Project Management Overview

The Tasks page is the heart of project management in LaunchBay. It’s where you create tasks, organize them into stages, and set up automations for your client work. As a project moves forward, it gives your team one place to manage internal and client-facing tasks, so collaboration stays smooth, roadblocks are easy to spot, and progress is easy to track.

In this article, we’ll walk through how the Tasks page works, how to switch between the List, Board, and Timeline views, how to move tasks through your workflow, and how to filter tasks to find what needs attention.

List, Board, and Timeline Views

LaunchBay offers three ways to view and manage tasks within a project or template: List View, Board View, and Timeline View. You can switch between them using the toggle in the upper-right corner of the Tasks page.

List and Board views both let you create tasks, and each is designed for a different phase of your workflow, as explained below. Timeline view shows your whole project on a calendar, so you can plan and reschedule by dragging.

Using the List View (Builder View)

The List View is your primary workspace when setting up projects and templates. Here, you can create and organize all of your tasks, group them into stages, and configure automations.

At the top of the List View, you’ll also see a preview of the Project Progress Tracker that will appear to your clients when they visit the “Tasks” page in their client portal.

Using the Board View (Management View)

The Board View is designed for day-to-day task management once a project is live. This view displays your tasks in Kanban-style columns: Draft, Active, Completed, and Archived. You can drag tasks between columns to automatically update their status.

Here’s a breakdown of what each column represents:

• Draft: All tasks start in the Draft column by default until they are sent. Tasks in this column are only visible to your internal team by default—even if they are marked as client-facing. The exception is when "Show draft tasks in client portal" is turned on in project settings. Then client-facing draft tasks appear in the portal with a Draft tag, though clients can't open them.

• Active: Tasks appear in the Active column when they are sent—either manually or via automation. Dragging a task into this column also updates its status to “Active.”

  Note: Tasks with a status of In Review or Incomplete will also appear in this column automatically.

• Completed: When a client or team member marks a task complete, it automatically moves to this column. Dragging a task from another column into the Completed column also updates its status to “Completed.”
• Archived: This column will contain tasks that your team manually archives or archives via automation. Dragging a task into this column updates its status to “Archived” and removes it from the client portal if it was previously visible.

Using the Timeline View

The Timeline View lays out every task in your project on a horizontal calendar, grouped by stage, like a Gantt chart. Each task is a bar showing when it starts, how long it runs, and when it’s due. A blue line marks today, and bars are colored by status.

You change the plan by dragging:

• Move a task: Slide a bar to a new week. Its start and due dates shift together.
• Change the due date: Drag the right end of a bar.
• Change the start date: Drag the left end of a bar.
• Dependent tasks follow: When you push a task later, the tasks that depend on it move too.

Every change saves when you let go, and clicking a bar opens the full task. Tasks without dates show estimated dates based on your stage history and task details, marked with a dashed border. Tasks driven by an automation carry a small lightning bolt.

Switching Between Client and Team Work

Whether you're using the List View or Board View, the three tabs directly above your list of tasks—All, Client, and Team—allow you to filter tasks based on who they're assigned to:

• All Tasks: Shows every task within the project, regardless of whether it's client-facing or internal.
• Client: Displays all tasks visible in the portal

• Team: Shows all internal, private tasks

  

  
  

Filtering Tasks in a Project

To narrow down what you see on a project’s Tasks page, open the filter panel. The Quick Filters at the top work the same way they do on the Task Dashboard:

• Your Tasks: everything assigned to you in this project
• Recent Comments: tasks with new comments, so you can catch up on client replies
• Overdue: tasks past their due date
• Due Soon: tasks coming due, so you can act before they slip

The Assignees filter also includes an Unassigned option, so you can spot tasks nobody owns yet and hand them off before they stall. These filters work alongside the others in the panel, like Assignee Role, so you can combine them to find exactly what you need, such as overdue client tasks.

Using Saved Filters in a Project

Next to Task Filters, click Saved Filters and choose any filter you’ve saved on the Task Dashboard to apply it to this project’s tasks. You still create, edit, and delete saved filters from the Task Dashboard, and any change you make there carries over everywhere you use that filter.