TaskFord glossary

New to TaskFord? This glossary defines the key terms you may see while using TaskFord or browsing the Help Center, giving you everything you need to get started.

A

Account type

Defines a user’s level of authority at the site administration level. Account type determines what a user can manage across the entire site — including user management, billing, and security settings. There are four account types: Regular Member, Billing Manager, Site Admin, and Site Owner.

Activity

A log of all changes made to a task, visible from the task details panel. Activity records what changed, when it changed, and who made the change.

App admin

An app role with full control over TaskFord’s core features. App admins can create and delete boards and portfolios, manage all members across the site, and configure app-level settings.

App editor

App Editors can create and manage boards and portfolios, update tasks, and invite members — but cannot access app-level settings.

App role

Controls what a user can do inside TaskFord — creating boards, managing portfolios, assigning tasks, and inviting members. App roles apply across the entire app and are independent of a user’s account type. There are three app roles: App admin, App editor, and App viewer.

App viewer

An app role with read-only access. App viewers can view boards, portfolios, and tasks they have been invited to, but cannot create or edit anything.

Assignee

The specific team member responsible for the execution and completion of a task.

Audit log

A record of system activities showing who performed actions and when. Used for tracking changes and ensuring accountability.

Auto-scheduling

Automatically calculates and adjusts task start and end dates based on dependencies, duration, and link types. When a predecessor task changes, the system shifts successor tasks accordingly without manual rescheduling.

B

Billing manager

An account type that allows a user to manage billing, invoices, and payment methods for the site. Billing managers have no access to other site settings.

Board

The project-level workspace in TaskFord where teams create, assign, and manage tasks. A board contains tasks, views, groups, and member settings.

Board admin

A board-level role with full control over a specific board — including managing settings, members, permissions, and the ability to delete the board.

Board editor

A board-level role that allows a user to create, edit, and organize tasks and views within a board, without access to administrative board settings.

Board viewer

A board-level role with read-only access to a specific board. Board viewers can see tasks and views but cannot make any changes.

Board views

The different ways you can visualize tasks on a board. TaskFord offers multiple view types — Table, Kanban, Gantt, Scheduler, Calendar, and Overview — so you can switch between layouts based on what you need to see.

Breadcrumbs

A navigation trail shown at the top of the page that displays your current location within TaskFord’s hierarchy (e.g., Site → Portfolio → Board). Click any level in the breadcrumb to navigate back to it quickly.

Bulk select

A feature that lets you select multiple tasks at once and apply changes to all of them in a single action — such as updating status, priority, or assignee across many tasks simultaneously.

C

Capacity

The maximum amount of work time a team member is available to contribute within a given period — for example, 8 hours per day or 40 hours per week. Capacity is used in workload management to prevent overbooking.

Compact mode

A display option in the Schedule view that gives all task bars a fixed, uniform height regardless of their duration. Useful for fitting more tasks into the visible timeline area.

Critical path

The critical path is the longest sequence of dependent tasks that determines the shortest possible duration for a project. If any task on this path is delayed, the entire project will also be delayed.

Custom fields

Additional data columns you create to track information specific to your team or project — such as cost, effort, client name, or category — beyond TaskFord’s standard task fields.

Custom role

A role with permissions tailored to specific team or organizational needs, beyond the default roles of Admin, Editor, and Viewer.

D

Dashboard

A customizable space that displays data from one or more boards using visual widgets. Dashboards give you a real-time, high-level overview of progress, performance metrics, and key project insights without opening individual boards.

Default role

A predefined set of permissions provided by TaskFord — such as Admin, Editor, or Viewer — that can be quickly assigned to new members without custom configuration.

Dependency

A link between two tasks that defines their relationship. For example, Task B cannot start until Task A is finished. Dependencies are used to reflect real-world constraints and to power auto-scheduling and critical path calculations.

Site URL

The unique web address used to access your TaskFord site (e.g., yourcompany.taskford.app). Organizations on the Scale plan can configure a custom domain (e.g., projects.yourcompany.com) for a branded experience.

Due date

The deadline by which a task should be completed.

G

Gantt chart

A timeline-based visualization that displays tasks as horizontal bars, making it easy to see task durations, overlaps, sequences, and dependencies across a project.

Gantt view

A board view split into two sections: the task list on the left for managing tasks, and the timeline on the right for visualizing schedules, durations, and dependencies.

Group

A collapsible section within a board used to organize tasks into logical categories — such as phases, departments, sprints, or priorities. One board can have multiple groups.

H

Holiday scheme

A site-level setting that defines public holidays or company-wide non-working days. Holiday schemes are applied to work schedules to ensure tasks are not planned on days when no work is expected.

K

Kanban

A board view that organizes tasks as cards arranged in vertical columns based on their current status — such as To Do, In Progress, and Done. Teams use Kanban to visualize workflow and track task progress at a glance.

Key

A unique identifier automatically assigned to each board and each task within it (e.g., WR-43). Keys are used for tracking, referencing, and linking tasks across the product.

M

Members

Users who have been invited to and granted access to a specific site, board, portfolio, or project. Members interact with TaskFord based on their assigned account type and app role.

Milestone

A significant point or event in a project timeline. Any task can be converted into a milestone. Milestones appear as diamonds on the Gantt timeline and always have a duration of one day.

N

Non-working day

A day excluded from the project schedule — such as a weekend or public holiday. Non-working days appear as grey hatched areas on the Gantt and Schedule timelines to indicate that no work is planned during those periods.

P

Permission

A rule that controls what actions a user can perform within TaskFord, based on their assigned role. Permissions determine whether a user can view, edit, or administer boards, portfolios, and site settings.

Plan

A task that has been scheduled with a specific start date, end date, and assignee. Plans appear in the Schedule view to help managers visualize team workload and resource allocation over time.

Portfolio

A high-level collection that groups multiple boards together into a single workspace. Portfolios are used to track progress, manage resources, and get a bird’s-eye view of work across multiple projects simultaneously.

Portfolio admin

A portfolio-level role with full control over a portfolio — including adding and removing connected boards, managing member permissions, and configuring all portfolio-level settings.

Portfolio editor

A portfolio-level role that allows a user to update and manage content within a portfolio, with limited administrative control.

Portfolio viewer

A portfolio-level role with read-only access to a portfolio. Portfolio Viewers can monitor progress and data across connected boards but cannot make any changes.

Predecessor

A task that must be completed or started before another task can begin. The predecessor is the task that a dependent task relies on.

Priority

A label assigned to a task to indicate its urgency or importance. TaskFord uses three priority levels: Low, Medium, and High.

Privacy

A setting that controls who can access a board, portfolio, or dashboard. TaskFord supports Open (accessible to all site members) and Private (accessible only to invited members) privacy settings.

R

Role

A predefined or custom level of access assigned to a user that determines what they can do within TaskFord. Roles exist at multiple levels — site, app, board, and portfolio — and each controls a different scope of access.

S

Schedule

A view that displays tasks on a time-based grid with team members listed on the left. The Schedule makes it easy to see who is working on what and when, helping managers plan resources and spot conflicts across projects.

Single sign-on (SSO)

An authentication method that allows users to log in to TaskFord using an external identity provider — such as Google or Microsoft — without needing a separate TaskFord password.

Site

The highest level in TaskFord’s hierarchy, representing your entire organization’s TaskFord account. A site contains all portfolios, boards, tasks, members, and settings. Each site is accessed via a unique URL (e.g., yourcompany.taskford.app) and operates independently.

Site admin

An account type that gives a user full control over site-level settings — including managing users, assigning roles, and configuring SSO and domain settings. App permissions for a Site Admin are still controlled separately by their app role.

Site owner

The account type with the highest level of authority in TaskFord. The Site owner has full control over the site — including billing, settings, and the ability to transfer ownership or delete the site.

Site switcher

A navigation tool that allows users with access to multiple TaskFord sites to switch between them.

Start date

The date when a task is scheduled to begin.

Status

A label that indicates the current stage of a task within a workflow — such as To Do, In Progress, or Done.

Status categories

Status categories group various statuses to help you organize the different stages of your workflow. TaskFord offers three default categories: To Do, In Progress, and Done.

Subtask

A smaller, more granular piece of work that sits beneath a parent task. Subtasks are used to break down complex tasks into manageable steps.

Successor

A task that depends on a predecessor and cannot start or progress until the predecessor is completed or updated.

T

Table view

A board view that displays tasks in a structured, spreadsheet-style grid — with tasks as rows and fields as columns. The Table view is ideal for bulk editing, sorting, filtering, and managing large numbers of tasks efficiently.

Task

The core unit of work in TaskFord. A task represents a specific piece of work with a name, assignee, status, priority, and dates.

Task box

A sliding panel that stores board tasks. From the Task box, you can drag and drop tasks directly onto the Schedule timeline to assign them a date and team member.

Task details panel

A side panel that opens when you click on a task, displaying all information related to that task in one place — including description, assignee, status, dates, subtasks, comments, and activity history. You can view and edit task details without leaving your current view.

Task name

The title of a task — a short, descriptive label that identifies the work to be done.

Time estimate

The expected amount of time required to complete a task. Time estimates are used in workload management to compare planned effort against team capacity.

Time log

A record of the actual time spent on a task, logged manually or automatically. Time logs are used for time tracking, reporting, and comparing estimated versus actual effort.

Time off

A feature that allows team members or administrators to record planned absences — such as vacation, sick leave, or personal days — so they are excluded from resource planning and scheduling.

Timesheet

A summary of time logged by a team member across tasks within a defined period. Timesheets are used for tracking billable hours, payroll, and project cost management.

Two-factor authentication (2FA)

A security feature that requires users to verify their identity using two forms of authentication — typically a password and a time-sensitive code sent to a mobile device — before accessing their TaskFord account.

V

View

A specific layout for visualizing tasks on a board or portfolio. TaskFord offers multiple view types — Table, Kanban, Gantt, Scheduler, Calendar, and Overview — each suited to different ways of working.

View mode

A setting within the Gantt and Scheduler view that adjusts the time scale of the timeline. Users can toggle between Day, Week, and Month to see either granular task-level detail or a high-level project roadmap.

W

Widgets

Visual components used inside dashboards to display specific data and metrics — such as task counts, progress bars, charts, or workload summaries. Dashboards are built by combining multiple widgets.

Work schedule

A site-level setting that defines the standard working days and hours for your organization — for example, Monday to Friday, 9:00 AM to 5:00 PM. Work schedules are used by auto-scheduling, capacity planning, and timeline views to calculate task durations accurately.

Workflow

The custom sequence of stages a task moves through from creation to completion — for example, Backlog → In Progress → Review → Done. Workflows are defined using statuses and can be tailored to match how your team works.

Workload view

A resource management view that visualizes team capacity by comparing each member’s time estimates against their available capacity.

Workspace

A general term used to describe the environment inside TaskFord where your team’s work lives — including all boards, portfolios, tasks, and views.