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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

AudienceDocument
Operators / workspace userstasks-user.md
Engineerstasks-developer.md
Production / opstasks-production.md
Module Development Standardmodule-development.md
Reference blueprintleads.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
  • 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
  • Board (default) + List view; drag-and-drop opens the drawer; save commits status
  • 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, dependencies
  • Calendar views (see Calendar)
  • Import / export
  • Real-time board sync (Reverb / Echo)

Official documentation for the SaleOS SaaS Platform.