Task Lists

What Are Task Lists?

Task lists (tasklists) are a way to group tasks into logical collections — e.g., “Sprint 1,” “Backlog,” “To Discuss.” A single task can belong to multiple lists at the same time.

Types of Task Lists

Each list has a specific type (kind) that affects its purpose and how it is displayed:

• Sprint — a time-boxed iteration (e.g., a 2-week sprint). Used for planning work over a specific period. Sprints have start and end dates, and when closed, open tasks can be automatically moved to the next sprint.
• Milestone — a milestone marking an important point in the project (e.g., “Version 2.0,” “Launch”). Groups the tasks needed to achieve the goal.
• List — a general task list without time constraints. E.g., “Backlog,” “To Discuss,” “Ideas.”
• Cycle — a recurring work period. Similar to a sprint, but with emphasis on the regularity of the cycle.

What Task Lists Are Used For

• Organizing sprints — grouping tasks for a given period
• Backlog — a list of tasks waiting to be worked on
• Planning — preparing a set of tasks to discuss in a meeting
• Customer context — a list of tasks related to a specific customer
• Moving tasks — when closing a list, open tasks can be automatically moved to a new list

Creating a Task List

1. Go to Tasks → Task Lists
2. Click + (New List)
3. Fill in:
   • Name — required, e.g., “Sprint 5”
   • Type — Sprint, Milestone, List, or Cycle
   • Team — the team the list belongs to
   • Project — optional project assignment
   • Responsible person — who is responsible for completing the list
   • Status — the list’s stage of completion
   • Start / End date — time frame
   • Customer — optional CRM customer link
   • Department — optional department assignment
   • Code — identification prefix
4. Save

Adding Tasks to a List

Tasks can be added to a list in several ways:

• When creating/editing a task — the Task Lists field
• From the list view — the add tasks button
• Bulk operations — selecting multiple tasks and assigning them to a list

Closing a List and Moving Tasks

When closing a list, you can:

• Move open tasks to a new list (option copy_open_tasks)
• Close the previous list automatically (close_previous_tasklist)
• Specify the previous list — a historical link between lists

This way, lists form a sequence — e.g., Sprint 1 → Sprint 2 → Sprint 3, with unfinished tasks carrying over to the next sprint.

Task List Views

• User list — who is working on tasks from the list
• Owner list — who is responsible for individual tasks
• Team view — tasks divided by teams
• Kanban — boards with status columns

Important Information

• A single task can belong to multiple lists at the same time
• A list has a task counter (tasklist_tasks_count)
• A list can be closed — indicating a completed sprint/phase
• Lists can be filtered by team, project, status, and customer