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Guide 08 · Tasks

Managing project tasks

Project tasks help teams turn project requirements into assigned, trackable work with priorities, due dates, completion state, and overdue visibility.

Project tasks

Tasks are stored against a specific project and can be assigned to members of the company workspace.

The Project Tasks card summarizes task activity using Open, Done, and Overdue counts so users can quickly see the current workload on the project.

Add a task

From the Project Tasks section, choose Add Task. LupinusBuild opens the Add Project Task dialog.

Task title
Required name for the task.
Notes
Optional task description or working notes.
Assigned to
Assign the task to an eligible active company member or leave it unassigned.
Priority
Low, Normal, High, or Urgent.
Due date
Optional date used for scheduling and overdue tracking.
Required field

Task title is required. A new task defaults to TO DO status and Normal priority unless another priority is selected.

Assign tasks

Tasks can be left Unassigned or assigned to an eligible member of the company workspace.

LupinusBuild loads active company members for task assignment. Viewer accounts are excluded from the assignable-member list.

The task card displays the assigned person using their full name when available, with email used as the fallback display value.

Task status and completion

TO DO
Open work that has not been completed.
IN PROGRESS
Work that is currently being carried out.
DONE
Completed work.

The project task card uses a checkbox for completion when the current user has permission to complete tasks.

Marking a task Done records its completion time. Reopening the task changes it back to TO DO and removes the stored completion time.

Due dates and overdue tasks

Due dates are optional. Tasks without a due date display No due date.

When a task becomes overdue

An unfinished task is considered overdue when its due date is earlier than the current calendar date. Completed tasks are not treated as overdue.

Overdue tasks are visually distinguished in the project task list, and their due-date label is prefixed with OVERDUE.

Task permissions

Task actions are permission-aware. LupinusBuild evaluates task capabilities separately rather than treating all task actions as one permission.

Add task

Controls whether a user can create a project task.

Assign task

Controls whether a user can change task assignment.

Complete task

Controls whether a user can mark tasks done or reopen them.

Delete task

Controls whether a user can permanently delete a task.

Continue through project operations
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