Creating Tasks
From the Project
Open the project
Go to the Tasks tab
Click + New Task
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)
Click Create
Quick Add
Use the quick add input at the top of the task list:
Type the task title
Press Enter
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
Click on the task to open it
Edit any field
Changes save automatically
Change Status
Click the status dropdown
Select the new status
Status changes are logged in history
Reassign
Click the assignee field
Search for or select a new person
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:
Open the task
Click Link Issue
Select or create an issue
The link appears on both the task and issue
Link to Requirements
Connect tasks to business requirements:
Open the task
Click Link Requirement
Select the requirement
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
Open the task
Scroll to the comments section
Type your comment
Use @mentions to notify specific people
Click Post
Deleting Tasks
Open the task
Click the ... menu
Select Delete
Confirm the deletion
Note: Deleted tasks cannot be recovered.
