What this guide covers
NidusCore tasks track actionable work at the business level (Tasks hub) or project level (project Tasks tab). Both share statuses, assignees, and calendar integration.
Tasks hub
Open Tasks from the sidebar (/app/tasks).
The hub organizes work into views such as:
- Associated tasks — linked to projects, estimates, or media requests
- Unassociated tasks — internal to-dos without a parent record
- Personal tasks — private to the current user (when enabled)
- Invoicing tasks — accounting follow-ups (when your role includes them)
Task statuses
| Status | Meaning |
|---|---|
| To do | Not started |
| In progress | Actively being worked |
| In review | Awaiting review or approval |
| Done | Completed |
| Cancelled | No longer needed |
Task drawer
Click a task row to open the detail drawer. From there you can edit title, description, status, priority, due dates, assignees, teams, comments, and calendar visibility.
Deep links from notifications use hybrid refs in the URL (?task=TSK-1042--<uuid>).
Project tasks tab
On a project, open the Tasks tab to see tasks where associated_type = project for that job.
Creating a task here automatically associates it with the current project. Tasks can optionally be visible to the client on the client portal when your workflow allows.
Permissions
Task permissions are split into Associated and Unassociated view/edit levels in role settings. Users with view own / edit own see and edit tasks they created, were ever assigned to (including via team), or were @mentioned on. View all / edit all applies business-wide. Basic-role users typically see only their own scope; Owner/Admin see the full hub.