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ERPX Documentation — Your complete guide to the ERPX platform

Tasks

Go to: Projects → Task

Tasks are the individual units of work within a project. They can be assigned to team members, prioritized, and tracked to completion.

Creating a Task

Navigate to Projects → Task and click New, or add tasks directly from within a project.

FieldDescription
Task NameBrief description of the work
ProjectThe parent project
Task TypeCategory of work (e.g., Development, Review)
Assigned ToTeam member responsible for completing the task
PriorityLow / Medium / High / Critical
Expected StartPlanned start date
Expected EndPlanned completion date
StatusOpen / Working / Pending Review / Completed

Task Dependencies

Tasks can be linked with dependencies — a task won’t show as available until its predecessors are complete.

Task Types

Go to: Projects → Task Type

Define custom task types to categorize work:

Examples
Development
Design
Testing / QA
Documentation
Client Review
Meeting

Delayed Tasks

Go to: Projects → Delayed Tasks

A list of all tasks where the expected end date has passed and the task is not yet completed. Use this report for daily standup reviews and project health checks.