Tasks

Tasks are the unit of work in Anchor CRM. They connect what your team is doing to the deals and deliverables it is for — and to the time you bill against it.

Status workflow

Tasks move through five statuses:

• open — not started
• in_progress — actively worked
• blocked — waiting on something
• review — done, pending review
• done — complete

What a task holds

• Basics — title (required), description, and due date.
• Assignment — an assignee, plus an explicit position for ordering within board columns.
• Links — optional references to a deal, contact, and deliverable, so work rolls up to the engagement it belongs to.
• Visibility — isInternal marks tasks that should not appear in client-facing contexts.

Tasks and time tracking

Time entries reference tasks, and the in-app timer logs against the task you are working on. When a task is deleted (soft delete), its time entries are removed with it — approved, invoiced time should be billed before cleanup.

API access

Tasks are fully manageable over the REST API with the tasks:read and tasks:write scopes. See the Tasks API reference and the Time Entries API for logging work against tasks.