Creating & Managing Tasks

Tasks are the individual units of work on your boards. You can create them manually, assign them to team members, set due dates, and track their progress.

Creating a Task

1. Go to Tasks in the navigation.
2. Tap + New Task (or the + button at the top of any column).
3. Fill in the task details:
   • Title — A short description of the work
   • Description — More detail about what needs to be done (optional)
   • Assignee — Which team member is responsible
   • Due Date — When it needs to be completed
   • Priority — High, medium, or low
4. Tap Save to create the task.

Editing a Task

1. Tap the task card to open the detail view.
2. Tap any field to edit it.
3. Changes save automatically.

Moving a Task Between Columns

Drag and drop: Press and hold a task card, then drag it to the target column.

Or: Open the task detail view, tap the Status field, and select the new column/status.

Deleting a Task

1. Open the task detail view.
2. Tap the ... menu (top right).
3. Select Delete Task.
4. Confirm the deletion.

Note: Deleted tasks cannot be recovered.

Assigning Tasks to Team Members

1. Open the task detail view.
2. Tap the Assignee field.
3. Select a team member from the list.

Only people who are members of your workspace will appear in the assignee list. See Inviting Team Members to add people.

Setting Due Dates

1. Open the task detail view.
2. Tap Due Date.
3. Pick a date from the calendar picker.

Overdue tasks are visually flagged on the board to help you quickly spot what needs attention.

Quick Task from the Dashboard

From the Dashboard, tap + New Task in the quick actions area to create a task without leaving the home screen.