WHY USE TASKS IN QONDOR
Managing projects often involves juggling multiple tasks and deadlines. Qondor’s Task Manager helps you stay organised, meet deadlines, and maintain a clear overview of responsibilities throughout your projects. Here's how it supports efficient project execution:
✅ Centralise Task Management
Keep everything in one place — Qondor — where you already manage your projects. No need for external tools or notes scattered across platforms.
📅 Stay on Top of Deadlines
Avoid missed opportunities and unnecessary costs by ensuring you:
Don’t lose out on potential sales.
Follow up on supplier deadlines for reserved allotments.
Stay on schedule for invoicing or free allotment releases.
📌 Full Task Functionality at Your Fingertips
Create and manage tasks: Add, categorise, edit, complete, or delete tasks — all directly within Qondor.
Assign tasks: Delegate responsibilities by assigning tasks to specific colleagues.
Track task ownership: View your own tasks, those of your team, or individual colleagues for better visibility and planning.
🧑💼 Support Project Accountability
Add tasks to a specific project or as general reminders.
All project participants can view task history, improving transparency and project control.
⏰ Get Smart Reminders
Receive one daily email reminder with all tasks due that day — keeping your inbox clean and your focus sharp. You’ll only receive reminders for your own tasks.
HOW TO ADD TASKS
Add tasks per project
Click the Task icon in the main menu.
2. Add the task name and due date.
If you're in an active project, the task links automatically.
3. Click Save — and you're done!
Add More Details with Advanced Fields
Click “Show advanced fields” to reveal additional options:
Description: Add details about the task.
Visibility: Keep it private or visible to other Project Managers.
Status: Set it as To do, In progress, or Complete.
Assignee: Change from yourself to a colleague.
Project: Link to a specific project.
Customer: Attach to a related customer.
Create Project templates to standardise tasks
Superusers using Project templates can create templates to standardise projects. If you have common tasks that need to be completed per project, then it is a good idea to include these tasks in your templates. When Project managers copy the project template, the tasks will also follow. This way Project managers don't need to create the tasks again and it prevents important tasks from being forgotten about.
Tasks are only copied over into a new project if the project is created from a project template with tasks. Tasks are not copied if the project is copied from an existing project.
Example Tasks to Include in Templates:
Offer: Follow up on offer option date
Suppliers: Confirm/release bookings
Invoicing: Send deposit or final invoice
Name reporting deadline
Customer evaluation
Finalise and close project
Add these in the same way as above, but in a project template.
Important Notes:
Due date is left empty
Assignee is the main Project Manager
Only tasks marked “To do” are copied
Created by and Created at fields reflect the new project details
💡 Tip: Establish an internal routine to ensure Project Managers update due dates after copying a template.
🛎️ TASK REMINDERS
You'll receive a daily email with all tasks due that day.
Overdue tasks are not included in reminders.
Click the task link to go directly to it, or the project link to open the project page.
VIEW TASKS
View tasks from anywhere in Qondor
Click the Tasks icon at the top of the page in Qondor, and a slide-in window will appear displaying tasks that are overdue or due in the next 7 days.
View tasks within a project
When opening the Task-slide in window inside a project, an automatic project filter is applied and only tasks that belong to that project will be visible. 👇
View Task list
Task view
Click "Task list" to access this; here you will see your tasks.
The Task list provides an overview of all upcoming, overdue, in progress and completed tasks, both for the logged in user and across teams and projects.
You can filter the page to view exactly what you are looking for:
The default view shows only your tasks, but you can toggle the "Yes/No" button next to "Only my tasks" to view yours and your colleagues' tasks.
Filter by "Due date" to prioritize tasks based on deadlines.
Under "Assignee" choose to view another colleague's tasks.
Project and Customer filters lists all projects and customers with tasks, so you can select which project or customer you want to view tasks for from the "Project" or "Customer" dropdown.
🔁You can also reset your filter by clicking "Reset" to the right.
If you access the list from a specific project, only tasks connected to that project will be displayed.
👥 COLLEAGUE'S TASKS
Assign to a Colleague
By default, tasks are assigned to you. To assign to someone else:
Click “Show advanced fields”
Type their name in the “Assignee” field and select
🔔 The assignee will be notified in Qondor.
View a Colleague's Tasks
In the Task List, use the “Assignee” filter, select “Custom”, and choose one or more team members. Click Apply filter to view their tasks.
CONNECT A TASK TO A SPECIFIC PROJECT
When inside a project, newly created tasks are automatically linked.
To change or manually assign to another project:
Start typing the project name or number in the Project field and select from the dropdown 👇
VIEW AND CHANGE STATUS ON TASKS
Change a task to in progress or completed
When creating a task the default status is To do. To change the task status to reflect where you are in the process, simply use drag & drop to move the task from the To do column to the In progress or Completed column.
View Completed tasks
Tasks completed less than 14 days ago will be displayed by default in the "Completed" task column. Task manager filters out tasks that are completed more than 14 days ago, and archives these tasks.
To view the archived tasks simply click the "Include archived tasks" as shown below. When you press this, the completed column will display all your archived tasks, as well as tasks completed less than 14 days ago. ⤵
EDIT OR DELETE A TASK
Edit: In the task list, click the task you want to edit, and a dialog will appear. Make your changes and remember to save them.
Delete: In the task list, click the task you want to delete, and a dialog will appear. Scroll down, click the delete icon at the bottom right. You will need to confirm the deletion when prompted.
TIPS
💡 Categorise tasks with colours
Assign colour codes when creating tasks to visually group and prioritise.
Example colour scheme:
Red = Urgent/deadline
Blue = Name reporting
Green = Invoicing
Align colour use with your office’s task categorisation rules.
💡 Automatic creation of a follow up task once an offer is sent
The send offer dialog contains an option to create a task to follow up on an offer that is being sent. Check the checkbox Create reminder task with due date and a task will automatically be created. Project managers can select which date to receive the email reminder on from here.
📌 The reminder will be received along with any other tasks due on that date. The task will contain the following information:
Task name: "Follow up on offer sent (OfferSentDate)"
Description: Mirrors Supplier email task
Assignee: The Project Manager
Due Date: Chosen by the user
Project: The one associated with the offer