Tasks & Surveys

The Tasks page centralizes all pending work items in one place. It has two tabs: My Todos and My Surveys.

My Todos

Todos are tasks assigned to you or created by you. They can be linked to specific cards or standalone.

Filtering

Use the status tabs to filter:

• Open — Tasks still pending or in progress
• Done — Completed tasks
• All — Everything

Managing Todos

• Quick toggle — Click the checkbox to mark a todo as done (or reopen it)
• Card link — If a todo is linked to a card, click the card name to navigate to its detail page
• System todos — Some todos are auto-generated by the system (e.g., "Respond to survey for Card X"). These include a direct link to the relevant action

Creating Todos

You can create todos from two places:

1. From this page — Click + New Todo, enter a title, optionally set an assignee, due date, and link to a card
2. From a card's Todos tab — Create a todo that is automatically linked to that card

Each todo tracks:

Field	Description
Title	What needs to be done
Status	Open or Done
Assignee	The user responsible
Due date	Optional deadline
Card	The linked card (optional)

My Surveys

The Surveys tab shows all data-maintenance surveys that need your response. Surveys are created by administrators to collect information from stakeholders about specific cards (see Surveys Administration).

Each pending survey shows:

• The survey name and target card
• A Respond button that navigates to the response form

The survey response form presents questions configured by the admin. Your answers may automatically update card attributes, depending on how the survey was configured.