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# Tasks and workflow

> Give tasks to staff, group staff into teams, and track work on the workflow board.

## Tasks

**Menu:** Administration → Tasks & Workflow → Tasks

![Tasks](/_fern-files/_img/e1b1ea640a2d64395dcc2e9fff61339860ba9a550e7ac9b00cc46976c9058118.webp)

The list shows Task, Task No, Team, Workflow, Status, Priority, Due, Assignee and Hours (Logged/Est). Search by title, task number or project, or use **Filters**.

## New task

**Menu:** Administration → Tasks & Workflow → New Task (or **Add Task** on the Tasks list)

![New Task](/_fern-files/_img/69dc2207b0a1120083f219e8b42594740101a06f21a5a7a50ece458f4afc2395.webp)

| Field                     | What to enter                                                                      |
| ------------------------- | ---------------------------------------------------------------------------------- |
| Task Title \*             | For example "Send 5 chains for hallmarking"                                        |
| Status / Priority         | To do / Medium by default                                                          |
| Due Date / Project / Area | When and where                                                                     |
| Team / Assignee           | Who does it                                                                        |
| Estimated Hours           |                                                                                    |
| Recurrence                | One-off, or repeat every period                                                    |
| Workflow Item             | Link the task to a workflow item. The item closes only when all its tasks are done |

Click **Save**.

## Teams

**Menu:** Administration → Tasks & Workflow → Teams

![New Team](/_fern-files/_img/7992c408ac024b49a555ef9009bc4a9d251b4039aeb31cc4cb77ea28574ed4ea.webp)

Click to add a team. Enter **Team Name** \*, **Type** (for example Counter / Sales) and Description, then click **Create**.

## Workflow board

**Menu:** Administration → Tasks & Workflow → Workflow Board

![Workflow board](/_fern-files/_img/e435f2e492b12a2517eef4723d071fba26beca620006dafe4a78487e37e8c1c5.webp)

The board shows items in stages: **Draft**, **In Review**, **Awaiting Approval**, **In Execution** and **Closed**. Click **Add item** to add one.

![Add workflow item](/_fern-files/_img/6ee65772ffcc4eded25f098db55bb1fd1745dc9698f45d26db9357d1372321d0.webp)

Enter Reference, Title, Stage (Draft), Owner and Due in (days), then click **Add to board**. **Add task** adds a task, and **All tasks** opens the task list.