Task Management
Tasks are the core of project management. Learn how to create, organize, and track tasks effectively.
Creating Tasks
Quick Create
- 1.Click "+ Add Task" in any group
- 2.Type the task title
- 3.Press Enter to create
If you click outside the Add Task form:
- •Empty title: the form closes immediately
- •Title with text: the form hides and keeps your draft
From Drafts
The Drafts panel on the left side of the Board view is perfect for:
- •Capturing quick ideas
- •Tasks you haven't organized yet
- •Bulk task creation
Task Details
Click any task to open the Task Modal with full editing:
| Field | Description |
|---|---|
| Title | Short, descriptive name |
| Description | Detailed info with formatting |
| Status | To Do, In Progress, Review, Done, Closed |
| Priority | Low, Medium, High, Urgent |
| Start Date | When work begins |
| Due Date | Deadline |
| Assignees | Team members (supports multiple) |
| Sprint | Sprint assignment |
| Group | Workflow stage |
| Color | Visual identifier |
Task Status
| Status | Icon | Meaning |
|---|---|---|
| To Do | ○ | Not started |
| In Progress | ▶ | Currently being worked on |
| Review | ⟳ | Waiting for approval |
| Done | ✓ | Completed |
| Closed | ▣ | Archived; no overdue reminders |
Task Priority
| Priority | When to Use |
|---|---|
| Low | Nice to have, no rush |
| Medium | Standard priority (default) |
| High | Important, should be done soon |
| Urgent | Critical, needs immediate attention |
Assigning Tasks
Tasks support multiple assignees:
- 1.Open the task details
- 2.Click "Add Assignee"
- 3.Select team members from the dropdown
- 4.Click the X on an assignee chip to remove them
Assigned tasks appear in each assignee's "My Tasks" view.
> Tip: By default, new projects use the Task Creator auto-assign rule — you're automatically assigned to tasks you create. You can change this in Project Settings → Preferences.
Workload Indicator
When assigning tasks, the dropdown shows each team member's current workload:
| Format | Meaning |
|---|---|
| 2/5 | 2 tasks in current sprint, 5 total active tasks |
- •Total count: All non-completed tasks assigned to the member
This helps team leads distribute work fairly and avoid overloading productive team members.
Moving Tasks
Drag and Drop
- •Drag task cards between groups
On touch devices, press and hold a card until it highlights before dragging.
- •Drag between sprints
- •Drag to/from Drafts
Using Task Modal
Change the Group or Sprint dropdown in the task details.
Inline Editing
On task cards, click icons to quick-edit:
- •Status icon: Change status
- •Priority flag: Change priority
In List View, click any cell to edit inline.
Comments
The right panel in the Task Modal shows comments:
- •Messages appear in WhatsApp-style bubbles
- •Your messages align right (blue)
- •Others' messages align left (gray)
- •Type a message and press Enter to send
- •Use Shift+Enter for new lines
- •Comments support Markdown formatting (bold, italic, code blocks, lists, etc.)
- •Use the Write/Preview tabs to preview your comment before sending
- •URLs in comments are automatically rendered as clickable links
- •Links pasted on their own line render as link preview bars — you see the site's icon and page title at a glance, without clicking
Links
In the description and comments, links get a richer look automatically:
- •External links on their own line show a preview bar with the site's icon and title
- •Task links (links to other tasks on this platform) show the task number, title, and current status — clicking opens that task directly, no page reload
- •Switch to the Links tab in Task Modal to see:
- •All URLs detected from the task description and comments
- •Favicon and domain for each link
- •Source attribution (who shared the link)
- •One-click copy button for any URL
Links are detected automatically — no manual management needed.
Activity Log
Switch to the History tab in Task Modal to see:
- •All changes made to the task
- •Who made each change
- •When changes occurred
Deleting Tasks
- 1.Open the task details
- 2.Click the trash icon or Delete button
- 3.Review what will be removed with the task (sub-tasks, comments, attachments, time logs)
- 4.Click Move to Bin to confirm
Deleted tasks are moved to the project Bin — nothing is lost right away:
- •Tasks stay in the Bin for 30 days and can be restored with all their sub-tasks, comments, attachments, and time logs
- •Restore from Project Settings → Bin — the task returns with its original task number (to Drafts if its original group or sprint no longer exists)
- •After 30 days, Bin items are permanently deleted automatically; Owners and Admins can also delete Bin items permanently at any time
> Note: Who can delete tasks depends on the project's Task Deletion setting (Project Settings → General). By default, only the project Owner and Admins can delete tasks. If you don't see the delete option, ask an Owner or Admin.
Tips
- •Use colors to visually categorize tasks
- •Set due dates for deadline tracking
- •Use Drafts as an inbox for new ideas
- •Assign tasks to track accountability