Section 3.4: Task Lists & Tracking

The Tasks tab of a project is an interactive board built into the project page. It brings together three types of work items (Deliverables, Milestones, and Work Orders) into a single view, and gives you a board, a grid or list view toggle and a search bar to work through them however suits the moment.

1. Viewing and Searching Tasks

At the top of the Tasks tab you'll find the tools for finding and arranging what you need:

• Grid/List View Toggle: Switch between a grid layout (better for scanning many items at a glance) and a list layout (better for reading details in a row).
• Text Search: Type into the search bar to filter tasks by title or description text.
• Filters: Narrow the board down by status, type (Deliverable, Milestone, or Work Order), or assignee to focus on a specific slice of the work.
• Grouping: Tasks can be grouped, for example by their parent Work Package or assignee, so related items sit together on the board.

Task status and filters both work at phone width. See Section 1.7.

2. The Board View

The Tasks tab also has a board: work laid out as cards in vertical lanes, with a count on each lane so you can see where the pile is without counting it.

Choosing What the Lanes Mean

You decide what the lanes are grouped by. Group by status and the board reads as a pipeline, with lanes such as Not Started, In Progress and In Review. Group by something else and the same cards rearrange around that instead. The grouping is a way of looking at the work, so switching it changes nothing about the tasks themselves.

Reading a Card

Each card carries the details you need to triage it without opening it:

• The item's type, labelled at the top: Task, Deliverable or Milestone.
• The title of the work.
• Its status, shown with a small glyph.
• Estimated hours.
• The due date.
• The assignee, shown as an avatar in the corner.

Moving Work

Drag a card from one lane to another to change its grouping value. Dragging a card between status lanes changes its status.

Each lane has an Add control at the bottom, so a new item can be created straight into the lane it belongs in.

Why the Board Reads Quietly

Color sits in small glyphs and chips, so a full board stays legible at a glance. The same treatment applies to the Run of Show and the stripboard.

3. Reordering and Assigning Tasks

Tasks on the board can be moved and reassigned directly:

• Drag-and-Drop Reordering: Click and hold a task, then drag it to a new position or grouping on the board to reorganize it.
• Assignment: Assign a task to a team member or freelancer so it shows up on that person's workload, and reassign it at any time as work shifts.

For deliverables specifically, larger items can also be broken down into checklist sub-tasks so you can track partial progress instead of treating the whole deliverable as one all-or-nothing item. See Section 3.8 for more on organizing deliverables.

4. Creating and Editing Tasks

Project Managers can click Add Task or select the edit pencil icon on any item to open the configuration windows:

Deliverables Settings

• Set the deliverable title, notes, file/link type, and priority.
• Assign a freelancer and specify target delivery dates.
• Define required producer revision rounds and estimated hours.

Milestones Settings

• Set the milestone name and due date.
• Assign a milestone lead.
• Toggle the payment release percentage.

Work Order Settings

• Configure schedule dates, times, crew members, and equipment lists. (See Section 3.3 for details).

5. Automatic Progress Tracking

Rather than relying on manual progress updates, ABRAM calculates project progress automatically as tasks are completed:

1. State Changes: When a freelancer updates a deliverable to Completed or a producer/manager marks a milestone as Completed, an automated calculation is triggered.
2. Work Package Progress: The system automatically recalculates the completion percentage of the parent Work Package.
3. Project Progress: The system aggregates all active Work Packages to compute the overall project progress.
4. Interface Sync: The progress bar in the project header updates automatically across the platform to reflect the latest status.