> ## Documentation Index > Fetch the complete documentation index at: https://docs.keystn.com/llms.txt > Use this file to discover all available pages before exploring further. # Task Management Overview > An overview of Keystone task management — how to track work items, assign responsibility, enforce deadlines, and automate repeating obligations. Task list ## Why task management matters in mortgage operations Mortgage companies juggle a constant stream of operational, compliance, and administrative work that goes beyond individual loan files. Examples include: * **Compliance deadlines** -- Quarterly HMDA reporting, annual BSA/AML reviews, policy update cycles. * **Employee onboarding** -- License verification, system access provisioning, training completion tracking. * **Employee offboarding** -- Revoking access, transferring pipeline, collecting equipment. * **Licensing** -- State license renewals, continuing education tracking, NMLS updates. * **IT and HR** -- Equipment requests, benefits enrollment, performance reviews. * **Recurring audits** -- Monthly QC file reviews, branch compliance checks, investor document audits. Without a centralized system, these tasks scatter across email threads, spreadsheets, and sticky notes. Keystone consolidates them into a single dashboard with clear ownership, priority, and due dates. *** ## Key concepts ### Tasks A task is a single unit of work with a title, description, and a set of properties that track its lifecycle: | Property | Description | | --------------- | ---------------------------------------------------------- | | **Title** | A short, descriptive name for the task | | **Description** | Optional longer explanation of what needs to be done | | **Status** | Current state: To Do, In Progress, Completed, or Cancelled | | **Priority** | Urgency level: Low, Medium, High, or Urgent | | **Due Date** | When the task should be completed | | **Assignee** | The employee responsible for completing the task | | **Category** | An organizational label (e.g., Compliance, Onboarding, HR) | | **Subtasks** | Child tasks that break the work into smaller steps | | **Comments** | A threaded discussion attached to the task | ### Categories Categories are labels that group tasks by function or department. Keystone ships with a set of default categories: * Compliance * Onboarding * Offboarding * Licensing * HR * IT * General Categories are managed by your company administrator. *** ## Task dashboard The task dashboard provides an at-a-glance view of your company's task workload. It displays four key metrics: | Metric | Description | | ----------------------- | ------------------------------------------------------------ | | **Overdue** | Tasks with a due date in the past that are not yet completed | | **Due Today** | Tasks due today that are still open | | **In Progress** | Tasks currently being worked on | | **Completed This Week** | Tasks completed since the start of the current week | Below the metrics, a filterable task table shows all top-level tasks. You can filter by status, priority, assignee, category, and due date range. A search bar lets you find tasks by title or description. *** ## Task statuses Tasks move through a lifecycle represented by four statuses: | Status | Badge Color | Meaning | | --------------- | ----------- | ----------------------------------------------------------------------------- | | **To Do** | Gray | The task has been created but work has not started | | **In Progress** | Blue | Work is actively underway | | **Completed** | Green | The task has been finished. A completion timestamp is recorded automatically. | | **Cancelled** | Muted | The task was cancelled and no longer needs to be done | ### Status transitions You can change a task's status at any time by editing the task or using quick-action controls. When a task is marked as Completed, Keystone records the completion timestamp. If the status is changed back to To Do or In Progress, the completion timestamp is cleared. *** ## Task priorities Priority levels indicate urgency and are displayed as color-coded badges throughout the interface: | Priority | Badge Color | Suggested use | | ---------- | ------------- | ---------------------------------------------- | | **Low** | Gray | Nice-to-have tasks, no time pressure | | **Medium** | Blue | Standard tasks with normal deadlines (default) | | **High** | Yellow/Orange | Important tasks that should be addressed soon | | **Urgent** | Red | Critical tasks that need immediate attention | ***