Das Benutzerhandbuch ist auf Englisch und Bulgarisch verfügbar. Sie lesen die englische Fassung.
Task boards
Auf dieser Seite
| Where | Company sidebar → Work tasks (Работни задачи), URL /companies/{company}/task-boards (all boards you can access across the company and its projects). Project sidebar → Work tasks, URL /projects/{project}/task-boards (this project's boards only), available in every project phase. One board opens at …/task-boards/{board}. |
|---|---|
| Who can | No role permission is involved and the menu entry is never locked. Every member of the company, and every member of a project team (including people from partner companies on the project), can open Work tasks and create boards. Inside a board, access comes from the board's own sharing: Owner, Can edit, Can comment or Can view. Task boards are not limited by plan and do not use credits. |
| Related | Calendar, Meetings, Notifications and their settings, Project team and access |
What task boards are for
A construction team generates many small commitments every day: "send the revised shop drawing to the designer", "check the waterproofing on axis C before Friday", "chase the concrete supplier for the delivery note". Task boards give each of these a title, an assignee, a due date and a history, so nothing depends on memory or on a chat thread.
Task boards are deliberately separate from the construction schedule (Schedule / График). The schedule plans the works of the bill of quantities (BoQ) with dates and dependencies; task boards hold everything else. A task on a board never appears in the schedule, and a schedule activity never appears on a board. Tasks are not part of the financial reports either.
Tasks with a due date appear in the Calendar, next to meetings. Meetings can also feed task boards: after a recorded meeting is transcribed, BuildColab proposes the tasks that were agreed and creates them on a board when you confirm (see Recording, transcript and AI insights).
The building blocks
| Element | What it is |
|---|---|
| Board | A list of tasks with its own name, members, labels and task numbers. A board is attached either to your company or to one project, and that attachment is permanent. See Boards: create, share, labels. |
| Task | One piece of work on one board: title, description, status, priority, assignee, due date, labels, subtasks, images, comments and an activity trail. Each task gets the next number on its board (# / №); numbers are never reused. See Tasks: details, subtasks, comments, activity. |
| Status | Four fixed statuses for every board on the platform: To do (За правене), In progress (В процес), In review (За преглед), Done (Завършено). They cannot be renamed, added or removed. |
| Priority | Urgent (Спешно), High (Висок), Medium (Среден), Low (Нисък). New tasks start at Medium. |
| Label | A colored tag that belongs to one board. Every new board starts with seven labels (BoQ, Offers, Contracts, Design, Construction, Finance, Documents), which you can rename, recolor or delete. |
| The "All tasks" view | The default view when you open Work tasks: tasks from every board you can access in the current scope, in one place. On the company page it combines the company's boards and the boards of every project of the company that you are on. On a project page it combines that project's boards. |
The Work tasks screen
- The Work tasks (Работни задачи) entry in the sidebar opens the module; in the company sidebar it lands on the "All tasks" view.
- The board switcher at the top left shows the current board or All tasks (Всички задачи); click it to change board, create a board or open the archived boards.
- The search field Search tasks… (Търси задача…) filters tasks by title.
- The Mine (Мои) toggle shows only tasks assigned to you, and Filters (Филтри) opens the filter panel for status, priority, assignee, labels, due date and archived tasks.
- The view switch changes between the Board (Дъска) layout with columns and the Table (Таблица) layout; the task counter next to it shows how many tasks match.
- The four status columns, each with its task count. In the "All tasks" view each card also shows which board it is on.
Typical sequence
- Create a board for a team or topic: for example "Site — finishing works" on the project, or "Office admin" for the company. Choose whether it is open to everyone in the company or project, or only to the people you add. See How to create a board.
- If the board is private, open Sharing (Споделяне) in the board menu and add the people who should see it, each with Can edit, Can comment or Can view. Each person you add receives an e-mail.
- Create tasks with New task (Нова задача) or the plus button in a column. Set the assignee and the due date; the assignee receives an e-mail. See Tasks: details, subtasks, comments, activity.
- Work on the tasks: drag cards between the status columns, tick off subtasks, attach site photos and discuss in comments. Everyone involved in a task gets an e-mail about new comments.
- Follow up in the "All tasks" view with Mine and the due-date filter Overdue (Просрочени), or in the Calendar.
- Archive tasks you no longer need to see, and archive boards when the work is finished. Nothing is deleted; archived items can be restored.
Pages in this section
- Boards: create, share, labels: creating a board, company or project attachment, visibility, the Board access dialog with owners and access levels, labels, renaming, archiving and restoring boards.
- Tasks: details, subtasks, comments, activity: creating tasks, the board and table views, filters and sorting, the task panel with subtasks, images, comments and activity, moving tasks between boards, archiving and the e-mails tasks send.
Common questions
Why don't I see Work tasks in the sidebar?
The Work tasks entry is never locked by role or plan, so if it is missing entirely, the module is not switched on for the BuildColab installation you are using. Contact BuildColab support. If you see the entry but a board is missing, that board has not been shared with you; ask its owner.
Do I need a special permission or plan to use task boards?
No. Task boards have no role permission and no plan limit, and they do not use credits. Anyone in the company or on the project team can create boards. Which existing boards you see depends on each board's visibility and members.
What is the difference between task boards and the schedule?
The schedule (Schedule / График) plans the construction works of the BoQ with dates, durations and dependencies, and drives progress reporting and cash flow. Task boards hold operational to-dos: coordination, remarks, admin. The two modules are not linked: a task never becomes a schedule activity and the other way round.
Can I add my own statuses, such as "Waiting for the investor"?
No. Every board uses the same four statuses: To do, In progress, In review and Done. Use a label (for example "Waiting for investor") or the In review status to mark tasks that wait for someone else.
Where do I see all my tasks from all projects?
Open Work tasks from the company sidebar. The "All tasks" view combines the company's boards and the boards of every project of the company that you are on. Click Mine (Мои) to keep only tasks assigned to you. The Calendar shows the same tasks by due date.
Can people from other companies see my project board?
Only if the board is open to the whole project team, or if you add them as members. An open project board is visible to everyone on the project team, including people from partner companies. A private board is visible only to the people in its member list. See Boards: create, share, labels.
Can I get the task e-mails in English?
Yes. Task-board e-mails (assignment, new comment, added to a board) are written in the language saved in your profile, Bulgarian or English. If no language is saved, they come in Bulgarian.
Can BORO work with my tasks?
Yes. BORO, the AI assistant, can list and search your boards and tasks, and, after you approve each change (BORO asks for approval by default), create boards and tasks, change status, assignee or due date, comment, manage subtasks, labels and board members, move tasks and archive them. BORO cannot delete tasks. See What BORO can do.
Related
In diesem Abschnitt
A board is a container of work tasks in Work tasks (Работни задачи): it has a name, an owner, a member list with access levels, its own labels and its own task numbering. You attach each board to…
A task in Work tasks (Работни задачи) is one piece of work on one board: a title and description, a status, a priority, an assignee, a due date, labels, a subtask checklist, images, a comment thread…