Current state of the task (see below)
Assignee	The member responsible for the task
Role	The role this task belongs to
Due Date	Optional deadline for completion

Task Statuses

Tasks move through the following statuses:

Status	Description
Open	The task has been created but work has not started
InProgress	Work is actively underway
InReview	The task is complete and awaiting review
Blocked	The task cannot progress due to a dependency or issue
Done	The task is finished

Views

Rolebase offers two ways to view tasks:

Kanban Board

The kanban view displays tasks as cards organized in columns by status. Drag and drop tasks between columns to update their status. This view is ideal for visualizing workflow and spotting bottlenecks.

List View

The list view shows tasks in a table format with sortable columns. This view is better for scanning large numbers of tasks and filtering by specific criteria.

Task Views (Custom Filters)

You can create saved task views with custom filters to focus on specific subsets of tasks. For example:

• “My Tasks” is filtered to your assigned tasks across all roles.
• “Overdue” shows tasks past their due date.
• “Blocked Items” shows tasks with a Blocked status.

Task views are saved and accessible from the tasks section for quick access.

Private Tasks

Tasks can be marked as private. Private tasks are only visible to the task creator and the assigned member. They do not appear in the role’s task list for other members.

Tasks in Meetings

Tasks are integrated into the meeting flow. During the Tasks step of a meeting, participants review open tasks for the role:

• Update statuses on existing tasks.
• Discuss blockers and reassign if needed.
• Create new tasks directly from the meeting.

Tasks created or updated during a meeting are linked to that meeting’s record.

Next Steps

• Run meetings to review and create tasks.
• Use threads for discussion around complex tasks.
• Check the news feed to see completed tasks across your organization.