CRISP-DM phases
The pipeline view shows all six phases as expandable cards, in order:| Phase | Display name | Focus area |
|---|---|---|
business | Business Understanding | Objectives, scope, and project plan |
data_understanding | Data Understanding | Data exploration and quality assessment |
data_preparation | Data Preparation | Cleaning, ETL, and feature engineering |
modeling | Modeling | Model training and hyperparameter tuning |
evaluation | Evaluation | Validation against success criteria |
deployment | Deployment | Production release, monitoring, and reporting |
- Task count and completion percentage for that phase
- A color-coded progress badge (green when complete, amber when in progress, red when blocked or empty)
- A chevron to expand the card and reveal the Kanban board and traceability panel
Task statuses
Every task moves through a defined set of statuses. The Kanban board has one column per status:| Status key | Label | Meaning |
|---|---|---|
pending | Pendiente | Task created but not yet started |
onHold | En Espera | Work is paused, awaiting input or a dependency |
inProgress | En Progreso | Actively being worked on |
underReview | En Revisión | Work submitted, pending peer or manager review |
completed | Completado | Task is done and accepted |
Drag-and-drop Kanban
Inside each expanded phase card you see five columns — one per status. Drag any task card horizontally to move it to a new status. The change is saved automatically.- Managers can drag any task to any column.
- Collaborators can also drag tasks to update status, but cannot edit task details.
Creating a task
Only project managers can create tasks.
Expand the target phase
Click the phase card header for the phase this task belongs to (for example, Data Preparation).
Click Agregar Tarea
Click the + Agregar Tarea button in the project navigation bar. A modal form appears.
Fill in the task fields
Complete the required fields and any optional fields you need. See Task fields below.
Task fields
The task name. Displayed as the card title on the Kanban board and in all lists. Be concise — one sentence or less.
A longer explanation of what needs to be done. Supports plain text. Visible inside the task detail panel.
The CRISP-DM phase this task belongs to. Determines which phase card the task appears in. Accepted values:
business, data_understanding, data_preparation, modeling, evaluation, deployment.Task urgency level. Accepted values:
high, medium, low. High-priority tasks are flagged in the dashboard alert system.ISO-8601 date string for when the task must be completed. Tasks past their deadline appear in the Overdue alert on the dashboard.
The number of hours estimated to complete the task. Used for workload planning and displayed in the task detail panel.
The ID of the team member responsible for this task. Set by selecting a collaborator from the dropdown. Unassigned tasks are flagged in the dashboard alert system.
Editing and deleting tasks
Click any task card to open the task detail panel. From there you can see all task metadata — phase, priority, deadline, estimated hours, and assignment — and take the following actions:- Edit name and description — the detail panel has an inline form to update the task’s name and description. Manager only.
- Change status — a status selector at the bottom of the panel lets you move the task to any status without dragging. Available to all team members.
- Toggle completed — the checkbox in the phase card task list marks the task’s
completedflag, independent of its status column. - Reassign — managers can change the assigned team member via the dedicated reassign action.
- Delete task — permanently removes the task. Manager only.
The task detail panel’s inline edit form only updates name and description. To change the phase, priority, deadline, or estimated hours, use the reassign endpoint or recreate the task.
Changing the phase of an existing task
A task’s phase can be updated via the API (PATCH /projects/:id/tasks/:taskId/phase). In the UI, tasks are created with a fixed phase — use the API directly or recreate the task in the correct phase if you need to move it.