Tasks
The Tasks module is mizuiro’s tool for the kind of work that doesn’t get done in one sitting. It’s built for assignments that take days or weeks, where you’ll want to check in along the way to see how things are progressing, and where having a record of those conversations will matter later.
- Who can use it: everyone. Managers and supervisors create tasks and log check-ins; the assignee carries out the work and can resolve it themselves when done.
- Where: Sidebar - Tasks.
- Default: on for every new company.
Tasks earn their keep for anything that needs to land on someone’s plate, sit there for a while, and not get forgotten during the wait. The kind of assignment where you’ll want to touch base a week from now, and where you’ll be glad you wrote that down.
Things that fit Tasks well:
- A medium-term project for someone on your team where you expect to check in periodically and want a record of how those conversations went.
- A complex action item from a touchpoint or incident that’s going to take more than an afternoon, where a paper trail matters.
- Any commitment to follow up on that genuinely benefits from separate check-in notes rather than just a done or not-done result.
Things that probably don’t:
- A note to yourself about tomorrow. Use your calendar.
- A quick “take care of this small thing” that comes out of a touchpoint or an incident. Both of those modules include a lightweight action item list of their own, and that’s where this kind of work belongs. Tasks is overkill for it.
WarningDon’t store sensitive personal information in the Detail field. Tasks are visible to the person who assigned them, the assignee, and managers. If you need to track something private about a person, that belongs in the Performance module or in Kikubari, not in a task.
- Go to Sidebar - Tasks.
- Click Add task in the top right.
- Fill in:
- Title: a short description of what needs to happen.
You can mention people with
@nameand topics with#tag, both are searchable later. - Assignee: who is doing the work.
- Due date: required. If you genuinely don’t know yet, set it for two weeks out and adjust later.
- Detail: optional context, links, anything useful for the person doing the work.
- Title: a short description of what needs to happen.
You can mention people with
- Click Save. The assignee gets a notification and the task shows up on their list.
This is the part Tasks exists for: keeping a record of how the work is progressing without having to remember the conversations yourself.
On any open task, you’ll see a Check-in form on the task page. Each check-in becomes a timestamped entry in the task’s activity log. Use it for:
- A summary of a status conversation. “Talked through where they’re stuck; they’ll circle back next week with options.”
- A note that the due date needs adjusting and why.
- Anything you’d otherwise write on a sticky note to remember what was said.
WarningCheck-ins are visible only to managers and supervisors. The assignee doesn’t see the check-in activity log when they open the task. They see the title, instructions, due date, and who assigned it, plus a button to resolve the task. They don’t see your notes about the conversations you had about their work. This is intentional: check-ins are your record of how you’re managing the work, not a public commentary visible to the person being managed.
If the timeline shifts, you can extend a task’s due date without editing the task directly. Open the task and click Extend due date, enter the new date and a brief note explaining the change, then save. The extension is recorded as a timestamped entry in the task’s activity log - so there’s always a clear record of when the deadline moved and why, separate from your regular check-in notes.
The assignee, the person who created the task, and any manager can all resolve a task. It doesn’t require a manager to sign off. When the work is done, the person who did it can close it.
To resolve:
- Click Resolve on the task page.
- Write a closing comment summarizing the outcome.
- Click Resolve task.
The closing comment becomes the final entry in the task’s history.
WarningThe closing comment is visible to everyone who can see the task, including the assignee. Don’t write anything in it you wouldn’t want the assignee to read. If the outcome involved something sensitive, keep the comment factual and short and put the detail somewhere more appropriate.
Worth understanding clearly, because it shapes how you can use check-ins.
When someone opens a task assigned to them, they see:
- The task title, instructions, and due date.
- Who assigned it to them.
- A Resolve button if the task is still open.
They don’t see:
- The check-in activity log.
- Reassignment notes.
- Due-date extension notes.
- Anything written in the management view.
Three things help:
- Search in the top right works on title and detail content.
- Reference number (the
TSK-DDMMMYY-NNNNon every task) pastes anywhere to jump straight there. - Hashtag pages: if you tagged the task with
#bellmodemwhen you created it, every task with that tag is grouped at/hashtags/bellmodem/.
Tasks includes two settings, both at Settings - Tasks.
Who can assign tasks
Controls whether supervisors can create and assign tasks, or whether only managers can. Defaults to both, which fits most teams. Change it to managers only if you want stricter control over what goes onto people’s plates.
Widget colour
Sets the accent colour used on the Tasks dashboard widgets so they’re easy to recognize at a glance. Defaults to mizuiro’s teal. Pick whatever fits your dashboard; the choice doesn’t affect anything beyond the widget headers.
Tasks includes three dashboard widgets. Each shows different content depending on the viewer’s role; the visibility scope is the same one that governs the tasks list itself.
| Widget | Size | Manager sees | Supervisor sees | Employee sees |
|---|---|---|---|---|
| My Open Tasks | 1x1 | Their own open tasks | Their own open tasks | Their own open tasks |
| Overdue Tasks | 1x1 | Count across the whole company | Count for their team | Count for themselves |
| Team Task Health | 2x1 | All assignees with open tasks, grouped by person, overdue items highlighted | Their team’s assignees grouped by person | A flat list of their own open tasks |
All three are on by default for a new company. Each user can choose which ones appear on their dashboard from the Add widget button on the dashboard canvas.
Can my employee see my check-in notes?
No. The check-in activity log is visible only to managers and supervisors. The assignee sees the task itself (title, instructions, due date) and the closing comment when resolved, but not the running commentary between those two points.
Can an employee resolve their own task?
Yes. The assignee, the person who created the task, and any manager can all resolve it. Whoever resolves it writes the closing comment.
Can I assign a task to a contact?
No. Tasks can only be assigned to people in your directory
(managers, supervisors, employees). You can @mention a
contact in the title or detail to reference them.
What happens when an assignee leaves the company?
When you mark someone terminated or retired, mizuiro asks you to reassign their open tasks before completing the status change. You can reassign them one at a time or bulk-reassign them all to one person.
Can I set a task to repeat?
Not yet. Recurring tasks are on the backlog. For now, you can duplicate a resolved task and adjust its due date.