Core Features
Tasks & Workspace
Last updated: 8 Sep 2026
Every drawing has a linked task on the Kanban board. You can also create standalone general tasks — for follow-ups, coordination items, site actions, or any work that isn't tied to a specific drawing. The Workspace page is where all of that work comes together across projects.
Task types
| Type | Created from | Review gate for Done | Reference format |
|---|---|---|---|
| Drawing task | Automatically when a drawing is created | Required by default (can be disabled per project) | Same as drawing: RV01-FLP-005 |
| General task | Manually via + Add work → General, or from site visit follow-ups, meeting notes | Not required (review is optional) | RV01-TSK-007 |
The Workspace page
The Workspace page (Workspace in the nav) is the sprint board: drawing tasks, general tasks, open vendor requests, and pending reviews. Sprint and assignee sit on the bar. The board opens on the current sprint (or a project sprint, if the firm plans per project). Choose All work to see items that are not in a sprint.
Sprint and assignee stay on the bar. More filters (project, type, status, deadline) sit under Filters. Views stay in the URL so you can bookmark a board and share it with the team.
Kanban board
The board has six execution columns:
| Column | What it means |
|---|---|
| To-Do | Not started. Unscheduled work sits here without an In-sprint badge; work in the current sprint shows the green badge. |
| In-Progress | Actively being worked on. |
| Blocked | Cannot proceed — waiting on something outside the assignee's control. Often set automatically by the dependency system. |
| On-Hold | Deliberately paused to prioritise something else. Requires a reason. |
| In-Review | Submitted for review. Moving here opens Send for review so you can pick reviewers. |
| Done | Complete. Drawing tasks require an approved review before reaching Done (unless disabled). A project can also require a Vault file on the task. |
Moving a task to On Hold
When a task is moved to On Hold, Beech requires a written reason before the move completes. This reason, the timestamp, and who made the decision are permanently recorded in the task's status history. This is the "defensible record" — if someone later asks why a task wasn't delivered on time, open the task history and the full hold/resume trail is there, copyable as a summary with one click.
Blocked vs On Hold
These look similar but mean different things:
- Blocked — something external is in the way (vendor hasn't delivered, a dependency isn't resolved, waiting on client feedback). Often set automatically by Beech. The assignee did not choose this state.
- On Hold — a deliberate human decision to pause this task and work on something else. Always set manually. Always requires a written reason.
Task detail panel
Click any task card on the board or any row in the list to open the task detail panel on the right side. The panel shows:
- Reference number, type badge, and title
- Status dropdown (with Send for review picker if moving to In-Review)
- Assignee (searchable)
- For drawing tasks: drawing number, section, dependencies, review cycle checklist, linked Vault files and latest version download
- Linked Vault files (attach from the project Vault — upload happens in Vault, not on this panel)
- Comments thread
- Activity tab (status history and related events for this item)
- Time logged on this task
- Add to sprint (Managers)
Creating general tasks
Create a general task from:
- The project Work tab → + Add work → General
- The Workspace page → Add work button in the header
- A site visit — convert a follow-up action to a task with one click
- A meeting note — click + Create task on any meeting note card
Assigning work (Contributors)
Contributors can create projects, drawings, and general tasks, and can assign that work to any active member of the project. The same applies to subtasks, vendor requests, and review requests. Assignees must already be on the project team — Contributors cannot add people to a project. Contributors cannot delete projects or tasks.
Deleting tasks
Admins and Managers can delete tasks. Open the task detail panel and click the three-dot menu (⋯) in the panel header — "Delete task" is in that menu. A confirmation is always shown before deletion. For drawing tasks, deleting the task removes it from the board but the drawing itself remains in the project. Contributors cannot delete tasks.
Filtering the board by assignee or project
The board has a person filter chip row below the filters bar — click a team member's name to see only their cards across all columns. Combine with the project filter to see one person's work on one project.