Task Management
Route: /org/tasks · Permission: View Tasks
Module: task_manage · 13 permissions
1. What the task workspace is
/org/tasks is the project's whole task list in one screen, shown four different ways. The data is
identical in all four; only the layout changes.
Around it sit the pieces that make it usable at scale: a category rail on the left, a filter bar across the top, milestone tabs, and a detail panel that slides in over the board.
| View | Best for | URL |
|---|---|---|
| List | Reading and grouping | ?view=list (default) |
| Kanban | Moving work through statuses | ?view=kanban |
| Calendar | Seeing due dates | ?view=calendar |
| Table | Editing many fields quickly | ?view=table |
/org/tasks is desktop-onlyOn a mobile viewport the whole screen renders a desktop-only fallback. Use My Tasks on a phone — it is built for it.
2. How the module spreads across the application
One module, task_manage, owns four routes — this is the exception to Orbit's usual
one-module-one-route rule.
| Route | Permission | Page |
|---|---|---|
/org/tasks | View Tasks | This one |
/org/my-tasks | View Tasks | My Tasks |
/org/my-timesheets | mytimesheet.manage | My Timesheets |
/org/timesheets-approval | Approve Timesheets | Timesheet Approvals |
3. The anatomy of the screen
| # | Region | What it does |
|---|---|---|
| 1 | Category rail | Filters by category. Collapsible. Drop tasks on a category to move them. Each row has a + to create a task already in that category |
| 2 | Header | Title, and a Search tasks… box |
| 3 | View switcher | List · Kanban · Calendar · Table |
| 4 | Full screen | Renders the board into a portal over the whole viewport |
| 5 | Jira | Opens the sync drawer. Only with Configure Jira sync, mappings and run syncs |
| 6 | Add Task | Opens the create drawer. Only with Create Tasks |
| 7 | Filter bar | See Filtering and grouping |
| 8 | Milestone tabs | All Timelines, then one tab per milestone |
| 9 | The board | Whichever view is selected |
The project gate
Without a project selected the whole board is replaced by:
No Project Selected — Please select a project from the sidebar menu to view tasks.
The empty state
With a project but no matching tasks:
No tasks found — "Try adjusting your filters." when any filter is active, otherwise "Get started by creating your first task."
4. What lives in the URL
The screen writes its state to the query string, so most of it is linkable.
| Parameter | Values | Effect |
|---|---|---|
view | list · kanban · calendar · table | Which view |
id | A task id | Opens that task's detail panel |
projectId | A project id | Switches the selected project |
action | create · close | Opens or closes the create drawer |
Grouping, priority, type, assignee, category, billing and the milestone tab are component state only. A link you paste to a colleague carries the view and the open task — not the filters you had applied.
?view=The in-app Docs button resolves sub-pages from ?tab=, and this screen uses ?view=. Whichever view
you are on, the button opens this overview. Navigate from here to the view page you want.
5. Permissions — the thirteen, and what each actually gates
This is the most finely permissioned screen in Orbit Ops, and five of the permissions gate individual fields rather than whole features.
| Permission | Gates |
|---|---|
| View Tasks | The page. Without it: Access Denied — "You do not have permission to view tasks." |
| Menu Access for Task Management | The sidebar entry |
| Create Tasks | Add Task, the category + buttons, and the empty-state button |
| Edit Tasks | Editing a task at all |
| Delete Task | Deleting |
| Manage Task Assignment | Assigning work |
| Allow Change Task Assigne | Changing an existing assignee |
| Change Task Due Date | Changing the due date |
| Change Estimation of a Task | Changing the estimate |
| Change Status of Task | Changing status — including a Kanban drag |
| Configure Jira sync, mappings and run syncs | The Jira button and everything in the sync drawer |
mytimesheet.manage | /org/my-timesheets |
| Approve Timesheets | /org/timesheets-approval |
Assignee, due date, estimate and status each need their own permission on top of edit. A user
with edit alone can change a title and a description and will find the other four controls
disabled.
This is deliberate — it lets a team member correct wording without moving a deadline — but it is the single most reported "the app is broken" on this screen. Check the four field permissions before investigating anything else.
6. Data loading — what this means in practice
Tasks are paginated at 50 per page and most filtering happens on the server.
| Filter | Where it runs |
|---|---|
| Search, assignee, priority, type, category, my-tasks, milestone, billable | Server — changing one refetches page 1 |
| Hide Done, Hide Subtasks | Client — applied to the page you already have |
Because they run client-side over the fetched 50, a project with 300 tasks can show a page that looks nearly empty after ticking Hide Done — the done tasks were removed from the page, not from the query.
If the counts look wrong, that is why. Narrow with a server-side filter instead.
7. Don't confuse this with…
| Screen | Route | Whose view |
|---|---|---|
| Task Management (this page) | /org/tasks | One project, everyone's tasks |
| My Tasks | /org/my-tasks | Mine, and my direct reports' |
| Task Timelines | /org/project/timelines | The same tasks as a Gantt chart |
| Task Configuration | /org/taskconfig | The vocabulary, not the tasks |
| Task Analytics | /org/analytics/tasks | Counts and trends |
| Resolution Queue | /org/resolve/queue | Service desk tickets — a different system entirely |
An Orbit Resolve ticket is not a task. They have separate statuses, separate workflows and separate permissions. A workflow transition in Resolve can create a task, which is the only automatic link between them.
8. Troubleshooting
| Symptom | Cause |
|---|---|
| Access Denied | Missing View Tasks |
| Desktop-only message | Mobile viewport — use My Tasks |
| No Project Selected | Pick a project in the sidebar |
| No Add Task button | Missing Create Tasks |
| A field is disabled but the task is editable | One of the four field permissions is missing |
| A Kanban drag is refused | Missing Change Status of Task, or no workflow arrow |
| Counts change oddly after Hide Done | It filters the current page only |
| A shared link lost my filters | Only view, id, projectId and action are in the URL |
| No Jira button | Missing Configure Jira sync, mappings and run syncs |