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Manage Tasks from the Project Page

The Project Tasks tab is where you manage all work items attached to a project. From here you can add tasks individually or in bulk, assign employees, log time, link schedules, leave notes, and track progress — all without leaving the project.

Getting There

Open a project and click the Project Tasks tab (the list icon in the tab bar).

Two Task Views

The tab offers two ways to view tasks:

DigiBoard — A Kanban board. Tasks appear as cards organized into columns by status (On Hold, In Progress, Open, Ready to Invoice, etc.). Drag a card to a different column to update its status instantly.

List — A flat table of all tasks on the project. Same icon buttons, different layout.

Adding Tasks

You can view this help article regarding adding tasks to an existing project:

Add Tasks to an Existing Project

The Task Card

Each task card displays the task name, project number, due date (if set), and assigned employees. In the top-right corner of every card is a row of icon buttons.

Icon color indicates whether data exists. Notes, Assignments, and Time icons turn solid blue when records have been added. Empty icons are hollow. This lets you scan a board and immediately see which tasks have activity.

Task Card Icons

Edit (Pencil)

Opens the task editor. Use this to update the task's core properties.

Field Notes
Task Status Move the task to a different status.
Due Date Target completion date.
Started Date When work began.
Completed Date When work was finished.
Budget Hours Estimated hours for this task.
Budget Amount Estimated cost for this task.
Project Phase Associates the task with a phase of the project.
Quote Line Item Links this task to a specific line on an associated quote.
Task Information Free-text notes about the task itself (distinct from task notes).

Save closes the modal and updates the card immediately.

Notes (Comment Bubble) 

Opens a notes panel for the task. Existing notes are listed with date and author. A hollow icon means no notes exist yet; a solid blue icon means notes are present.

To add a note:

  1. Click the comment icon.
  2. Type your note in the text field.
  3. Click Save Note.

Kudurru Stone sends a notification to all employees assigned to the task when a new note is saved.

Assignments (Person)

Opens the assignments panel. Existing assignees are listed with their priority and any notes. A hollow icon means no one is assigned; a solid blue icon means at least one person is.

To assign an employee:

  1. Click the person icon.
  2. If your account uses user groups, select a User Group to filter the employee list.
  3. Select the User.
  4. Set a Priority (1 is highest; defaults to 1).
  5. Optionally add Notes for this assignment.
  6. Click Save Assignment.

The assigned employee receives an email notification and an in-app notification.

Schedule (Calendar)

Opens the task scheduling panel. Use this to put the task on the Task Scheduler — assigning specific employees to specific dates.

The panel shows any existing schedule entries for this task. To build out the schedule in detail, click Add to Schedule, which takes you to the full Task Scheduler filtered to this task.

Time (Clock)

Opens the time panel. Existing time entries are listed with date, employee, and hours. The total budgeted hours for the task are shown for reference. A hollow clock icon means no time has been logged; a solid blue circle means time entries exist.

To add a time entry from this panel:

  1. Click the clock icon.
  2. Click Add Time.
  3. Fill in the time entry form (same fields as the standard New Time Entry form — employee, input method, hours, billable, title, activity code, notes).
  4. Save.

Delete (Trash)

Opens a delete confirmation dialog. Deletion requires confirmation and is subject to a guard:

Deletion guard: If the task has any child records — time entries, schedule entries, notes, assignments, or board cards — Kudurru  Stone will not delete it unless you check Delete child entities. Checking that box permanently removes the task and all associated records.

If you are unsure, do not check the box. Instead, review and remove child records manually before deleting the task.

Only Admins, Managers, and the assigned Project Manager can delete tasks.

Moving Tasks on the DigiBoard

Drag any task card from one status column to another. Kudurru Stone updates the task's status automatically on drop. The project manager receives a notification when a task status changes (if notifications are enabled for that project).

You can also update status through the Edit icon without dragging.

Tips

  • The blue icon indicators let you do a quick visual audit of a project — scan for hollow assignment icons to find unassigned tasks, or hollow clock icons to find tasks with no time logged.
  • Import From Quote saves significant setup time on projects that originated from detailed quotes — all the line-item work is already described; just pull it in.
  • Task Groups work best for project types you repeat. If every surveying project gets the same 8 tasks, a task group means one click instead of eight.
  • Deleting a task is permanent. If a task was completed and has time entries, consider marking it complete rather than deleting it — those hours roll into project cost reporting.