Why can’t I see a task on the Board in Perno Company?

The Board in Perno Company displays tasks based on your project access, task visibility, workflow stages and selected filters. If you cannot find a task, it may still be in Backlog, hidden by a filter or unavailable because of access restrictions. Follow the checks below to identify the cause.

Why can’t I see a task on the Board in Perno Company?

1. Open the correct company and Board

1. Check the Context displayed in the dashboard header.

2. Make sure you are using the correct Perno Company organization.

3. Expand Task management in the left-hand menu.

4. Select Board.

You can also click Open board on the dashboard.

If you belong to more than one organization, make sure the task belongs to the company you are currently viewing.

2. Clear the Board filters

Filters can hide tasks that would otherwise be visible to you. The Board remembers your selected filters when you open a task and then return.

In the Board shown in the screenshots:

1. Check the project and assignee filters above the columns.

2. Select All projects and All assignees, then click Apply filters, or click Clear to reset the filters.

3. Look for the task again.

If additional filters are available in your view, check the company or client, reviewer, priority, due date and search phrase.

Clearing filters displays the tasks available to you. It does not override project access or private-task restrictions.

3. Check whether the task is still in Backlog

Backlog and Board are separate views:

• Tasks in a workflow stage marked as Backlog appear under Task management → Backlog.

• Tasks in other workflow stages appear on the Board, subject to access rules and filters.

To check Backlog:

1. Expand Task management.

2. Select Backlog.

3. Find the missing task.

If the task is ready to enter the active workflow and you have permission to move it:

1. Select the checkbox next to the task.

2. Choose the appropriate non-Backlog stage from the dropdown beside Move selected.

3. Click Move selected.

4. Return to Board and check the corresponding column.

4. Verify your project membership

Most users can see only tasks belonging to projects to which they have been added. Being assigned directly to a task may not be enough if you do not have access to its project.

Ask an account owner, company administrator, project manager or sales manager to check your membership:

1. Expand CRM in the left-hand menu.

2. Select Projects.

3. Find the relevant project.

4. Click Edit next to the project.

5. In the Edit project form, locate Members.

6. Search for your name or email address and select your account.

7. Click Save project.

Return to the Board and check again.

Account owners and company administrators can see non-private tasks from every project without being added as project members.

5. Check whether the task is private

Private tasks are visible only to their creator.

If another person created a private task, you cannot see it even if:

• you are a member of its project;

• you are assigned as its assignee or reviewer;

• you are an account owner or company administrator.

Ask the task creator to confirm whether the task is private. Project membership and administrative permissions do not override this restriction.

6. Verify the project’s status

Task and project selectors generally show only active projects. Tasks belonging to completed, cancelled or archived projects may not appear in the regular Board workflow.

To check the project:

1. Go to CRM → Projects.

2. Set the Status filter to All statuses and click Apply filters.

3. Find the project and check its displayed status.

4. If you have permission, click Edit to inspect the Status field.

If the project is no longer active, ask the project manager whether its status is correct before changing it.

7. Check how “Assigned to me” applies

If you use Assigned to me, a task appears when:

• you are its assignee; or

• you are its reviewer and its current workflow stage is marked as a review stage.

If you are only the reviewer and the task has not reached a review stage, it will not appear under Assigned to me yet.

Clear this filter to check the wider set of tasks available to you. If necessary, ask a manager to verify the task’s assignee, reviewer and workflow stage.

8. Check when the task was completed

The Done column shows recently completed tasks. Tasks that have been in a completed stage for more than one week are hidden from the Board to keep it manageable.

This does not mean the task has been deleted. It may still be available through its project or other task views.

9. Confirm that your company access is active

Your membership in the organization must be active. If your access has been deactivated or you have not accepted the invitation, you may be unable to access the company’s projects and tasks.

Ask an account owner or company administrator to:

1. Open Colleagues.

2. Find your account.

3. Check your membership status.

4. Confirm whether your invitation has been accepted and your access is active.

10. Confirm that the task still exists

The task may have been deleted by its creator or an authorized manager. In that case, a saved link or a link from an earlier email notification may no longer work.

Ask the project manager or task creator to confirm whether the task still exists.

11. Contact your administrator if the task is still missing

Send your company administrator:

• the task title or direct link;

• the project name;

• your Perno email address;

• the filters currently selected on the Board;

• whether you are the assignee, reviewer or a project member.

Include a screenshot of the Board and its filters to help them check your access, task visibility and workflow configuration.