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Tasks

Tasks helps your team track work — assign owners, set due dates, filter overdue items, and export CSV reports.

In Beentara:

  • Path: Team → Tasks (/tasks)
  • Alternate UI: /tasks-2 (some accounts)
  • Permission: tasks.read

Staff users

Staff see tasks assigned to them. Admins can assign and bulk-manage team work. See Staff onboarding.

Tasks pageTasks — filters, list, quick-add, and assign


Opening the page

  1. Open Team → Tasks.
  2. Or go to /tasks.

Page layout

AreaWhat it does
FiltersToday, overdue, active, completed
Task listDrag-reorderable tasks with assignee and due date
Quick-addFast task entry from toolbar
Advanced modalFull fields — priority, reminders, assignees
Bulk barAssign or delete selected tasks

Create a task

Quick-add: type title and press enter or save.

Advanced:

  1. Open the full task modal.
  2. Set title, description, due date, priority.
  3. Choose Assign to staff member(s).
  4. Optional reminder datetime.
  5. Save.

Filter daily work

FilterUse when
TodayMorning standup
OverdueCatch up on missed deadlines
ActiveAll open work

Dashboard Team tasks card links here with counts.


Bulk assign and export

  1. Select task checkboxes.
  2. Bulk assign to reallocate work.
  3. Export CSV for weekly reports.

QueryOpens
?openTask=trueNew task modal
?taskId=Specific task detail
?filter=Pre-set filter

FeatureGuide
Team DirectoryTeam Directory
Staff onboardingStaff onboarding
Daily routineDaily admin routine

Frequently asked questions

How do I assign a task in Beentara?

Create or edit a task and select assignee from the Assign to field in the task modal.

Where do staff see their tasks?

Team → Tasks — filter Today and Overdue at start of shift.

Beentara — Business management made simple.