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The lifecycle, on one page
Work in Crosdesk moves along one path. Not every piece of work travels the whole way — a customer complaint goes straight to a board and out again — but the path is the same shape every time.
Departments and people who can see and do what
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Project ──► Canvas ──► Verify what the work is, in what order, by when
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Tasks (optionally under an Epic) the unit of work
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Backlog ──► Sprint ──► Board the commitment, and doing it
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│ └── Unplanned work what arrived mid-sprint
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End sprint snapshot: spillover, absorbed ad-hoc work
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Release what actually went out
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Reports what it tells you afterwardsFeatures run alongside this rather than inside it: a feature is long-lived work that goes through phases and approvals, and it produces tasks that join the path above at the backlog. A phase has its own small plan — a start date and an estimate per step — so it can report where it actually got to against where it meant to be.
Documents sit beside the path too: specs and notes, filed in a department's folder, written as a draft and saved as numbered versions. A released version can be linked to any of the work above — a task, an issue, a project, a feature, a phase, a stage or a release — and the link always opens the current release. See Documents.
The short version
- An administrator sets up departments and people. Departments decide visibility; groups decide capability. Both must allow an action.
- Someone with project management shapes a project on its canvas — cards for tasks, edges for "this follows that" — estimates each card in working days, and presses Verify. Crosdesk computes the dates around weekends and holidays. The board becomes verified.
- Tasks exist. They can be created on a canvas, from the Tasks page, from a feature step, or from an issue found during QA.
- A sprint is planned from the backlog. Someone with sprint management creates the sprint and moves work into it.
- The team works the board. Five columns: To do, In progress, Blocked, On hold, Done.
- Work that arrives mid-sprint goes to Unplanned work — beside the commitment, not inside it.
- The sprint ends. Crosdesk snapshots what was committed and what was delivered, carries unfinished work forward, and converts the unplanned work to planned.
- A release is assembled from finished tasks, finished projects and finished feature phases, then shipped. After that it is frozen.
- Reports answer afterwards — and are careful to separate what you committed to from what actually happened.
The five statuses
Every task is in exactly one of these, everywhere in Crosdesk:
| Status | Meaning |
|---|---|
| To do | Not started. |
| In progress | Somebody is working on it now. |
| Blocked | Something else must finish first. On a verified board this is set by the plan, not by hand. |
| On hold | Stopped for a reason outside the plan — waiting on a supplier, a decision, a budget. |
| Done | Finished. |
The difference between Blocked and On hold matters: Blocked means the plan is waiting, and Crosdesk works it out for you. On hold means a person decided to stop, and only a person can decide to start again.