Tasks
How to create, assign, and track tasks for your team.
Tasks give your team a simple way to track work. Create tasks, assign them to people, set priorities, and mark them done as you go.
What you will learn
- How to create and assign tasks
- How to filter and organize tasks
- How to use project-specific task boards
Creating a task
- Go to Tasks in the sidebar
- Click Create (or use the quick-add input if available)
- Enter the task title and description
- Set the assignee, priority, and status
- Optionally link it to a project
- Click Save
Task views
My tasks
The default Tasks page shows tasks assigned to you. Filter by status (pending, in-progress, done) and priority.
All tasks
If you have the right permissions, click All tasks to see tasks across the entire team. This view helps managers track workload distribution.
Project tasks
Open a project and go to its Tasks section to see tasks scoped to that project.
Reordering
Drag and drop tasks to prioritize them. The order you set persists and is visible to everyone viewing the same list.
Editing and deleting
Click a task to edit its details. The description field supports rich text. Delete tasks you no longer need; they move to the trash.
Common questions
Q: Do tasks send notifications?
Task assignments and status changes can trigger in-app notifications depending on your configuration.
Q: Can I set due dates?
Tasks support priority levels. Due date fields depend on the current implementation.