Task Management

Advanced task management features and workflows in Taskflame

Taskflame Team
Updated 2025-01-06
9 min read
intermediate
tasks
management
workflow
organization

Task Management

Effective task management is at the core of productivity. Taskflame provides powerful features to help you create, organize, track, and complete your work efficiently.

Advanced Task Creation

Quick Task Entry

Speed up task creation with these methods:

  1. Inline Creation

    • Click anywhere in a column
    • Type your task title
    • Press Enter to save
  2. Keyboard Shortcuts

    • Press N to create a new task
    • Use Shift+N to create with full details
    • Cmd+K for quick creation from global search
  3. Email Integration

    • Forward emails to your unique Taskflame address
    • Automatically convert emails to tasks
    • Subject becomes title, body becomes description

Task Templates

Create reusable task templates:

Bug Report Template:
- Title: [Bug] Brief description
- Priority: High
- Tags: #bug, #urgent
- Template description with checklist

Meeting Task Template:

Meeting: [Meeting Name]
- Date: [Date/Time]
- Attendees: @person1, @person2
- Agenda items:
  - [ ] Item 1
  - [ ] Item 2
- Action items will be added here

Task Properties and Metadata

Task Titles

Best practices for task titles:

  • Use action verbs (Review, Create, Fix, Update)
  • Be specific and clear
  • Include context when necessary
  • Keep under 60 characters for readability

Examples:

  • ✅ "Review Q1 marketing budget proposal"
  • ✅ "Fix navigation menu mobile responsiveness"
  • ✅ "Update user onboarding documentation"
  • ❌ "Review stuff"
  • ❌ "Fix bug"

Descriptions and Context

Rich task descriptions support:

  • Markdown formatting
  • Checklists and sub-tasks
  • Links and references
  • File attachments
  • Code snippets

Description template:

## Context
Brief explanation of why this task is needed

## Requirements
- Specific requirement 1
- Specific requirement 2
- Any constraints or limitations

## Acceptance Criteria
- [ ] Criterion 1
- [ ] Criterion 2
- [ ] Criterion 3

## Resources
- [Link to design mockups]
- [Related documentation]
- [Previous discussions]

Due Dates and Scheduling

Smart due date features:

  • Natural language input ("tomorrow", "next friday")
  • Recurring tasks (daily, weekly, monthly)
  • Time-based reminders
  • Calendar integration

Due date strategies:

  • Set realistic deadlines with buffer time
  • Use due dates for time-sensitive work only
  • Create milestones for large projects
  • Review and adjust dates regularly

Priority Management

Priority system:

  • 🔴 Critical - Drop everything and do this
  • 🟠 High - Important and urgent
  • 🟡 Medium - Important but not urgent
  • 🔵 Low - Nice to have
  • None - No specific priority

Priority guidelines:

  • Critical: System outages, blocking issues
  • High: Deadlines today/tomorrow, client requests
  • Medium: This week's objectives
  • Low: Future improvements, ideas

Tags and Labels

Effective tagging strategies:

By Project:

  • #website-redesign
  • #mobile-app
  • #marketing-campaign

By Type:

  • #bug #feature #improvement
  • #research #design #development
  • #meeting #review #documentation

By Person:

  • @john @sarah @team-lead
  • Use for assignments and mentions

By Status:

  • #blocked #waiting #review-needed
  • #external #internal

Task Organization

Hierarchical Tasks

Sub-tasks and checklists:

  • Break large tasks into smaller pieces
  • Use checklists for step-by-step processes
  • Create task dependencies
  • Track progress visually

Example hierarchy:

🎯 Launch new product feature
├── 📋 Requirements gathering
│   ├── [ ] Stakeholder interviews
│   ├── [ ] Competitive analysis
│   └── [ ] Technical feasibility study
├── 🎨 Design phase
│   ├── [ ] User flow diagrams
│   ├── [ ] UI mockups
│   └── [ ] Design review
└── 🛠️ Development phase
    ├── [ ] Backend implementation
    ├── [ ] Frontend development
    └── [ ] Testing and QA

Task Dependencies

Managing task relationships:

  • Mark tasks as "blocked by" other tasks
  • Set up sequential workflows
  • Identify critical path items
  • Visualize project timelines

Batch Operations

Manage multiple tasks efficiently:

  • Select multiple tasks with checkboxes
  • Bulk edit properties (tags, dates, assignees)
  • Move groups of tasks between columns
  • Archive completed tasks in batches

Advanced Workflows

Personal Productivity Systems

Getting Things Done (GTD):

Inbox → Clarify → Organize → Reflect → Engage
- Capture everything in inbox
- Process items one by one
- Organize by context and priority
- Review weekly
- Take action on next steps

Kanban Method:

To Do → In Progress → Review → Done
- Limit work in progress
- Pull tasks when ready
- Focus on flow and completion
- Continuous improvement

Timeboxing:

  • Assign specific time blocks to tasks
  • Use Pomodoro technique (25-min focused sessions)
  • Block calendar time for deep work
  • Track actual vs. estimated time

Team Workflows

Sprint Planning:

Backlog → Sprint Planning → Active Sprint → Review → Retrospective
- Estimate story points
- Commit to sprint goals
- Track daily progress
- Review and improve

Bug Triage Process:

New → Triage → Assigned → In Progress → Fixed → Verified → Closed
- Categorize by severity
- Assign to appropriate team member
- Track resolution time
- Verify fixes before closing

Content Creation Pipeline:

Ideas → Research → Draft → Review → Edit → Publish → Promote
- Brainstorm and capture ideas
- Research and outline
- Create first draft
- Peer review and feedback
- Final edits and polish
- Publish and promote

Task Tracking and Analytics

Progress Monitoring

Visual progress indicators:

  • Completion percentages
  • Burndown charts
  • Velocity tracking
  • Time to completion metrics

Key metrics to track:

  • Tasks completed per day/week
  • Average time in each column
  • Task cycle time (start to finish)
  • Blocked task percentages

Time Tracking

Manual time tracking:

  • Start/stop timers on tasks
  • Log time spent on activities
  • Track billable vs. non-billable time
  • Generate time reports

Automatic tracking:

  • Track time spent on tasks based on activity
  • Monitor productive vs. non-productive time
  • Identify peak productivity hours
  • Analyze time allocation patterns

Reporting

Built-in reports:

  • Task completion trends
  • Team productivity metrics
  • Project progress summaries
  • Time allocation breakdowns

Custom reporting:

  • Filter by date ranges
  • Group by tags, people, or projects
  • Export data for external analysis
  • Create automated weekly summaries

Collaboration Features

Task Assignment

Effective task assignment:

  • Assign to specific team members
  • Use @mentions in descriptions
  • Set clear expectations and deadlines
  • Provide necessary context and resources

Comments and Communication

Task-level communication:

  • Add progress updates
  • Ask questions and clarify requirements
  • Share relevant links and files
  • Tag team members for input

Comment best practices:

  • Be specific and actionable
  • Include context for decisions
  • Use @mentions to notify relevant people
  • Keep conversation focused on the task

Real-time Collaboration

Live collaboration features:

  • See who's viewing/editing tasks
  • Real-time updates across devices
  • Conflict resolution for simultaneous edits
  • Activity feeds for transparency

Automation and Efficiency

Automated Actions

Set up automated workflows:

  • Move tasks based on due dates
  • Auto-assign tasks based on tags
  • Send notifications for overdue items
  • Archive completed tasks automatically

Keyboard Shortcuts

Essential shortcuts for task management:

  • J/K - Navigate between tasks
  • E - Edit selected task
  • C - Add comment
  • T - Add tag
  • D - Set due date
  • A - Assign to person
  • Del - Archive task

Integrations

Connect with your existing tools:

  • Calendar apps for due date sync
  • Email for task creation
  • Time tracking tools
  • Project management software
  • Communication platforms

Best Practices

Daily Task Management

Morning routine:

  1. Review yesterday's progress
  2. Check overdue tasks
  3. Prioritize today's work
  4. Set 3 key objectives
  5. Time-block important tasks

Evening routine:

  1. Update task progress
  2. Move completed tasks to Done
  3. Plan tomorrow's priorities
  4. Clean up and organize
  5. Reflect on accomplishments

Weekly Review

Weekly review checklist:

  • Archive completed tasks
  • Review and update priorities
  • Adjust due dates as needed
  • Remove obsolete tasks
  • Plan next week's objectives
  • Analyze productivity patterns
  • Improve workflows based on learnings

Task Hygiene

Keep your task list clean:

  • Regularly archive old completed tasks
  • Remove or update stale tasks
  • Consolidate similar or duplicate tasks
  • Review and refine tag usage
  • Update descriptions with new information

Troubleshooting

Common Issues

Tasks not syncing:

  • Check internet connection
  • Refresh browser/app
  • Clear cache and cookies
  • Log out and back in

Performance issues:

  • Archive old tasks
  • Reduce number of active tasks
  • Optimize browser performance
  • Contact support for assistance

Lost tasks:

  • Check archived tasks
  • Search across all boards
  • Review recent activity
  • Check trash/deleted items

Performance Optimization

For large task lists:

  • Use filters to focus on relevant tasks
  • Archive completed work regularly
  • Split large projects into separate boards
  • Use search instead of scrolling

For team efficiency:

  • Establish clear naming conventions
  • Create standardized workflows
  • Regular team training on features
  • Set up automated notifications

Advanced Features

Custom Fields

Add custom metadata to tasks:

  • Story points for agile teams
  • Effort estimates
  • Client information
  • Budget tracking
  • Status indicators

Task Templates

Create and share templates:

  • Standard operating procedures
  • Project kickoff checklists
  • Meeting agendas
  • Bug report formats
  • Feature request templates

Bulk Import/Export

Manage tasks at scale:

  • Import tasks from CSV files
  • Export for backup or analysis
  • Migrate from other tools
  • Bulk update task properties

Next Steps

Master task management with these advanced topics:

  1. Learn collaboration workflows - Work effectively with teams
  2. Explore automation options - Streamline repetitive tasks
  3. Master keyboard shortcuts - Increase your speed and efficiency

Transform your productivity with effective task management! 🚀