Trix Tasks
How it works

Understand the workflow in 2 minutes

A quick tour of how tasks move from creation to closure — using Canvas (cards), Table View, standard Insights, and Smart AI Insights.

Team leader adds a task

Enter the title and description, attach files if needed, then send.

Team member receives it on the Canvas

The task appears as a card on the member’s board, ready to work on.

After finishing the job

The member can attach files and add a comment, then sends Request to Close to the team leader.

Leader reviews and decides

The leader approves or rejects the closure with a comment. Approved tasks are marked done and reflected in Insights.