TASKS & PROJECTS

From the first idea.To the final delivery.

Turn conversations into tasks. Plan sprints, connect dependencies, shape your workflow and see how work progresses — in the same workspace as your team’s knowledge.

Book a demoExplore the workspace
Sprint planningWorkflow rulesReports & roadmap
# product-launchInteractive preview · Example data
To do2
PROD-128
Define the release scope
3 pointsEL
PROD-129
Prepare launch assets
5 pointsAK
In progress2
PROD-130
Review the API changes
5 pointsEL
PROD-131
Update onboarding
3 pointsJD
Done2
PROD-132
Publish the launch brief
2 pointsAK
PROD-133
Verify access rules
3 pointsEL

Follow tasks through your team’s statuses. In the product, drag cards to move work forward.

01Sprint planning

Give the next sprint a clear starting point.

Keep the backlog beside planned and active sprints. Choose your goal, dates and estimate unit, then bring the right work into the sprint. A shared sprint can include selected subchannels, so connected teams plan against the same cycle.

  • Backlog and sprint planning
  • Estimates in points, hours or task count
  • Shared scope across selected subchannels
  • Start, complete and review a sprint
# product-launchInteractive preview · Example data
BoardListTimelinePlanningReports
Backlog
PROD-128Define the release scope3EL
PROD-129Prepare launch assets5AK
Sprint 24 · Active sprint
PROD-130Review the API changes5EL
PROD-131Update onboarding3JD
PROD-132Publish the launch brief2AK
PROD-133Verify access rules3EL
Example data

02Hierarchy & dependencies

See the work behind the work.

Connect parent and child tasks across channels you can access. Follow completion and estimate rollups, show what is blocking a task, link related work and mark duplicates. The context stays with the task instead of getting lost in a separate list.

  • Cross-channel parent and child tasks
  • Completion and estimate rollups
  • Blocked by / blocking relationships
  • Related tasks and duplicates
Task relationships
PROD-120

Product launch

2 of 3 completed · 10 points
PROD-132 · #productPublish the launch brief2p
PROD-133 · #productVerify access rules3p
PROD-129 · #designPrepare launch assets5p
Blocked by DES-42 · Brand approval
Example data

03Workflow rules

Make the next step the right step.

Define your statuses and edit transition rules directly under each one. Choose where work can start and which destinations are allowed. Require an assignee, a transition note or specific fields before a task enters a status; use status approvals where a review is needed.

  • Allowed transitions and initial statuses
  • Required assignees, notes and fields
  • Status approvals
  • Workflow templates and custom fields
Statuses & workflow
In review
Allowed destinations
In progressDone
Required to enter this status
Assignee
Transition note
Custom field: release
Example workflow configuration
Example data

04Filters & saved views

Your focus. Ready when you return.

Combine filter groups with AND / OR to narrow down work by the criteria you need. Save your personal view with its search, filters, sorting and sprint scope. Pin the views you return to and switch between them from the compact toolbar.

  • Grouped AND / OR rules
  • Personal saved and pinned views
  • Search, sorting and sprint scope
  • Include or hide child tasks
Filters & views
My release workPersonal
Match all · AND
AssigneeisMe
Statusis notDone
OR
Match all · AND
PriorityisUrgent
Saved with search, sorting and sprint scope
Example data

05Reports & roadmap

Understand progress beyond the status.

Review created and completed work, cycle time and task flow over a chosen period. Break results down by channel, assignee or supported custom fields. Sprint reports add burndown, burnup, velocity and scope changes; the channel roadmap brings dated work into a calendar overview.

  • Period and sprint analytics
  • Burndown, burnup and velocity
  • Channel, assignee and field breakdowns
  • Calendar roadmap with a yearly overview
Period analyticsExample · 4 weeks
Created32
Completed24
Median cycle time2.4 days
Created & completedCreatedCompleted
Week 1
Week 2
Week 3
Week 4
Sprint reports: burndown · burnup · velocity
Example data

06Connected work

The conversation doesn’t end at the task.

Create a task from a message and keep the original conversation close. Add comments, files and followers as work evolves. Connect GitHub to link branches, commits and pull requests; use Flows for trigger-based task workflows.

  • Tasks linked to source messages
  • Comments, attachments and activity history
  • GitHub links and PR status automation
  • Trigger-based workflows with Flows
Explore chatExplore Flows
#product-launch
EL

Can we review the API changes before launch?

Task from this messagePROD-130 · Review the API changesIn progress
feat/PROD-130-api
PR #212Merged
Linked conversation, task and pull request
Example data

TASKS & PROJECTS

The details that keep work moving.

Custom fields

Add the information your process needs with typed custom fields.

Assignees & followers

Assign work to people and keep followers connected to updates.

Scheduled & recurring tasks

Set up future tasks with recurrence rules or specific dates.

Import & export

Import spreadsheets or Linear and Asana exports. Export tasks as CSV or Excel.

A few things worth knowing.

Do we have to work in sprints?

No. Use boards, lists and timelines for everyday work. Enable sprints in the channels that need them. The planning view is a desktop feature for sprint-enabled channels.

Can related teams share a sprint?

Yes. A shared sprint can include selected subchannels. Access to tasks still follows channel permissions.

Are saved views shared with everyone?

Saved task views are personal. Store and pin the filters and layout that help you focus.

Do hour estimates track time automatically?

No. Hours and points are effort estimates for planning and reporting, not an automatic time tracker.

TASKS & PROJECTS

Bring the plan closer to the people doing it.

Explore how your team’s tasks, conversations and delivery can fit together in Polybase.

Book a demoSee pricing