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Managing Tasks

Tasks are individual work items within a project. They help you track what needs to be done and who's responsible.

Updated over a week ago

Creating Tasks

From the Project

  1. Open the project

  2. Go to the Tasks tab

  3. Click + New Task

  4. Fill in the details:

    • Title - What needs to be done

    • Description - Additional details

    • Assignee - Who's responsible

    • Due Date - When it's due

    • Priority - High, Medium, or Low

    • Phase - Which project phase (optional)

  5. Click Create

Quick Add

Use the quick add input at the top of the task list:

  1. Type the task title

  2. Press Enter

  3. Edit details later if needed

Task Properties

Property

Description

Title

Brief description of the work

Description

Detailed information or instructions

Status

Current state of the task

Assignee

Person responsible

Due Date

Deadline for completion

Priority

Importance level

Phase

Project phase this task belongs to

Tags

Categories for organization

Task Statuses

Status

Meaning

Not Started

Task hasn't begun

In Progress

Currently being worked on

Blocked

Waiting on something

In Review

Completed, awaiting approval

Completed

Finished

Updating Tasks

Edit Task Details

  1. Click on the task to open it

  2. Edit any field

  3. Changes save automatically

Change Status

  • Click the status dropdown

  • Select the new status

  • Status changes are logged in history

Reassign

  1. Click the assignee field

  2. Search for or select a new person

  3. The new assignee is notified

Organizing Tasks

Drag and Drop

Reorder tasks by dragging them:

  • Drag within a phase to reorder

  • Drag between phases to move

  • Priority and order are preserved

Filtering

Filter the task list by:

  • Status - Show only specific statuses

  • Assignee - Tasks for specific people

  • Phase - Tasks in specific phases

  • Priority - High, Medium, or Low

  • Due Date - Overdue, due today, due this week

Grouping

Group tasks by:

  • Phase

  • Assignee

  • Status

  • Priority

Linking Tasks

Link to Issues

If a task is blocked by an issue:

  1. Open the task

  2. Click Link Issue

  3. Select or create an issue

  4. The link appears on both the task and issue

Link to Requirements

Connect tasks to business requirements:

  1. Open the task

  2. Click Link Requirement

  3. Select the requirement

  4. Track which requirements each task addresses

Task Notifications

You receive notifications when:

  • A task is assigned to you

  • A task you own is updated

  • A task due date is approaching

  • Someone mentions you in a task comment

Comments on Tasks

Add comments to tasks for:

  • Questions and clarifications

  • Progress updates

  • Decisions and approvals

Adding a Comment

  1. Open the task

  2. Scroll to the comments section

  3. Type your comment

  4. Use @mentions to notify specific people

  5. Click Post

Deleting Tasks

  1. Open the task

  2. Click the ... menu

  3. Select Delete

  4. Confirm the deletion

Note: Deleted tasks cannot be recovered.

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