Tasks

Flowtly Editorial Team2 min

The Tasks module in Flowtly enables teams to organize, assign, and track work items across projects and departments. It serves as a central workspace where individual contributors and managers can manage day-to-day activities, ensuring that nothing falls through the cracks.

Tasks can be organized into task lists, grouped by project, and filtered by status, assignee, priority, or due date. Each task supports detailed descriptions, comments, and activity logs so that all relevant context stays in one place. Team members can collaborate directly within a task through threaded comments. Tasks have four priority levels: low, normal, high, and urgent.

Flowtly supports recurring tasks for repetitive activities such as weekly reports, monthly audits, or periodic maintenance. Recurrence rules support daily, weekly, and monthly frequencies with configurable intervals, weekday/monthday selection, and optional end dates. New task instances are generated automatically on the defined schedule.

Task statuses are fully configurable per project to match your team's workflow. Tasks also support templates — you can mark a task as a template to reuse its structure when creating similar work items. Subscribers (watchers) can follow tasks to receive updates without being directly assigned.

Example use cases

  • Create and assign tasks with deadlines, priority levels (low/normal/high/urgent), and multiple assignees.
  • Set up recurring tasks with weekly or monthly frequency for regular operational activities.
  • Use task lists to break down a large deliverable into manageable steps and track progress.
  • Subscribe to tasks as a watcher to stay informed without being the assignee.
  • Create task templates for repeatable processes like client onboarding checklists.

Connection map

Refers toDerived fromPart ofPlanned vs actual
Documented hereDocumented elsewhere
budget covers project. invoice billed from project. project is of type project-type. project identified by project-reference. project staffed by person. project-rate rates person. project-rate applies on project. time-entry tracked against project. task belongs to project. project-folder groups project. project linked to budget. project-template creates project. project-phase is a child project of project. project needs role. booking planned vs actual time-entry.coversbilled fromis of typeidentified bystaffed byratesapplies ontracked againstbelongs togroupslinked tocreatesis a child project ofneedsplanned vs actualBBudget — The financial envelope an engagement is measured against — what was planned, versus what has actually been spent.BudgetPProject — The core organizational unit for a business initiative, client engagement or internal work. Everything tracked — time, cost, invoicing, profitability — hangs off one.ProjectIInvoice — A sales document issued to a client: line items, dates, tax. It is created, reviewed, previewed and then sent.InvoicePProject type — Fixed-price, Time & Material, Non-billable or Internal. It decides how the project's tracking and reporting behave.Project typePProject reference — An optional key a project carries so systems outside Flowtly can name it. Unique within the organisation, and never reused once it has been given to a project.Project referencePPerson — An employee. The central record the rest of the workforce data hangs off — profile, documents, leave, benefits, rates.PersonMMember rate — A team member's billing or cost rate on a project. Rates are per member, so the same person can cost differently on two projects.Member rateTTime entry — What actually happened — work time logged against a project.Time entryTTask — A unit of work inside a project.TaskPProject folder — A grouping of projects, for organisations running more than a handful.Project folderPProject template — A reusable blueprint for a project: its phases, task lists and tasks, with timings held as day offsets rather than dates. It carries no client, no team and nothing financial.Project templatePPhase — A stage a project runs through. A phase is itself a child project, so everything true of a project is true of a phase.PhaseRRole — One job to be done on a project. It may be open, partly filled, filled or over-filled, and it exists whether or not anyone is booked on it.RoleBBooking — One person committed to one role for a stretch of weeks, at a percentage of their time. A booking is a plan, not a record of work done.Booking

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