/bubble-tutorials

How to build a task management platform in Bubble

Build a task management platform in Bubble with this step-by-step guide covering features, workflows, and best practices for success.

Matt Graham, CEO of Rapid Developers

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How to build a task management platform in Bubble

The simplest way to build a task management platform in Bubble is to create a Task data type, build pages where users can create and update tasks, and use Repeating Groups to display filtered task lists. Bubble handles the database, UI, and backend workflows, so the core work is structuring your data, building the input forms, and wiring workflows that create, update, and assign tasks.

 

Core Data Structure

 

You only need a few data types:

  • Task: fields like Title (text), Description (text), Status (text), Due Date (date), Assigned To (User), Created By (User).
  • User: Bubble has this built-in. No changes needed unless you want roles.

 

Building the Interface

 

Use a Repeating Group to show a list of tasks. Inside it, place text elements for task fields and buttons like “Edit” or “Mark Complete”. Use a popup for creating and editing tasks with inputs bound to workflow actions.

  • Set the Repeating Group’s type to Task.
  • Set its data source to “Search for Tasks”. Use constraints like Assigned To = Current User.

 

Workflows

 

Workflows are the logic:

  • Create Task: When button Create → Data → Create a new thing → Thing = Task.
  • Update Task: When button Save in popup → Make changes to thing → Task = Parent group’s Task.
  • Status Changes: Simple dropdown → When value changed → Make changes to Task.

 

// Example backend workflow trigger for reminders
// Schedule this when a task is created
Scheduled API Workflow: send_task_reminder
  task_id = This Task's unique id
  scheduled date = This Task's Due Date - hours: 1

 

Privacy Rules

 

In the Privacy tab, create rules so users can only see tasks where Assigned To = Current User or Created By = Current User. This protects your data automatically.

 

Optional Features

 

  • Comments on tasks: create a Comment data type tied to Task.
  • Notifications: use backend workflows to send emails via Bubble’s built‑in email or an API Connector service.
  • Teams: add a Team data type and link Tasks → Team.

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