Tasks
Tasks are the smallest unit of work in FlippingKoin. Use them to track to-dos, assign work to teammates, attach files, log time, and roll up progress into the projects and milestones they belong to.
Every task moves through a simple lifecycle — Backlog, Todo, In progress, Review, Done, Cancelled — and can carry subtasks, comments, time logs, and AI-generated summaries.
Step-by-step
- 1Open the Tasks page
From the sidebar, click Tasks. You'll see the board view by default — one column per status. Switch views using the toggle in the top-right: board, list, calendar, or day.
- 2Create a task
Click Add Task in the top-right. Give it a name, an optional description, a project (so it rolls up correctly), a due date, and any assignees. Press Save — the task lands in the Todo column.
- 3Assign teammates
On a task card, click the avatar area to add or remove assignees. The first assignee you add receives an in-app notification immediately. Anyone listed can see the task in their personal queue.
- 4Add subtasks and checklists
Open the task detail. Use the Subtasks panel to break work into smaller items — each subtask inherits the parent's project and assignees by default. Use the Checklist for lightweight items that don't need their own status.
- 5Move a task through the workflow
Drag the card between columns on the board, or change the status from the task detail. When a task moves to Done, time logged is summarized and the parent milestone progress updates automatically.
- 6Use the Day view for scheduling
Switch to Day view to see all your tasks as horizontal bars on an hourly timeline. Drag a bar left or right to reschedule it, or drag the right handle to adjust the estimated time. Working hours and holidays are highlighted so overtime is easy to spot.
- 7Estimate time with AI
Inside the task detail, click Estimate with AI to let the model read the task title and description and suggest an estimated time. The suggestion fills the Estimated time field automatically — edit it before saving if needed. This requires a time estimation AI instruction set in Settings → AI instructions.
- 8Log time against a task
Click the timer icon on the task to start tracking. Stop it when you finish, or add manual entries from the Time tab inside the task. See the Time tracking topic for how this rolls up into payroll.
Subtasks inherit assignees and project from the parent — change them on the parent and the children follow. Drag-and-drop on the board respects your access group: if you can't edit a task, the card won't move. In the calendar view, drag a task bar horizontally to shift both its start and due date; drag the right handle to stretch only the due date. Week numbers and holiday shading help avoid scheduling over breaks. Use the Series field to group recurring or themed work; the list view lets you filter by series. Mention a teammate in a comment with @ to push them an in-app notification without changing assignees. Cancelled tasks are kept for audit — they're hidden from default views but still searchable.
Access groups → toggle `taskAdd`, `taskEdit`, and `taskAll` to control who can create tasks, edit any task, or see tasks they're not assigned to. Settings → AI instructions → 'Task' to customize how the AI summary writes task descriptions and comment digests. Settings → AI instructions → 'Time estimation' (per-project, required) to enable the Estimate with AI button on tasks. Plan limits set the maximum number of active projects, which indirectly caps how many tasks each project can carry comfortably.