WeldFlow

Manage your tasks

See everything assigned to you and update status as work moves forward.


Open My Tasks

  1. Open WeldFlow from the app rail.
  2. Click My Tasks in the module sidebar (or land on /weldflow by default).
  3. Tasks appear in list or board layout depending on your view setting.

Each row shows title, project, due date, priority, and status.


Update a task

  1. Click a task to open the detail panel.
  2. Change Status (for example To do → In progress → Done).
  3. Edit due date, assignee, or description as needed.
  4. Add comments for teammates watching the task.

Changes save automatically or when you click Save, depending on the field.


Filter and sort

  • Filter by project, status, or due date.
  • Sort by due date or priority to focus on what is urgent.
  • Use search to find a task by title.

Create a quick task

  1. Click New Task on My Tasks.
  2. Enter a title (and a description if you like).
  3. Optionally set the priority, labels, due date, assignees, and the project the task belongs to.
  4. Click Create task.

For structured work with milestones, create tasks inside a project instead.

Create a task from My Tasks, then tick the checkbox when the work is done.

Mark a task as complete

Tick the checkbox at the start of the row. The task is crossed out and moves to the Done group. Untick it to reopen the task.


Next steps

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