Walk the task board — 5 phases, kanban or list
M08 Tasks — the unified day-to-day surface for everything happening across all your jobs. List view, Kanban view, drawer details, drag-to-change-status, saved filters, drill into checklists. Where the auditor lives between 9am and 6pm.
Every job page now opens with an 8-phase guided navigator above the tabs. Numbered chevron-pills (Setup → Plan → TB → Fieldwork → Workpapers/AJEs → FS/Reporting → Review → Issue & Lock) light up as exit criteria are met; the gold "active" pill carries a hero card with a single-click next-action button. New staff can follow the gold pill instead of guessing tabs. → Workflow strip section in chapter 01. F1 help: m07.workflow.
Three views, one model
Phase-grouped (planning / fieldwork / reporting / review / admin). Inline checklist ticking. Add ad-hoc tasks. Reorder.
Every task across every job. Filter strip, search, saved filters. Drill into a task → drawer with checklist + comments.
5-column board — not_started / in_progress / blocked / review / done. Drag a card to change status. Same filter strip as list.
The 5 phases visualised
Task statuses
| Status | Meaning | Trigger |
|---|---|---|
| not_started | Default on creation | Auto on job-create |
| in_progress | Someone is actively working | Auto when first checklist item is ticked (cascade — see Step 4) |
| blocked | Waiting on client / 3rd party / decision | Manual move + reason |
| review | Submitted for review by senior/manager | Manual when staff finishes |
| done | Reviewed + approved | Reviewer ticks all checklist items + clicks Done |
| skipped | N/A — not applicable to this engagement | Manager marks with reason; documented in audit log |
Filter strip
The firm-wide tasks page has 8 filters that compose with AND-logic:
- Phase — planning / fieldwork / reporting / review / admin
- Status — not_started / in_progress / blocked / review / done / skipped
- Mine — toggle, shows only tasks where the logged-in user is assigned
- Overdue — toggle, shows tasks past
due_datenot yet done - Due within — 3 / 7 / 14 days
- Job — pick from active jobs
- Client — pick from active clients
- Search — free text across task name + job number + job title + client name
The Save filter button stores your current selection in user_task_filters for one-click recall later. Filters appear in the right-hand sidebar.
The task drawer
Click any task in list or kanban → right-hand drawer slides in (700px wide). Contents:
- Header: task name + phase + status pill + assignee + due date
- Tabs: Checklist · Files · Comments · Activity
- Checklist tab: all items with reference badges, tickable inline. First tick auto-promotes status to in_progress (the cascade).
- Files tab: per-task attachments (separate from job-level files). 25 MB cap each.
- Comments tab: thread scoped to this task. Internal/client visibility flag.
- Activity tab: audit log filtered to this task — who ticked what, when, etc.
Open To-Dos → Kanban. Drag a task from "not_started" to "in_progress". Watch the status update + the audit-log entry. Click the task → drawer opens → tick a checklist item → close → see the progress count update on the card.
Don't accumulate "blocked" tasks. If > 5 are blocked across the firm, your throughput is choked. The dashboard "Pulse" panel shows blocked-count by client — escalate every Friday morning to clear the queue.
Recommended saved filters per role: Manager → "my-jobs / overdue or due ≤ 7d". Senior → "my-tasks / status = in_progress or review". Staff → "my-tasks / status = not_started or in_progress". One click, your work for the day.