Tasks & projects overview
The task tracker is where work gets organized and moved forward in BridgeApp. You group work into projects, capture each piece of work as a task, and watch tasks travel through a workflow from “not started” to “done.” Along the way you can see your work as a board or a list, link related items together, and hand tasks to teammates — including AI agents.
If you’ve used a tool like Jira, Linear, Asana, or Trello, the ideas here will feel familiar. The difference is that everything lives next to your chats, documents, and data, so a conversation can become a task and a task can link to the page that plans it — without leaving BridgeApp.
The pieces at a glance
Section titled “The pieces at a glance”| Piece | What it is | Learn more |
|---|---|---|
| Project | A home for a team or initiative that holds related tasks and settings | Projects |
| Task | A single unit of work — a feature, a bug, an idea, a to-do | Tasks |
| Task type | A template (Bug, Feature, …) that shapes a task’s fields | Task types |
| Workflow & status | The states a task moves through, and the allowed moves | Workflows & statuses |
| Views | Board, list, and backlog ways of seeing your work | Views |
| Custom fields | Extra fields you define to capture your own details | Custom fields |
| Relations & subtasks | Links between tasks, and breaking work into smaller pieces | Relations & subtasks |
A typical day
Section titled “A typical day”A project might start the morning with a board full of cards. You drag a card from In Progress to In Review, @mention a teammate to take a look, and add a checklist of subtasks to the big one you’re about to start. An automation quietly creates a task whenever a customer files a request, and an agent you assigned writes a first-draft summary in the comments. Nobody had to copy anything between tools.
Where to start
Section titled “Where to start”- New to BridgeApp planning? Begin with Projects, then Tasks.
- Want the mental model first? Read Workflows & statuses — it’s the one concept worth understanding early.
- Just need to find things? Jump to Filters & saved views or Search.