Tasks

Tasks are the smallest unit of work in Einblick. A task has a title and status, and can carry a deadline, one or more responsible members, an allocation to a project, work order, phase, or milestone, a category, a rich-text description, file attachments, and a comment thread. Tasks are flat — there is no subtask or checklist level below them.

Created by hand

tasks · project · calendar

From email

detected task requests

Trello import

board JSON export

Task

status · deadline · assignees

Calendar

deadline entries

Planner

deadline markers

Dashboard

My Open Tasks

Notifications

reminders & mentions

ways a task is createdthe taskwhere it shows up

Where tasks appear

Tasks is the main Workspace with table, grid, and kanban views.
Every project has its own task tab scoped to that project.
Tasks allocated to projects, work orders, or phases can appear in the Planner — tasks with a deadline show up as deadline markers there, not as draggable schedule blocks.
Tasks with a deadline appear in the Calendar.
Tasks assigned to you appear in the My Open Tasks dashboard widget.

Create tasks

Create a task from the Tasks page, from a project's task tab (the project is prefilled), from the calendar's context menu (the clicked date becomes the deadline), or from a kanban column (the column prefills the status or category).

In the create dialog:

Title is the only required field. Status starts as Open; the full set is Draft, Open, Done, and Archived.
Responsible supports multiple members and defaults to you if nobody is picked.
Deadline can be a date only or include a specific time. Date-only deadlines remain all-day items; adding a time turns them into timed calendar entries.
Allocation links the task to a project, work order, phase, or milestone from one picker; picking a deeper level keeps the parent project and work order consistent. Without work-order access you see a simple project field instead.
Category is optional and can be created right from the form.
Description is rich text, and attachments can be uploaded while creating.

Each task gets its own attachment folder in Files; files uploaded during creation are moved there automatically.

Task detail

Open a task to see the full picture:

Change the status inline; edit deadline, assignees, and allocation.
The allocation card shows the linked project, work order, phase, and milestone with task progress per level, each linking to a filtered task list for that scope.
Manage attachments in the sidebar: upload, drag in, download, or delete.
Discuss in the comment thread with @mentions and file attachments. Mentioned members with accounts get a mention notification; other account-backed assignees get a comment notification.
The lifecycle card shows where the task came from — created by hand, detected from an email, or imported from Trello.
Email-created tasks additionally show the source email (sender, subject, message text, detected contacts and organizations) and list later messages from the same thread under Follow-up emails, each linking back to Mail.

Views and filters

Kanban (the default) groups columns by status or category. Hide or reorder columns, drag tasks within a column to re-sort, and drag across columns to change status or category.
Table offers search, filters, bulk actions, and inline status and category editing. Filters cover status, deadline, project, work order, phase, and responsible members; in a project tab the project filter is hidden because the project is fixed.
Grid shows the same tasks as cards.

Rows and cards show a comment indicator once a task has discussion, and a mail indicator when it came from an email.

Automations

Workspace rules can use Tasks as well as other collections registered in the current catalog. Open Automations to create and manage them. See Automations for triggers, actions, publishing, run history, and permission behavior.

Deadlines, reminders, and calendar sync

Account-backed assignees receive an assignment notification and a reminder on the deadline day. Overdue tasks are bundled into their daily digest instead of generating a separate reminder every morning. Members without accounts remain valid assignees but receive no task notifications or digest.
Tune what you receive in Settings → Notifications; Workspace defaults live in System Settings → Notifications.
Date-only deadlines appear in Einblick and Google Calendar as all-day entries. A deadline with a time appears as a 30-minute calendar block and syncs in the Workspace's time zone. Connect a Google account in Settings → Connections and enable task sync there — the sync is personal, per account. Removing a deadline removes the synced entry again.

Tasks from email

An email account in System Settings → Email can scan incoming mail for task requests.

Detection targets personal requests and service notices that need a concrete action. Marketing mail, newsletters, verification codes, acknowledgements, and routine scheduling replies are ignored.
A detected message becomes an open task with a title, an extracted deadline when one is found, and the source email attached for context.
If the message clearly belongs to one active project, that project is linked automatically; ambiguous matches are left for you to decide.
Replies and follow-ups in the same thread attach to the existing task instead of creating duplicates — unless a reply is itself a distinct, actionable request.

Email-created tasks are never auto-assigned to members or categories, so plan a quick review after creation.

Import and export

Import from the header accepts CSV, XLSX, XLS, and JSON, guides you through column mapping, and validates everything in a dry run before writing tasks. See Importing and Exporting Data.
Trello import takes a board JSON export: map each list to a status and optional allocation, map members to Einblick users, turn labels into categories, and include or skip archived cards. Every card is shown for review before import, and cards already imported are skipped. Descriptions, comments, checklists, and board metadata end up in the task description.
Export respects the current filters and lets you choose format, fields, field order, and related data.

Archive and delete

Archiving sets the status to Archived — the task stays available.
Deleting removes the task together with its assignee links, attachment folder, and any synced Google Calendar entries.
Both are available as bulk actions from the table. One bulk delete can contain at most 25 tasks.