Tasks: assign, follow and complete the work in a project
Every task belongs to a project. Give it to one or more people, a due date, a status and a priority; follow it in a list or on a board, and see your own tasks in one place.
Tasks are the work inside a project — every task belongs to one. The calls, meetings and to-dos with customers are activities, not tasks.
Who may do what
- Everyone creates tasks, and changes, completes and deletes the tasks they created or were given.
- An Editor or Admin changes any task they can see, and assigns tasks to others.
You see the tasks of the projects you see.
Create a task
On the project's Tasks tab click + Add Task, or Tasks → + Add task:
- Task name and Description;
- Assignees — one or more people;
- Start Date and Due Date;
- Project — required — and Parent Task, to make it a subtask;
- Status — todo, in progress, review, done or blocked;
- Priority — low, medium, high or urgent;
- Type — Task, Bug, Feature or Epic;
- Estimated Hours — a whole number, optional.
Click Create Task.
Follow the tasks
- Tasks in the menu opens My tasks — the tasks given to you, across projects. All tasks shows every task you can see. Filter by project, status, priority and type.
- On a project's Tasks tab: List or Board. The list has a search and filters; each row offers Complete, Edit and View.
- The Board shows a project's tasks on Kanban boards: + Create Board, then drag the tasks between columns. A column can set the task's status — for example a Done column marks the tasks dropped there done. Add Column adds one; a column with tasks cannot be deleted until they are moved.
Complete a task
Complete marks the task done. On a board, drop it into a column whose status is done. The project's progress counts the done tasks.
If something doesn't work
The project id field is required.
Every task belongs to a project. Pick one in Project.
Cannot create circular dependency.
A task cannot depend on a task that depends on it.
Cannot delete column with … task(s). Please move or remove tasks first.
Move the column's tasks to another column first.
I cannot change a task
The task is a colleague's and your role is Viewer: you change the tasks you created or were given.