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Tasks are the building blocks of every project in FusionDesk. Each task represents a discrete unit of work — something that can be owned, tracked, and completed. By breaking project goals into tasks, you give your team clear action items, visible ownership, and measurable progress. This guide covers everything you need to create, manage, and close out tasks effectively.

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Creating a Task

1

Open a project

From the left sidebar, select Projects and click the project you want to add a task to.
2

Click Add Task

On the project board, click + Add Task at the bottom of any column, or click the New Task button in the top-right corner of the project view.
3

Fill in the task details

Complete the following fields in the task creation panel:
  • Title — a short, action-oriented name for the task (e.g., Write onboarding email copy).
  • Description — additional context, acceptance criteria, or notes. Supports rich text, code blocks, and inline images.
  • Assignee — the team member responsible for completing the task.
  • Due Date — the date by which the task should be finished.
  • Priority — the urgency level: Urgent, High, Medium, or Low.
4

Save the task

Click Create Task. The task appears on the project board in the To Do column and the assignee receives a notification.
You can also create a task via the API by posting to the project’s tasks endpoint:
A successful response returns the new task object:

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Task Fields Reference

Every task in FusionDesk supports the following fields.

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Task Statuses

Each task moves through a defined set of statuses that reflect its current state. You can update a task’s status by dragging it between columns on the board view, or by opening the task and selecting a new status from the Status dropdown.

To Do

The task has been created but work has not yet started. This is the default status for all new tasks.

In Progress

A team member is actively working on the task. Move a task here as soon as work begins to give the team accurate visibility.

Blocked

The task cannot proceed due to a dependency, missing information, or an external blocker. Add a comment explaining the blocker so the team can help resolve it.

Done

The task is complete. Moving a task to Done logs a completion timestamp and notifies the project owner.
The API represents these statuses as lowercase strings: todo, in_progress, blocked, and done. Use these values when creating or updating tasks programmatically. To update a task’s status via the API:

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Adding Comments and Attachments to Tasks

Use comments to keep task-level discussions in context, and attachments to share relevant files without switching tools. To add a comment:
  1. Open the task detail panel.
  2. Click the Comment field at the bottom of the panel.
  3. Type your message. Use @mentions to notify specific team members.
  4. Click Post Comment.
To attach a file or link:
  1. Open the task detail panel.
  2. In the Attachments section, click + Add Attachment.
  3. Choose Upload File to upload from your device, or Paste Link to attach a URL.
FusionDesk supports attachments up to 100 MB per file. For larger assets, paste a link to a cloud storage location such as Google Drive or Dropbox instead.

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Bulk Actions on Tasks

When you need to update multiple tasks at once, use bulk actions to save time.
1

Select tasks

In the project list view, check the checkbox to the left of each task you want to update. To select all visible tasks, check the header checkbox.
2

Open the bulk actions toolbar

Once you have selected at least one task, the bulk actions toolbar appears at the bottom of the screen.
3

Choose an action

Select one of the available bulk actions:
  • Reassign — change the assignee for all selected tasks.
  • Change Status — move all selected tasks to a new status.
  • Set Priority — update the priority level on all selected tasks.
  • Delete — permanently remove all selected tasks.
4

Confirm the action

For destructive actions like Delete, FusionDesk displays a confirmation prompt. Review the count of affected tasks, then click Confirm to proceed.

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Retrieving and Deleting Tasks

To fetch all tasks for a project, use the project’s tasks endpoint:
To retrieve a single task by its ID:
To permanently delete a task:
FusionDesk sends task notifications to assignees when a task is created, reassigned, updated, or moved to Done. Team members can manage their notification preferences under Profile → Notification Settings to control how and when they receive task alerts — including email digests, in-app notifications, and integrations with Slack or Microsoft Teams.