Open CRM > Work. Tasks live in Spaces. A Space is a shared place for one team or topic. It holds lists (and, if you want, folders and subfolders), and every list shows its tasks grouped by status.

The menu item is called Work when your plan and role include Spaces. Otherwise it is called Tasks and opens the plain task list.

On the left is the Spaces bar. Click My tasks to see every open task assigned to you across all Spaces, or click a Space or list to open it.

The sun or moon button in the top bar switches between light and dark mode. A choice you make while you are on the Tasks page is remembered for the Tasks page only. Every other page keeps the mode you chose for the rest of the portal, so you can work in Tasks in dark mode and keep the rest of the portal light, or the other way round.

Creating Spaces needs the role setting Create task Spaces and Lists. Users with Manage all task Spaces see and manage every Space.

Channels, Spaces, lists and folders can each have their own look. Open Edit channel, Edit Space, Edit list or Edit folder from the three dots next to the row. The preview at the top shows the result while you choose.

The look is shared: everyone who can see the channel, Space, list or folder sees the same colour, icon and name style. Only an admin of the channel or Space can change it.

Tasks are grouped by status. Click the arrow on a group to collapse it. The three dots next to a group open Group options: Edit statuses, Collapse group, Select all in group, Collapse all groups and Expand all groups. QrX remembers which groups you collapsed.

Tick the boxes of several tasks. A bar appears with Status, Assignees, Dates, Move, Copy and Delete. Pick an action and it applies to all selected tasks. If some tasks cannot be changed, QrX tells you how many. Click Clear selection to stop.

Click the folder icon on a row, the same icon in the task panel, or Move in the bulk bar. Search for a Space or list and choose it. The task keeps its details and takes the matching status in the new Space.

Every Space has its own statuses in four groups: Not started, Active, Done and Closed. Space admins open Edit statuses to add a status, rename it, change its icon and colour, or delete it. When you delete a status you choose the status its tasks move to.

Switch from List to Board at the top right. Each status is a column. Drag a card to another column to change its status, or up and down to change the order.

Next to List and Board there are two more views at the top right. Timeline shows every task of the List as a bar from its start date to its due date, with a line for today. Switch between Days and Weeks to zoom and click a task to open it. Tasks without dates stay at the end with No dates.

Workload shows the open tasks per person: Overdue, this week, the next five weeks, Later and No date, with the estimated hours when tasks have an estimate. A task with several assignees counts for each of them. Both views use the same filters as the List and show up to 400 tasks.

Click a task to open its panel on the right. Drag its left edge to make it wider or narrower, and double-click the edge to reset it. The panel shows:

In the panel click Add field, choose a type (Text, Number, Date, Dropdown, Labels, Checkbox or Link), type a name and, for dropdowns and labels, the options separated by commas. The field then appears on every task in that Space and its first columns show in the list. Space admins can delete a field with the trash icon.

Give a task colour tags in the Tags column or in the task panel. They are the same tags you use for people, companies and transactions. Priority has four flags: Urgent, High, Normal and Low.

When AI is connected (Settings, AI), the sparkle button Summarize my tasks in the top bar of My tasks, and Summarize this list in a list, write a short summary of where the tasks you see stand: overdue, due soon and what is open. It reads only the tasks loaded on the screen. Nothing is changed or sent.

Channels are chat rooms for a team or a topic. They sit under Channels in the Spaces sidebar.

Channels need a plan that includes them and the View Channels permission. Without the plan you see an upgrade prompt.

A confidential channel keeps its messages and posts encrypted. People with access to the database cannot read them, and neither can administrators or QrX staff who are not members. People who are not members do not see the channel at all, not in the list and not through a direct link, and they cannot change its name, members or settings. This also applies to users who have the permission to manage channels.

To turn it on, open the channel and choose Make confidential. Pick a passphrase of at least 12 characters and save the recovery key, which is shown only once. Messages and posts that already exist are encrypted straight away. You need the permission to manage channels and you must be a member. The channel cannot be open to the whole company and cannot have guests or files.

Members enter the passphrase and choose Unlock. The channel stays open in this browser for 8 hours, also after you refresh the page or close the tab, or until you choose Lock now. The QrX app unlocks the channel with the same passphrase and remembers it for 8 hours on the phone. Share the passphrase with the other members yourself, QrX never sends it. If someone forgets it, the recovery key sets a new one. If both are lost, the content cannot be recovered.

Search works inside an unlocked channel. Files are encrypted too, and you must remove the encrypted files before turning confidential off. Tasks made from messages, guests and connected AI tools do not work in a confidential channel, and mentions are not counted while it is locked.

A confidential Space keeps its tasks encrypted: titles, descriptions, checklists, time notes and comments. People with access to the database cannot read them, and neither can administrators or QrX staff who are not members. People who are not members do not see the Space, its lists or its tasks at all, and they cannot change its name, members or settings. This also applies to users who have the permission to manage Spaces.

To turn it on, open the Space and choose Make confidential. You need the permission to manage Spaces and you must be a member. The Space cannot be the default Space, cannot be open to the whole company, and cannot have guests, files, links or custom field values. Pick a passphrase of at least 12 characters and save the recovery key, which is shown only once. Existing tasks are encrypted straight away.

Members enter the passphrase and choose Unlock. The Space stays open in this browser for 8 hours, also after you refresh the page or close the tab, or until you choose Lock now. The QrX app unlocks the Space with the same passphrase and remembers it for 8 hours on the phone. Search works inside an unlocked Space. Tasks cannot be moved into or out of a confidential Space, and links, custom field values, templates and connected AI tools do not work there. Files are encrypted too, and you must remove the encrypted files before turning confidential off. Until it is unlocked, tasks show as Confidential task.

Posts are announcements, discussions, ideas and updates that live in a channel. Open Posts in the Spaces sidebar (under Channels) to see the feed of every channel you can read.

Posts need a plan that includes them and the View Posts permission. Writing needs Write Posts, and Moderate Posts lets you edit, delete and pin any post.

Guests are people outside your company who work with you in one Space or channel without a QrX account. In the sharing dialog of a Space or the members dialog of a channel, type their e-mail address in the Guests box and press Invite. They get a secure link by e-mail and sign in with a one-time code.

The Tasks page needs access to the CRM and a plan that includes Task Spaces. Without it you see an upgrade prompt. Tasks in a private Space are only visible to its members. If a colleague changed a task at the same moment, QrX asks you to reload instead of overwriting their change.

In the QrX app (Work mode) the Tasks screen shows how many tasks are overdue, due today and due this week, your next tasks and every Space you can open. It uses the same Spaces, lists and statuses as the portal, so a change on the phone shows in the portal and the other way round.

The phone needs the View CRM and View Spaces role settings. To assign a task to a colleague, use the portal.

In the QrX app (Work mode) open Channels from the CRM header; its badge counts the unread messages of the channels you have not muted. Each channel row shows the newest message with who wrote it and when, the number of unread messages, and an @ marker when someone mentioned you. Channels with unread messages come first and favourites stay on top. Use the chips All, Unread and Mentions and the search icon to find a channel. Swipe a row right to mark it as read (or to add it to your favourites when nothing is unread), swipe left to mute or unmute it, or hold the row for the full menu.

The phone needs the View CRM and View Channels role settings. Creating channels and inviting people or guests stays in the portal.

Your phone sends a push for new messages and posts in the channels you follow and have not muted. Choose per channel with Follow and Mute in the channel, or open the bell at the top of My channels and use Notify me and Mute for every channel in one place. Posts appear as cards in the channel with reactions and comments, you can write a post with the Post tab, and the Files tab lists the channel files.

In the QrX app, open the Work section of your profile and tap Posts, right under My channels, to see the posts of every channel you can read.

The Posts row needs the View CRM, View Channels and View Posts role settings. Writing a post needs Write Posts and a role other than Viewer in the channel.

The member count of a Space or channel is followed by the number of guests, for example 12 members · 2 guests, so everyone knows outside people are in. In the guest list of the Share dialog, an admin with the Manage guests and Manage CRM settings role settings sees two more icons per guest: Download guest data (needs Export CRM data too) saves a JSON file with the guest’s address, access, messages, uploaded files and access log, and Erase guest data ends access at once and deletes the address, sign-in codes, sessions and access log. Earlier messages and files stay and are shown as Former guest. Erasing cannot be undone, and the same address can be invited again as a new guest.

A guest can open the Posts tab of every channel they were invited to. A guest with the Commenter role can write Discussion and Idea posts and comment on any post in that channel; Announcements and Updates stay with your team. A guest can edit or delete their own post only until someone else has replied. Posts and comments from guests carry a Guest label, and the followers of the channel get a notification. People with the Moderate posts role setting, and channel admins, can pin or delete a guest post like any other post. A guest with the Viewer role can read posts but not write them. Guests do not see reactions or who has read a post.

Use the paperclip next to the send button of a channel to attach files to a message (images, PDF, text, CSV, Word, Excel or PowerPoint, up to 10 MB each and at most 10 per message). Every file is checked by a security scan first and shows a spinner until it is ready; a file that fails the scan is never shown or opened. A channel that is not linked to a Space also has a Files button in its header: a table of every file shared in the channel, newest first, with who uploaded it, the size and the date. You can open or download a file and delete your own files; channel admins can delete any file. Guests with the Commenter role can attach files in the same way, and every guest of the channel can open and download them on the Files tab of their page. Deleting a message also removes its files.