Managing Tasks

Open and Edit

Select a task card or list row to open the task side panel. Update fields on Details, then click Update Task. Use Documents for files and Comments for team discussion.

Move and Reorder

In Board view, drag a card within a column or into another column. In List view, drag a row into another grouped column section. PawPlacer saves both the destination and task order.

Complete

Use the completion control on a list row, a task action menu, or the opened task panel. Completed work moves out of the Active view and into Completed. Reopen it from the completed task's controls when more work is required.

Archive

Archive a task when it should be retained but removed from active and completed work. Use the Archived view to find it and unarchive it.

Duplicate

Choose Duplicate from a task's action menu. PawPlacer creates a copy with (Copy) in its name. Open the copy to adjust dates, assignees, pets, or instructions.

Delete

Choose Delete from the task action menu and confirm. Deletion permanently removes the task; archive it instead when its history should remain available.

Filter the Board

Use task search, board tags, and the Active / Completed / Archived views together. Active filter chips show what is currently narrowing the board.