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
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 |
| 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 |
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.
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
- •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
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.Confirm deletion
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