Tutorials
Tutorial: Using Tasks to Track Work
In this tutorial, you will use the quick task input to capture action items, set priorities and assignees, switch to the Kanban board, drag tasks through the workflow, and review completion with a reviewer. By the end, you will be comfortable managing tasks in both list and Kanban views.
This tutorial assumes you have a Pasco Cloud account with access to a project and at least one other team member.
Before You Start
Make sure you have:
- A Pasco Cloud account with access to a project.
- At least one other team member in the project (for assignee and reviewer roles).
Step 1: Navigate to Tasks
🚀 Let's go!
Open the Pasco Cloud web app and click Tasks in the sidebar. You will see the tasks list page. If this is your first time, the list will be empty.
Make sure you are in list view (the default).
Step 2: Quick-Create Three Tasks
Use the quick input bar at the top of the list to capture three tasks rapidly.
🚀 Let's go!
Click the quick input field and type each task, pressing Enter after each one:
- "Order reinforcement steel for Level 3" → press Enter.
- "Schedule concrete pour with supplier" → press Enter.
- "Review structural drawings from engineer" → press Enter.
Three tasks appear in the list, all with To Do status and medium priority. That took about ten seconds — this is the speed you want during a site meeting.
![[Screenshot: Tasks list showing three newly created tasks — 'Order reinforcement steel', 'Schedule concrete pour', and 'Review structural drawings' — all with To Do status and medium priority badges]](/images/placeholder.png)
Step 3: Add Details to Each Task
Now go back through the tasks and add assignees, due dates, and priorities.
🚀 Let's go!
Click on "Order reinforcement steel for Level 3" to open the detail page. Update the following:
- Priority — change to High (steel is on the critical path).
- Category — select Procurement.
- Assignee — select a team member responsible for procurement.
- Due date — set to three days from now.
- Reviewer — leave as yourself (the creator).
Save and go back to the list. Repeat for the other two tasks, setting appropriate priorities, categories, and assignees.
Step 4: Switch to Kanban View
🚀 Let's go!
Click the Kanban view toggle at the top of the Tasks page. The board appears with five columns — To Do, In Progress, In Review, On Hold, and Done.
Your three tasks should all appear in the To Do column as cards showing the title, priority badge, assignee avatar, and due date.
Step 5: Start Working — Drag to In Progress
🚀 Let's go!
Click and drag the "Review structural drawings" card from the To Do column to the In Progress column.
The card moves to In Progress, the status badge updates, and a system comment is automatically logged on the task recording the status change.
Step 6: Add a Progress Comment
🚀 Let's go!
Click on the "Review structural drawings" card to open the detail page. Scroll to the Comments section.
Type a comment: "Received drawings from engineer. Reviewing ground floor and Level 1 — will complete Level 2 and 3 review tomorrow."
Click Post. Your comment appears in the thread alongside the system comment that logged the status change.
Step 7: Submit for Review
🚀 Let's go!
After completing the drawing review, go back to the Kanban board and drag the "Review structural drawings" card from In Progress to In Review.
The reviewer (you, in this case) receives a notification that the task is ready for review.
ℹ️ Did you know?
If the reviewer is you: Since you created this task and left yourself as the reviewer, the Kanban board may allow you to drag directly from In Progress to Done — skipping the review step. This is the reviewer skip logic in action.
Step 8: Review and Complete
🚀 Let's go!
As the reviewer, open the task and review the work:
- Read the progress comment.
- Check that the deliverable is complete.
- If satisfied, drag the card from In Review to Done (or click the status dropdown on the detail page and select Done).
The task is now complete. The Done column shows the card with a green status indicator.
Step 9: Use Filters
🚀 Let's go!
Open the filter panel and try these filters:
- Filter by Priority: High to see only the steel order task.
- Filter by Assignee to see only tasks assigned to a specific person.
- Filter by Status: To Do to see only tasks that have not started.
Filters apply to both the Kanban board and the list view. Clear the filters when you are done.
Step 10: Put a Task On Hold
🚀 Let's go!
Suppose the steel supplier has a delivery delay. Open the "Order reinforcement steel" task and change its status to On Hold.
You could also drag it to the On Hold column on the Kanban board. Notice that the task remembers its previous status — when you take it off hold, it returns to where it was (To Do or In Progress) rather than resetting.
Add a comment explaining the hold: "Supplier confirmed 2-week delay on 16mm bar. Waiting for revised delivery date."
What You Have Accomplished
In this tutorial, you:
- Used quick task input to capture three tasks in seconds.
- Added detailed information — priority, category, assignee, due date, and reviewer.
- Switched between list and Kanban views.
- Dragged tasks through the workflow on the Kanban board.
- Added progress comments.
- Used filters to find specific tasks.
- Put a task on hold and understood the resume behaviour.
What's Next?
- Need to track contracts? See the Contracts Overview for managing agreements and project relationships.
- Want to track defects? See the Issues Overview for issue management.
- Working on mobile? Check out the Mobile Features Overview for managing tasks in the field.