✨(feature) Task Management and Collaborative Tracking

What problem do you want to fix?

Collaboration requires effective coordination. While Docs already supports a simple task management and tracking system using Markdown checkboxes, this feature needs to evolve to handle structured team workloads.

Possible solution?

Prerequisites

To implement this feature, it requires:

• https://github.com/suitenumerique/docs/issues/2687

Task Structure

A task should be represented by a checkbox that can optionally include:

• A short description.
• A user mentions (@username) to assign ownership (though multiple people can be mentioned, single assignment is recommended as a best practice).
• A due date.
• Flexibility: Users can still create simple, unassigned, and undated task lists if needed.
• Automation & Notifications: When a task is checked as complete, the completion date is automatically recorded, and space "watchers" (observers) are notified.

Color-coded status based on due dates:

• Red: Overdue.
• Orange: Due within a week.
• Gray: Completed / Resolved.

Consolidated Views and Dashboards Report Tasks

To streamline tracking, reporting views should be introduced:

• Space-Level Task Report (Macro): A configurable macro or page view that aggregates all tasks across all documents within a Docs space. This can be filtered by specific page trees or labels (e.g., "Meeting Notes"), providing a dynamic dashboard of space-wide actions.
• User Profile Task Dashboard ("My Tasks"): A centralized personal hub for every user aggregating all tasks assigned to them across any document in Docs.

Example Profile Task Dashboard ("My Tasks")

Task Description	Status	Due Date	Document (Page)	Workspace (Top-Level Parent Page)
Finalize the Q3 marketing budget breakdown	To Do	Oct 15, 2026	Q3 Financial Planning	Finance & Operations
Review the updated security compliance guidelines	✅ Done	Sep 10, 2026	Security Policies 2026	Engineering Hub
Draft the onboarding guide for new engineering hires	To Do	Oct 22, 2026	Employee Onboarding	Human Resources
Send the final project proposal to the client	To Do	Sep 20, 2026	Client Deliverables	Client Relations

Create and Assign a Task in page

A task is represented by a checkbox ideally paired with a description, a user mention, and a due date. To do this, simply:

1. Type the shortcut: [] + space, or insert it from the menu.
2. Add a clear description of the task (avoid generic phrasing like "Validate the document" or "Send the email," which are unclear outside the page's context).
3. Assign the task to a user using the mention system (@ + name). Avoid assigning multiple people to the same task; an action should have a single owner.
4. Set a due date using the // shortcut.

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