> ## Documentation Index
> Fetch the complete documentation index at: https://docs.amdital.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Work Module (Inbox, Tasks, Projects)

> Inbox, tasks, projects, sprints, resource planning, and team collaboration.

### Overview

Work is a meta-module bundling everything a team uses to plan and execute: a unified **Inbox**,
**Tasks** (with board/list/timeline/calendar views), **Projects** (with sprints, milestones,
Gantt timeline, budgets, and files), and a cross-project **resource planner**. It depends on
Calendar for task/milestone dates, Time for timesheets and timers, Reports for project analytics,
AI for insight generation, and Docs for project-level documentation.

### Where to find it

| Area | Route |
| - | - |
| Inbox (all/mentions/unread/starred/snoozed/archived) | `/inbox`, `/inbox?filter=...` |
| Tasks (board/list/timeline/calendar) | `/tasks`, `/tasks?layout=...` |
| Backlog / recurring / approvals / workload | `/tasks/backlog`, `/tasks/recurring`, `/tasks/approvals`, `/tasks/workload` |
| Projects (list, per-project detail) | `/projects`, `/projects/[id]` |
| Sprints, milestones, timeline | `/projects/[id]/sprints`, `/projects/[id]/milestones`, `/projects/[id]/timeline` |
| Financials, profitability, AI insights | `/projects/[id]/financials`, `/projects/[id]/profitability`, `/projects/[id]/ai-insights` |
| Cross-project sprints / resource planner | `/sprints`, `/projects/resources` |

### Core workflows

#### Create a task

1. Open **Tasks** and start a new task. Required: **Title**.
2. Set **Assignee** (a real workspace member picker, or leave unassigned), **Status** (workspace's
   configured statuses, defaulting to Backlog · To do · In progress · In review · QA · Done ·
   Cancelled · Archived), **Priority**, and **Type** — all configurable per workspace.
3. Optional: due/start dates, recurrence (daily/weekly/monthly/yearly), labels, a parent task
   (for sub-tasks), attachments, and **Visibility** — Public · Restricted members · Client
   visible · Internal only.
4. Switch between **Board**, **List**, **Timeline**, and **Calendar** layouts on the Tasks page
   to work the same data differently.

#### Run a project

1. Create a project from **Projects** — the creator becomes project lead.
2. Inside a project: build the **Sprints** backlog, track **Milestones**, view the **Timeline**
   (Gantt), assign **Team** members and roles, and log **Financials**/**Profitability**.
3. **AI Insights** (`/projects/[id]/ai-insights`) surfaces AI-assisted analysis for the project.
4. Only the project lead or a workspace admin/owner can update project settings or add members;
   any workspace member can read project data.

#### Triage the Inbox

* Filter by **mentions**, **assigned to me**, **unread**, **starred**, **snoozed**, or
  **comments** to work through notifications without leaving the Work module.

### Permissions

| Area | Who |
| - | - |
| Tasks — read | All workspace members |
| Tasks — create | Employee role and above |
| Tasks — delete | Manager and above |
| Projects — create | Any workspace member (becomes project lead) |
| Projects — update / add member | Project lead, or workspace admin/owner |

### Known limitations

* Cross-project **Sprints** and **Resource Planner** views aggregate live project data — if a
  project has no sprints or members configured yet, those views will be empty rather than
  showing placeholder data.


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