# Task Configuration

Defines individual tasks within a Planner board with assignments, due dates, and checklists.

Referenced by: PlannerCfg.Tasks (nested array).

# Overview

TaskCfg defines a single task within a Planner board. Tasks have assignments, due dates, checklists, attachments, and category tags.

# Applied when

Tasks are created when:

  • The parent PlannerCfg is provisioned and includes this task in the Tasks array
  • Applied after the Planner board is created; tasks are created as part of board initialization
  • The Bucket name must match a bucket defined in PlannerCfg.Buckets; if the bucket is not found, the task may not be assigned to it
  • All task properties (due date, start date, assignments, checklists) are applied when the task is created
  • Tasks are immediately visible in Planner and can be assigned to team members

# Core settings

# Name

Type: string | Default: — | Required: Yes

Task title. Must not be empty. Leading and trailing whitespace is automatically trimmed.

# Bucket

Type: string | Default: — | Required: No

Bucket name this task belongs to (must exist in PlannerCfg.Buckets).

# Description

Type: string | Default: — | Required: No

Task description and details.

# Scheduling

# StartDate

Type: string? | Default: — | Required: No

Task start date. Accepts a relative date expression (see below); a plain date is not supported and is silently ignored (no date set, no error).

# DueDate

Type: string? | Default: — | Required: No

Task due date. Accepts a relative date expression (see below); a plain date is not supported and is silently ignored (no date set, no error).

# Relative date expressions

StartDate and DueDate accept an expression of the form {PropertyName} or {PropertyName}[+|-][D|M|Y]<count>, resolved against the matter's provisioning properties:

  • {PropertyName} — a base date, taken from the built-in {today} token (today's date) or from any provisioning property whose value is a date, e.g. {opendate}.
  • An optional offset directly after the closing brace: + or -, an optional unit letter (D = days, M = months, Y = years — defaults to D if omitted), and a count.

Examples:

Expression Meaning
{today} Today
{today}+7 or {today}+D7 7 days from today
{today}-D7 7 days before today
{today}+M5 5 months from today
{today}-Y5 5 years before today
{opendate}+D7 7 days after the matter's opendate property

Only one {...} token is evaluated per expression — combining multiple placeholders in a single StartDate/DueDate value is not supported.

# Assignments and tracking

# Assignments

Type: string (list) | Default: — | Required: No

Array of assignee email addresses.

# OrderHint

Type: string? | Default: — | Required: No

Display order hint (internal).

# Categories

# Category1

Type: bool | Default: — | Required: No

Mark task with category 1 (as defined in parent PlannerCfg.Category1).

# Category2

Type: bool | Default: — | Required: No

Mark task with category 2 (as defined in parent PlannerCfg.Category2).

# Category3

Type: bool | Default: — | Required: No

Mark task with category 3 (as defined in parent PlannerCfg.Category3).

# Category4

Type: bool | Default: — | Required: No

Mark task with category 4 (as defined in parent PlannerCfg.Category4).

# Category5

Type: bool | Default: — | Required: No

Mark task with category 5 (as defined in parent PlannerCfg.Category5).

# Category6

Type: bool | Default: — | Required: No

Mark task with category 6 (as defined in parent PlannerCfg.Category6).

# Details

# CheckList

Type: string (list) | Default: — | Required: No

Array of checklist items to create.

# Attachments

Type: string (list) | Default: — | Required: No

Array of attachment file names or URLs.

Last Updated: 7/7/2026, 1:48:24 PM