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 foropenis To Do - Assignment (
created_by/assigned_to) with assignee scoping viatasks.assign tasks.change_due_date— required to changedue_atafter 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 viaGET /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)