How to build task management in Bubble

Go to the Data tab and click Data types. Create a new Data Type called Task with these fields: Title (text), Description (text), Status (text, default 'To Do'), Priority (text), Due Date (date), Assigned To (User), Created By (User), and Subtasks (list of Subtasks). Then create a Subtask Data Type with Title (text), Is Completed (yes/no, default no), and Parent Task (Task). This gives you a relational structure where each task can have multiple subtasks.

Go to the Design tab and create a new page called dashboard. Add a Row container across the top for filters (a Dropdown for priority, a Date picker for due date). Below that, add another Row container with four Group elements side by side — one for each status column (To Do, In Progress, Review, Done). Label each group with a Text element showing the status name. Inside each group, place a Repeating Group with Type of content set to Task and a data source of Do a Search for Tasks where Status equals that column's status value.

Inside the first Repeating Group's cell, add a Group element. Inside that group, add a Text element for Current cell's Task's Title (bold), another Text for Current cell's Task's Description (truncated to 80 characters), a Text showing Current cell's Task's Assigned To's email, and a small Text for the due date. Add a colored shape or icon for priority level using conditional formatting: when Current cell's Task's Priority is High, set the background to red. Copy this cell design to the other three Repeating Groups.

Add a Button labeled + New Task at the top of the page. Create a workflow: When Button New Task is clicked, show a popup. In the popup, add Input fields for Title, a Multiline Input for Description, a Dropdown for Priority (using the Option Set), a Date/Time Picker for Due Date, and a Searchbox for Assigned To (Type: User). Add a Save button in the popup with this workflow: Create a new thing of type Task, Title equals Input Title's value, Description equals Multiline Description's value, Status equals To Do, Priority equals Dropdown Priority's value, Due Date equals DatePicker's value, Assigned To equals Searchbox User's value, Created By equals Current User. Then add a Reset relevant inputs action and Hide this popup.

Inside each task card, add a Dropdown element for Status populated from the Status Option Set, with the default value set to Current cell's Task's Status. Create a workflow: When Dropdown Status's value is changed, Make changes to a thing, Thing to change is Parent group's Task, Status equals Dropdown Status's value. This lets users move tasks between columns by changing the dropdown. The Repeating Groups will auto-refresh since their data sources are live searches.

Create a popup called Popup Task Detail. Set its Type of content to Task. Inside it, display the task's full details. Below those, add a Repeating Group (Type: Subtask, Data source: Parent group's Task's Subtasks). In each cell, add a Checkbox element with a Text element showing Current cell's Subtask's Title. Create a workflow: When Checkbox is checked, Make changes to a thing, set Subtask's Is Completed to yes. Add an Input and Button at the bottom for adding new subtasks: Create a new Subtask, Title equals Input's value, then Make changes to Parent group's Task, add Result of step 1 to Subtasks.

Go to the Workflow tab. Edit the task creation workflow from Step 4. After the Create a new thing action, add a Send email action: To equals Result of step 1's Assigned To's email, Subject equals 'New task assigned: ' merged with Result of step 1's Title, Body is a message including the task description and a link to the dashboard page. For status changes, add a similar email step in the status change workflow so the assignee is notified when their task moves to a new status. For teams that prefer Slack, consider adding a webhook notification via the API Connector instead.