Tasks & Kanban Board

Tasks in Cascadia help you track work items, coordinate team activities, and manage project progress. The Kanban board provides visual workflow management for engineering tasks.

Tasks Overview

The Tasks page displays your work items in either Kanban board or list view.

Summary Statistics

At the top of the page, you'll see counts for each task state:

Statistic	Description
Total Tasks	All tasks in the system
Backlog	Tasks identified but not yet scheduled
To Do	Tasks scheduled to be worked on
In Progress	Tasks currently being worked
In Review	Tasks completed and awaiting review
Done	Completed and verified tasks

View Options

Toggle between two views using the buttons in the top right:

• Kanban - Visual board with drag-and-drop columns
• List - Traditional table view with sorting and filtering

Kanban Board

The Kanban board organizes tasks into columns representing their workflow state.

Columns

Column	Purpose
Backlog	Tasks identified but not prioritized
To Do	Tasks ready to be started
In Progress	Tasks currently being worked on
In Review	Tasks awaiting verification
Done	Completed tasks

Moving Tasks

To update a task's status:

1. Click and hold on a task card
2. Drag it to the target column
3. Release to drop

The task's state automatically updates to match the column.

Task Cards

Each task card shows:

• Task number (e.g., TSK-000001)
• Task name
• Priority indicator
• Assignee avatar (if assigned)
• Due date (if set)

Creating a Task

1. Click + Create Task in the top right
2. Fill in the task details:

Task Fields

Field	Description	Required
Task Number	Auto-generated identifier (e.g., TSK-000001)	Auto
Revision	Version identifier	Yes
Task Name	Brief description of the work	Yes
Description	Detailed task description	No
State	Initial workflow state	No (defaults to Backlog)
Priority	Urgency level (Low, Medium, High, Critical)	No
Assignee	User responsible for the task	No
Due Date	Target completion date	No
Estimated Hours	Expected effort in hours	No

3. Click Create Task to save

Task States

Tasks flow through these states:

Backlog → To Do → In Progress → In Review → Done

State	When to Use
Backlog	Task is captured but not yet scheduled
To Do	Task is prioritized and ready to start
In Progress	Work has begun on the task
In Review	Task is complete, awaiting verification
Done	Task is verified and closed

Priority Levels

Use priority to indicate urgency:

Priority	Description
Critical	Blocking work, needs immediate attention
High	Important, should be completed soon
Medium	Normal priority (default)
Low	Can be deferred if needed

Working with Tasks

Viewing Task Details

Click on any task to open its detail view. Here you can:

• Edit task information
• Add comments
• View activity history
• Link related items

Filtering Tasks

Use the program/design dropdown to filter tasks by project scope. The search box filters by task number or name.

Assigning Tasks

To assign a task:

1. Open the task detail view
2. Click the Assignee field
3. Select a team member from the dropdown

Assigned users see tasks in their personal task list.

Setting Due Dates

Due dates help with planning:

1. Open the task or edit during creation
2. Click the Due Date field
3. Select a date from the calendar picker

Overdue tasks are highlighted in the Kanban view.

Task Relationships

Tasks can be linked to other items in Cascadia:

• Parts - Track work related to specific parts
• Documents - Link to relevant documentation
• Change Orders - Associate tasks with ECOs
• Requirements - Connect to requirements being addressed

To create a relationship:

1. Open the task detail view
2. Go to the Relationships tab
3. Click + Add Relationship
4. Search for and select the related item

Best Practices

Task Naming

Use clear, action-oriented names:

• Good: "Review Widget Assembly BOM for accuracy"
• Poor: "BOM review"

Estimates

When setting estimated hours:

• Include time for testing and documentation
• Break large tasks into smaller ones (< 16 hours)
• Update estimates as you learn more

Kanban Flow

• Limit work in progress to avoid bottlenecks
• Move tasks as soon as state changes
• Review the board in team standups
• Archive completed tasks periodically

Using Backlog

The backlog is for:

• Ideas and future work
• Tasks waiting on dependencies
• Low-priority items

Regularly groom the backlog to keep it manageable.

Keyboard Shortcuts

Shortcut	Action
Cmd/Ctrl + K	Open quick search
N	New task (when on tasks page)

Next Steps

• Workflows - Customize workflow states
• Programs and Designs - Organize tasks by project
• Change Orders - Link tasks to ECOs