Tasks Module

Second product module on the frozen platform. Mirrors the Leads reference architecture—functional differences only (status/priority/complete vs stages/follow-ups).

Guides

Audience	Document
Operators / workspace users	tasks-user.md
Engineers	tasks-developer.md
Production / ops	tasks-production.md
Module Development Standard	module-development.md
Reference blueprint	leads.md
Tenant API	../api/tenant-v1-tasks.md

Capabilities (Sprint 2 CRM UX)

• Title, description, status, priority, due date
• Status includes waiting; UI label for open is To Do
• Colored tags — per-workspace Tasks catalog; create/assign inline; filter by tag_id
• Optional soft project_id when Projects is entitled; optional milestone_id (same project) and depends_on_task_ids (same-project blockers; cycle rejected) — Tasks catalog 1.5.0
• Calendar overlay — open tasks with a due date project onto Calendar (assignee/creator as organizer) when Calendar is entitled
• Assignment (created_by / assigned_to) with assignee scoping via tasks.assign
• tasks.change_due_date — required to change due_at after create (initial due date allowed on create)
• Complete / reopen (tasks.complete)
• Comments (notes) + History (timeline) tabs; Activity shows status timing (e.g. 3h, 1d 2h)
• Board (default) + List view; drag-and-drop auto-saves status
• Real-time board sync — private Reverb channel tenant.{id}.tasks.board (auth: same tenant + tasks.view) broadcasts TaskCreated / TaskUpdated / TaskStatusChanged (with previous_status) / TaskAssigned / TaskDeleted; the board view invalidates tasks/board + tasks/stats (debounced) so teammates see moves, assignments, and deletes without a manual refresh. Mirrors the Leads / Opportunities invalidate pattern. Catalog 1.8.0. Go-live: production readiness.
• KPIs via GET /tasks/stats; board via GET /tasks/board
• Module licensing (module:tasks) + Spatie permissions
• Audit + activity logging; assignment notifications (mail + database); due/overdue in-app alerts plus one daily consolidated email digest per assignee

Permissions

tasks.view · create · update · delete · assign · complete · change_due_date

Explicitly deferred

• Subtasks, recurring tasks
• Import / export