Commandix guide

Tasks

Tasks are the execution layer of Commandix. They can stand alone, belong to goals, belong to projects, belong to deals, become subtasks, recur on a cadence, depend on other tasks, and feed the flow analytics.

Last updated July 8, 2026

My Tasks shows personal work with status, priority, progress, recurrence, subtasks, dependencies, and calendar options.
My Tasks shows personal work with status, priority, progress, recurrence, subtasks, dependencies, and calendar options.

How to create a task

  1. Open My Tasks for personal work, or Tasks for manager/team work.
  2. Select New Task.
  3. Enter a clear title. Add a description if the task needs context, acceptance criteria, links, or instructions.
  4. Choose an assignee or a department. A department-only task enters the team queue until someone claims or receives it.
  5. Set priority, status, start date, and due date.
  6. Optionally link the task to a goal or project. If linked to a goal, set the goal contribution weight.
  7. Set TOC fields: work type, estimated hours, aggressive estimate, safe estimate, and rework flag.
  8. Add recurrence, subtasks, and dependencies if needed.
  9. Select Create. The task appears in the relevant board, list, calendar, project, goal, unit, and analytics views.

Task options reference

OptionValuesUse it when
TitleRequired textThe task needs a short outcome-oriented name.
DescriptionOptional textThe assignee needs background, links, requirements, or decisions.
StatusPLANNED, ACTIVE, BLOCKED, DONE, CANCELLEDYou need to show work state and feed throughput analytics.
PriorityP1, P2, P3, P4You need ordering across the work queue. P1 is highest priority.
AssigneePerson or emptyA specific person owns the work. Empty assignee plus department creates team-queue work.
DepartmentAny available unitThe work belongs to a team, even if no person owns it yet.
Start dateDateThe task should not start before a given point.
Due dateDateThe task has a commitment date or calendar placement.
GoalAny visible goalThe task contributes directly to a strategic or unit goal.
Goal weight1 to 20 in the UIThe task should count more or less toward goal progress.
ProjectAny visible projectThe task belongs to a project board, timeline, or dependency graph.
Work typeBusiness Project, Internal Project, Operational Change, Unplanned WorkYou want analytics to show the type of demand hitting the system.
ReworkOn or offThe task fixes previous work or a failure. This helps identify quality and process problems.
Estimated hoursNumberYou want workload, throughput, and capacity analysis to be more accurate.
Aggressive estimateHoursThe optimistic Critical Chain estimate, roughly the focused best-case duration.
Safe estimateHoursThe conservative Critical Chain estimate. Commandix calculates buffer as half the difference.
Blocked reasonText, shown for BLOCKED tasksYou need the system to know why work is stuck and who or what is blocking it.
Recurring typeNone, Weekly, Monthly, CustomThe same task should repeat after completion.
Custom recurrence days1 to 365 daysThe task repeats on a non-weekly/non-monthly cycle.

How to create subtasks

While creating a task

  1. Open New Task.
  2. Scroll to the Subtasks section.
  3. Type a subtask title and add it to the list.
  4. Repeat for each subtask.
  5. Create the task. Commandix creates the parent task first, then creates each subtask under it.

After a task already exists

  1. Open the task detail modal.
  2. Find the Subtasks section.
  3. Type the subtask title and add it.
  4. Use the status toggle to mark a subtask done or active.
  5. Select a subtask to view or edit its details.
Team task board with status columns and work flowing from planned to done.
Team task board with status columns and work flowing from planned to done.

How recurring tasks work

Commandix currently supports recurrence on parent or standalone tasks, not on subtasks. Recurrence options are None, Weekly, Monthly, and Custom. Custom uses a day interval.

  1. Create or open a parent task.
  2. Set Recurring to Weekly, Monthly, or Custom.
  3. If Custom, enter the number of days between repetitions.
  4. Save the task. When recurrence automation creates the next occurrence, the task cadence stays attached to the parent task definition.

How to add dependencies

  1. Create or open the successor task: the task that must wait.
  2. Open Dependencies.
  3. Select the predecessor task: the task that must finish first.
  4. Optionally set feeding buffer hours when the dependency protects a critical chain junction.
  5. Save the dependency. The project dependency graph will use it when the task belongs to a project.

Comments and attachments

How to comment on a task

  1. Open the task detail modal.
  2. Find the Comments section.
  3. Write the update, decision, blocker note, or handoff context.
  4. Add the comment. The newest comments stay attached to the task history.
  5. Delete a comment only when it was added by mistake and you have permission to remove it.

How attachments work

  1. Open a task from My Tasks or the relevant task view.
  2. Review the Attachments section for linked files and their sizes.
  3. Select an attachment to open or download it.
  4. File access is tenant-isolated and checked against task permissions.
  5. The upload backend supports allowed MIME types up to 10 MB per attachment.

How to block task time on a calendar

  1. Open a task with a due date.
  2. Select Add to Calendar.
  3. If Microsoft 365 calendar is not connected, connect it first.
  4. Choose all-day event or block time.
  5. For block time, set start time and duration. Commandix shows the calculated end time before saving.
  6. Remove the calendar event later from the same task detail view.

Task views

Kanban

Drag tasks across Planned, Active, Blocked, and Done. Best for managing flow.

List

Scan many tasks with filters. Best for sorting, auditing, and manager review.

Calendar

View tasks by due date in a month layout. Best for deadlines and scheduling.

My Tasks

Personal task list with progress stats, create task modal, recurrence, subtasks, dependencies, and calendar push.

Team Tasks

Manager view for work across visible units, with filters by date, unit, status, priority, and search.