Task management

Mosce ERP's Tasks module gives you a central space to create, assign, and monitor the team's work in the same place where you manage sales, purchases, and accounting. You can attach files, leave comments, and move cards between columns with drag-and-drop. Changes are reflected in real time for all team members.

Reading time: ~8 min

Plan note: the Tasks module is available on paid plans (Starter, Professional, and Enterprise). If you see it disabled in the sidebar, check your plan in Billing and subscription.

When to use this

• You want to create and assign tasks to team members without leaving Mosce ERP.
• You need to organize the work in visual columns (To Do / In Progress / Completed) and move them with drag-and-drop.
• You want to attach documents or images directly to a task.
• You want to leave comments or mention colleagues within a task.
• You need to filter tasks by assignee, priority, or due date.

Before you start

• Your role includes tasks:read (view tasks) and tasks:write (create, edit, comment, attach).
• The administrator has enabled the Tasks module in your account. If the module does not appear in the menu, ask the administrator to enable it from Settings → Modules.
• To assign tasks to another team member, that user must exist in the account with an active role.

Available views

Mosce ERP offers two views of the same set of tasks. You switch between them with the Board and List buttons in the top bar of the Tasks section.

Kanban board

Tasks appear as cards organized into columns by status. Drag a card from one column to another to change its status. Changes sync in real time for all connected users - if your colleague moves a card on their screen, yours updates without needing to reload.

The default statuses are:

List view

Shows the same tasks in a filterable table with columns Title, Assignee, Priority, Due date, and Status. Useful for seeing the whole team's work at a glance or exporting a summary.

Create a task

1. Open Tasks from the sidebar.
2. Press the New task button (on the board you can also press + in the header of the Pending column).
3. Fill in the fields:
   • Title - a brief description of the task (required).
   • Description - detail of the work to be done. Accepts rich text.
   • Assignee - the team member the task is assigned to. You can assign it to yourself.
   • Priority - Low / Normal / High / Urgent.
   • Due date - when it must be finished.
4. Press Create task.

The task appears immediately in the Pending column of the board. If the assignee is connected, they receive a real-time notification.

Move a task to another status

From the board: drag the card to the destination column and drop it.

From the list view: open the task and change the Status selector in the side panel.

From the card itself: open the card with a click and use the Status menu in the top bar of the detail.

Edit a task

1. Click on the card's title (board) or on the row (list) to open the detail.
2. Any editable field appears as an active input when you click on it: title, description, assignee, priority, due date, status.
3. Changes are saved automatically when you leave the field - there is no Save button.

Add a comment

1. Open the task detail.
2. In the Comments section (bottom of the panel), write your message.
3. To mention someone, type @ followed by the user's name.
4. Press Send or press Ctrl+Enter.

Comments stay in the task history and the mentioned user receives a notification.

Attach files

1. In the task detail, find the Attachments section.
2. Drag the file to the drop area, or press Attach file and select from your device.
3. The file is linked to the task and visible to all members with access.

The accepted file types include images (PNG, JPG, WEBP), documents (PDF, XLSX, DOCX), and compressed files (ZIP). The maximum size per file is the one that corresponds to your plan.

Filter and search tasks

In both views you will find the filters:

• Assignee - see only the tasks of one team member.
• Status - filter by status (Pending, In progress, In review, Completed).
• Priority - filter by urgency level.
• Due date - filter overdue tasks, due today, or due this week.
• Search - free-text search in the task title.

The filters combine with each other. To clear them all, press Reset filters.

Delete a task

1. Open the task detail.
2. In the options menu (three-dot icon at the top right), choose Delete task.
3. Confirm in the dialog.

Deletion is permanent and requires the tasks:write permission.

Expected result

• Board updated in real time with the tasks organized in columns.
• Instant notifications to the assignee when a task is assigned or commented on.
• History of comments and attachments associated with each task.
• Filters that help you focus on what is urgent without losing the general context.

Common errors

Frequently asked questions

Can I create custom columns in addition to the four defaults?

For now the status columns are fixed at four levels. Column customization is on the module's roadmap.

Are tasks limited by plan?

The availability of the full module is limited to paid plans. See the current limits on the Pricing page.

Are comments visible to all members?

Yes, to all users with the tasks:read permission in the account. There are no private comments.

Can I relate a task to an order, invoice, or client?

Not yet - tasks are an independent module in this version. Linking with other modules is planned for future versions.

What happens if a task's assignee leaves the company?

The task is left without an active assignee. From the list view you can reassign it to another member. Edit the task and change the Assignee field.

Related

• Commission management - if the tasks include sales agent work, this guide covers how Mosce ERP calculates their commissions.
• Sales agents - register and manage the sales team.
• Usage limits - details of the limits per plan.