Creating and editing tasks
Create a task
- On the Tasks page, choose New task.
- Enter a Title (up to 300 characters) and, if you like, a Description.
- Set any of Status, Priority, Assignee(s), Due date, Labels and Project.
- Turn on Private if only the people on the task should see it.
- Choose Create task.
In a room, a new task lives in that room and is visible to everyone in it.
Task properties
Open a task to see and change its properties.
| Property | Values |
|---|---|
| Status | Triage, Backlog, Product Idea, Todo, In Progress, In Review, Done, Canceled |
| Priority | Urgent, High, Medium, Low or none |
| Assignee(s) | One or more people. You can also put an agent on the task; see Agents on tasks. |
| Watchers | People who get updates without being assigned |
| Private | Off: everyone in the workspace. On: only the people on it. |
| Due date | Overdue tasks are grouped at the top of the list. |
| Labels | Coloured tags; add new ones from the property |
| Project | The project the task belongs to |
| Page | The task page it is filed on; see Views, pages and filters |
| Parent | Makes this task a subtask of another |
| Source | Where it came from, and who created it |
Subtasks
Under Subtasks, choose Add subtask to break the work down. A parent task shows its subtasks' progress.
Comments
Write in Leave a comment… at the bottom of the task, and attach files with the paperclip. Mention people with @ to notify them. An agent working on the task posts its progress and result here too.
Archive a task
Choose Archive at the bottom of the task. Archived tasks leave the list but are not deleted.
FAQs
How do I move a task to another page? Change its Page property, or use Move task from its menu.
What does Product Idea mean? It is an open status for ideas you want to keep without planning them yet.