How to create a task in Workspace

Track follow-ups, ordering jobs, and admin work in a Kanban board attached to your store.

3 min read

Workspace is LunixPOS's built-in board for the work that isn't a sale or a repair. Tasks live on a Kanban with three default columns — To Do, Doing, Completed — and you can add more.

  1. 1

    Open Team Hub → Workspace

    From the sidebar, expand Team Hub and click Workspace. Tabs at the top let you switch between Tasks and CRM.

  2. 2

    Make sure Tasks is selected

    The Tasks tab shows your task boards. The default board has three columns: To Do, Doing, Completed.

  3. 3

    Click the "+" button on any column

    A "+ New Task" button on each column adds a task directly into that stage. You can also use the global add button at the top.

  4. 4

    Fill in the task details

    Required:

    • Task Title — up to 100 characters
    • Stage — which column this task should land in
  5. 5

    Add optional details

    Assignee (any team member), Due Date (no past dates), Priority (Low / Medium / High / Urgent), Description (up to 100 characters), and Media (image or file attachments).

  6. 6

    Save

    The task appears at the top of its column. Drag it across columns as work progresses — moving a task to Completed marks it done.

Pro tips

  • Boards are not shared by stage — you can create separate boards for different teams (e.g. 'Bench techs', 'Front counter'). Use 'Add Board' to set up new boards with custom stages.

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