Task Management

Tasks are the core of project management. Learn how to create, organize, and track tasks effectively.

Creating Tasks

Quick Create

  1. 1.Click "+ Add Task" in any group
  2. 2.Type the task title
  3. 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:

FieldDescription
TitleShort, descriptive name
DescriptionDetailed info with formatting
StatusTo Do, In Progress, Review, Done
PriorityLow, Medium, High, Urgent
Start DateWhen work begins
Due DateDeadline
AssigneesTeam members (supports multiple)
SprintSprint assignment
GroupWorkflow stage
ColorVisual identifier

Task Status

StatusIconMeaning
To DoNot started
In ProgressCurrently being worked on
ReviewWaiting for approval
DoneCompleted

Task Priority

PriorityWhen to Use
LowNice to have, no rush
MediumStandard priority (default)
HighImportant, should be done soon
UrgentCritical, needs immediate attention

Assigning Tasks

Tasks support multiple assignees:

  1. 1.Open the task details
  2. 2.Click "Add Assignee"
  3. 3.Select team members from the dropdown
  4. 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:

FormatMeaning
2/52 tasks in current sprint, 5 total active tasks
- Sprint count (blue): Tasks in the same sprint as this task
  • 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. 1.Open the task details
  2. 2.Click the trash icon or Delete button
  3. 3.Confirm deletion
Warning: Deleted tasks cannot be recovered.

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