2. Understanding the Operation Workspace Structure

Updated Nov 4, 2025

The Operation plugin is designed to help you and your team manage work efficiently. The workspace is made up of key components: Tasks, Projects, Cycles, and Teams. Understanding how these components work together is essential for staying organized and productive.

1. Tasks

Tasks are the smallest unit of work within the system.

  • Every task must belong to a team
  • Tasks include details like: title, status, task ID, assignee, due date, labels, project, cycle, and more
  • Tasks support different views, filters, and keyboard shortcuts

2. Projects

Projects help you group related tasks under a common goal or theme.

  • Projects are often used for large initiatives, campaigns, or internal processes
  • They allow you to manage tasks in a more structured and visual way
  • Projects can be organized using milestones to track major phases or deliverables

3. Cycles

Cycles are time-based work sprints that provide structure to your planning.

  • Typically used for bi-weekly, monthly, or custom timeframes
  • When a task is added to a cycle, it’s scheduled within that time period
  • Helps improve team focus, planning, and review
  • Each cycle includes a start and end date, target tasks, and completed outcomes

4. Teams

Teams represent a group of users managing a shared set of work.

  • All tasks, projects, and cycles are organized under teams
  • Users can be part of multiple teams
  • Each team has its own workflow, statuses, labels, and integrations
  • Teams can be public or private

5. Views & Filters

  • Different sections like Issues, My Tasks, Team Issues, Projects, and Cycles have their own views
  • Each view supports filters like status, assignee, priority, labels, and more
  • You can create custom views for quick access later

Key Considerations:

  • It's recommended to set up your team and cycles before creating tasks
  • Tasks are structured as: Task → Project → Cycle → Team
  • These layers help you visualize, manage, and scale your work more effectively

Next Step:

👉 Create Your First Task and Project

Operate on one system.

Talk to our team about consolidating your stack onto erxes. 30-minute walkthrough, custom to your org.