✅ Tasks

Create, assign, filter, and complete tasks at the project and product level.

Overview

SysHub has a flexible task system that lets you track work at multiple levels of granularity — from a broad project-wide task down to a task linked to a specific part in a 3D assembly. Tasks have priorities, due dates, assignees, and can be marked open or done.

Task Scopes

Tasks can exist at three scopes:

Scope Where to find it Description
Project-wide Project Detail → Tasks tab General tasks not tied to any specific product or part
Product-wide Product Detail → Tasks tab Tasks related to the product as a whole, not a specific part
Part-level Product Detail → Tasks tab (filtered by part) Tasks linked to a specific named part in the assembly

All tasks assigned to you — regardless of scope — appear in the My Tasks tab on the Dashboard.

Creating a Task

Tasks can be created from the Tasks tab of a project or product, or from the Part Info panel in the 3D viewer.

From the Tasks tab

  1. Go to the Tasks tab (on the Project Detail or Product Detail page).
  2. Click New Task (top-right, requires editTasks permission).
  3. Fill in the task details in the modal (see Task Fields below).
  4. Click Save. The task appears in the Open column.
💡
If you have a part filter active when you click New Task, the new task is automatically linked to that part.

From the 3D viewer

Select a part in the viewer, open the Part Info panel, and click Add task in the Tasks section. The task is automatically linked to that part.

Task Fields

Field Required Description
Title Yes Short summary of the task
Description No Detailed notes or instructions
Priority No Colour-coded urgency level (see below)
Due date No Target completion date
Assignees No One or more collaborators to assign the task to

Priority Levels

Tasks have a colour-coded priority that controls their sort order when sorted by priority:

Colour Priority Use for
🔴 Red Critical / Urgent Blockers, safety issues, must-fix-now items
🟠 Orange High Important work that should be done soon
🟡 Yellow Medium Normal priority work
🟢 Green Low Nice-to-have, backlog items

Assigning Tasks

Tasks can be assigned to one or more collaborators who have access to the project or product.

  1. Open the task modal (create new or click an existing task).
  2. In the Assignees field, click to open the collaborator picker.
  3. Select one or more people from the list. Their avatars appear in the field.
  4. Save the task. Each assignee receives a notification and the task appears in their My Tasks dashboard tab.
ℹ️
Only collaborators who already have access to the project or product appear in the assignee picker.

Filtering Tasks

The Tasks tab on a product has a powerful filter system. Use the dropdown menus to narrow the task list:

Filter option Description
All Show every task for this product
Assigned to me Show only tasks assigned to the current user
Product wide Show tasks not linked to any specific part
Parts Show tasks linked to parts; a second dropdown lets you pick a specific part
Classes Show tasks linked to parts in a specific class; pick the class in the second dropdown
Groups Show tasks linked to parts in a specific group; pick the group in the second dropdown
⚠ Deleted parts Show tasks linked to parts that no longer exist in the current version

Sorting Tasks

Use the Sort dropdown (below the filter row) to change the order of tasks:

Completing Tasks

Mark a task as done when the work is finished.

ℹ️
Marking tasks requires the markTasks permission (or owner role). Viewers cannot mark tasks.

Editing & Deleting Tasks

Editing

  1. Click the task row to open the task detail modal.
  2. Edit any field (title, description, priority, due date, assignees).
  3. Click Save.

Deleting

  1. Open the task modal.
  2. Click the Delete button (trash icon). Confirm the deletion.
⚠️
Task deletion is permanent. Deleted tasks cannot be recovered.

Tasks on Deleted Parts

When you upload a new version of a product, some parts from the previous version may no longer exist. Tasks linked to those removed parts are flagged with a ⚠ Deleted parts warning in the filter dropdown.

Permissions Summary

Action Required permission
View tasks Any role (viewer, editor, owner)
Create / edit / delete tasks editTasks or owner
Mark tasks open / done markTasks or owner
Assign tasks to collaborators editTasks or owner