Task
A task to attach to any data document
By
AnyDB
The AnyDB Task template provides a flexible and lightweight framework for attaching action items to any record within the system. It is designed to support follow-ups, reminders, or discrete to-dos across templates—such as projects, clients, employees, or SOPs—without the need for complex task management software.
Suitable for
Description
This template captures the essentials of a task: description, priority, status, creation and follow-up dates, and a dynamic badge-driven summary. It is built to be embedded or attached to other templates, helping teams track what needs to happen and when—within the context of existing work.
Users can type a task summary, select a Priority (e.g., Urgent, High, Medium, Low), and track its Status (Open or Closed). A Follow-Up Date is automatically linked to the parent document's follow-up field, and the task's creation time is recorded for audit purposes.
Two visual badges appear in dashboards:
- Status Badge – Color-coded as Open (pink) or Closed (green)
- Priority Badge – Color-coded based on urgency (red = Urgent, yellow = Medium, etc.)
Key Data Stored
- Task Description – Freeform text field
- Priority Level – Dropdown: Urgent, High, Medium, Low, None
- Status – Open or Closed (locked once controlled via parent)
- Created Date – Timestamp of task creation
- Follow-Up Date – Synced to parent item’s due date
- Badges – Status and Priority for quick filtering in dashboards
- Integration Ready – Lightweight and embeddable within any parent record
Business Use Cases
- Project Management – Attach tasks to deliverables, updates, or timelines
- Client Follow-Ups – Create next-step tasks during sales or support cycles
- Employee Reviews – Log coaching or improvement actions
- Compliance & Audit – Track mandatory follow-ups linked to risks or incidents
- SOP Execution – Log actions arising from checklists or procedural reviews
Why This Template is Powerful
- Ultra Lightweight – Designed to be embeddable and reusable across workflows
- Visual Indicators – Badges make priority and status immediately scannable
- Linked to Parent Items – Ensures tasks remain in the context of the work
- No Overhead – Use alongside existing templates without introducing friction
- Customizable – Expandable to include assignees, categories, or dependencies
This task template provides just the right amount of structure to turn intentions into actions—without overwhelming the workflow.