Skip to content

Tasks

Tasks represent units of work that employees are assigned to. Most tasks come from an external project management tool and are synced into Nufinox. Admins can also create a task manually by entering the external source details.

Where Tasks Come From

Tasks are pulled in from Asana, Linear, GitHub, or GitLab based on the project management connections configured in Settings -> Connections. See Integrations for how to connect a project management tool and map workspaces, teams, repositories, or projects to clients.

When connections and client mappings are configured, Nufinox fetches new and updated tasks every day. Admins can also click Fetch New Tasks on the Tasks page to enqueue an immediate background fetch.

Viewing Tasks

The Tasks page lists all tasks. By default it shows only open tasks. Use the filter bar to change:

  • Assignee — filter by employee
  • Client — filter by client
  • Status — open or completed
  • Search — filter by title keyword
  • Completed between — filter completed tasks by completion date

Click a task to see its details, including the linked work logs and the original source link in the external tool.

Tasks Overview

The Tasks Overview page groups active tasks into:

  • In Progress — open tasks with an implementation link
  • Backlog — open assigned tasks without an implementation link

Use the client filter to review one client's active work.

Task Fields

  • Title — the task name as it appears in the external tool
  • Client — determined by the project/team the task belongs to, based on your client mappings
  • Assignee — who the task is assigned to. Defaults to whoever it is assigned to in the external tool; can be overridden internally
  • External assignee — the employee matched from the external tool
  • Status — open or completed, synced from the external tool
  • Completed — set when a task changes to completed
  • Link — direct link to the task or issue in the external tool
  • Implementation link — for Linear tasks, if a pull request or merge request is attached, its URL is shown here
  • Description — the task description from the external tool

Admins can change assignee, client, implementation link, and source details when creating a task. After a task exists, source identifiers and client are locked. Members assigned to a task can update its implementation link.

Syncing a Task

If a task's details are out of date, admins can sync it manually from the task detail page. This pulls the latest data from the external provider for that specific task.

Logging Work on a Task

From the task detail page, you can see all work logs for that task. To log time against a task, create a work log and select the task. See Work Logs.

Removing Tasks

Only admins can delete tasks. Deleting a task also deletes the work logs attached to it, so it should be done only when the task was imported or created incorrectly.