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How add tasks and monitor the Timeline

A step by step guide to add tasks and monitor the Timeline.

Perno Company lets you create tasks, assign responsibility, and set deadlines. Once a task has an assignee and a due date, you can monitor its deadline in the member task timeline alongside other tasks visible to you.

How to create a task and monitor the timeline in Perno Company

  1. Select Perno Company.
    Open the Context menu in the top-right corner and select Perno Company.

  1. Open the task creation form.
    Go to Dashboard and click + Create task in the top-right corner.

  1. Choose the client and project.
    In Client, search for and select the relevant company. Select the client first to load its projects, then choose the appropriate Project.

  2. Complete the task details.
    Fields marked with an asterisk (*) are required.

Field

What to enter or select

Title*

Enter a clear name describing the task.

Description

Add context, instructions, or supporting details.

Effect/output*

Describe the expected result or deliverable.

Status*

Select the task’s current workflow status. The screenshot shows Backlog.

Assignee

Select the person responsible for completing the task.

Reviewer

Select a person to review the work, if needed.

Priority*

Choose the task’s priority. The screenshot shows Normal.

Visibility*

Choose the appropriate visibility. The form states that private tasks are visible only to their creator.

Due date

Enter the deadline or select it using the calendar icon.

  1. To include the task in a member’s timeline, set both an Assignee and a Due date. The timeline displays assigned tasks with due dates that you have permission to see.

  2. Save the task.
    Click Save task at the bottom of the form. To leave without saving, click Cancel.

  1. Open the roadmap.
    In the left-hand menu, expand Task management and select Roadmap. The page has two tabs:

Tab

What it shows

Project roadmap

Scheduled projects displayed as bars between their start and target end dates, with project information and task counts.

Member tasks

Tasks assigned to a selected colleague, displayed by their due dates.

  1. Display a member’s task timeline.
    Select Member tasks. In the Member field, choose the colleague whose tasks you want to review, then click Show timeline.

  2. Read the timeline.
    Each task row shows its title, project, status, and due date. A blue flag marks the deadline on the timeline, while the red Today line marks the current date. Compare these positions to see how close a deadline is.
    In the example shown, the task Test has the status Backlog and a due date of October 15, 2026.

  1. Monitor the task summary.
    Review the three summary cards above the timeline:

Card

What it shows

Tasks with due dates

The number of tasks included in the selected member’s timeline.

Overdue

The number of overdue tasks.

Completed

The number of completed tasks.

  1. To review another colleague’s deadlines, change the Member selection and click Show timeline again.

If a task does not appear, check that it has a due date, is assigned to the selected member, and is visible to you. Private tasks are visible only to their creator.

Ready to put this knowledge into practice?

Create your Perno workspace and turn these instructions into a working process for your business.