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Tasks & board

Tasks and board in OrientME

The board is where your active work lives. It shows the tasks in your current cycle, organized into three columns so you always know what’s next.

ColumnMeaning
PendingNot started yet
In ProgressActively being worked on
FinishedDone

You’ll find the board under Tasks → Active in the sidebar. The header shows the active cycle’s name, quick stats (task count, finished count, target date), and a progress bar.

Full board with tasks across Pending / In Progress / Finished

note

OrientME calls planning periods cycles. Tasks not assigned to any cycle live in the queue. See Cycles for how the two fit together.

Create a task

Click Add task at the bottom of any column, type a summary, and press Enter. Only a summary is required — everything else is optional and can be added later.

tip

With a cycle active, press N anywhere (when you’re not typing) to start a new task in Pending.

Move and reorder tasks

Drag a card between columns or up and down within a column to reorder it. After a move you’ll see a Tasks moved message with an Undo button. You can also change a task’s status from inside its detail view.

To take a task off the board without deleting it, hover the card and click the Move to queue icon — it returns to the queue for later.

Task details

Click any card to open its detail view. Everything here saves automatically as you edit — there’s no save button, just a small “Saving… / Saved” indicator.

  • Summary — the task’s title
  • Project — group the task under a project (or “No project”)
  • Status — Pending, In Progress, or Finished (or Assign to cycle if it’s in the queue)
  • Plan for — pick a day (or a range) on the cycle’s calendar; set an optional time
  • Description — formatted details; links become clickable
  • Note — a short comment
  • Subtasks — an ordered checklist (see below)
  • Attachments — files connected to the task
  • Related — link this task to notes, trips, journal entries, and more (see Related items)

Task detail view showing description, subtasks, attachments, and Related

To delete a task, scroll to the bottom and click Delete task (it asks you to confirm, since this also removes its subtasks and attachments). A Task deleted message lets you Undo.

Subtasks

Open a task and click Add subtask to add checklist items. Each subtask has a checkbox and a drag handle for reordering; completed items drop to the bottom. Cards on the board show a running count like 2/5, which turns green when everything is checked.

Attachments

Click Add file (or drop files onto the task) to attach documents, images, and more. Each file shows its name and size with options to download or remove.

Projects

A project groups related tasks across cycles. Manage projects under Tasks → Manage → Projects: give each a name and color, then assign tasks to it. On the board, a colored strip and badge show a task’s project, and a project filter appears in the header when the cycle has tasks in more than one project.

Board and split views

A Board / Split toggle sits in the header. Split view stacks the active board, your planned cycles, and the queue on one screen, so you can drag a task straight from the queue onto the board — handy when planning a cycle. Switch back with the same toggle.

Split view — the active board, cycles, and queue side by side

The queue

Tasks with no cycle sit in the queue (under Tasks → Manage → Queue), grouped by project. Use it as a capture bucket for everything you might do later; during planning, pull only the work you realistically want into the current cycle. See Cycles to learn how queued work becomes scheduled work.