Height Overview

Learn how to get set up to use Height to manage your team's tasks.

Kat Li avatar
Written by Kat Li
Updated over a week ago

With Height, you can manage tasks faster than ever, with a powerful spreadsheet-style interface and integrated real-time chat. Here we'll walk you through how to get set up to start living your best task management life.

If you prefer to watch a video, you can also check out our intro video here: https://height.app/intro

Height is also available as a Mac app here.

Tasks & lists

Creating & editing tasks

Tasks are where you record things that need to get done, whether it's a bug that needs fixing, or a daily responsibility you take care of.

You can either create a new task directly in Height (by tapping "New task" or hitting enter twice on any existing task) or you can copy & paste items from lists outside of Height, i.e. an Excel spreadsheet.

Have a typo in the task name or want to change it entirely? Hit enter once on any task to immediately edit its name inline.

Once you have a task, you can do things like write a description for it (CMD+D ), add attributes like "High-pri" or a due date, or assign it to someone. 

You can also include images and videos, and use markdown to add any needed context to a task.

Changing task status & completing tasks

You can mark tasks as started, in progress, in review, etc. by using the status field.

You can also mark any task as done, by tapping on the box next to it, just like in any to-do list. You can undo this by tapping on the box again.

Subscribing (and unsubscribing!) from tasks

To stay up-to-date on the progress of a specific task, you can subscribe to it. If you created the task, were assigned to it, or mentioned on it, you'll automatically get subscribed to it.

To stop receiving notifications about a specific task, simply unsubscribe from the task by clicking on the Subscribed button or from the task menu.

Subtasks

Every task can also have as many subtasks as you need. In Height, subtasks are a first-class citizen, visible from the main list and you can give them any attributes you want, just like a parent task. For example, some subtasks can be bugs, some can have different owners, some can be high priority, etc.

You can add a subtask just like you'd add a bullet point in a text editor — just hit TAB when creating a task.

Lists

Lists are where tasks live. You can make a list for anything you'd like: a team, a project, a new feature, an upcoming event, and so forth.

You'll start off with some default lists, like #general, but you can also add your own lists from the "+ New List" button at the bottom of the sidebar.

You can also find lists your team has already created by clicking "Browse lists" and browsing the existing set of lists. Clicking the star icon of these lists will add it to your sidebar so you can get back to it easily.

Learn how to make lists private and invite people from outside of your org as guests here.

Smart lists

Smart lists are effectively saved searches that let you pull together tasks from different lists based on filters. You can filter on any attribute, i.e. assignee, status, sprint, etc.

For example, you can create a #bugs smart list that is one central list of all bugs, whether from your iOS app or Android app, etc. 

Another example of a common smart list is #completed, which pulls together all of your company's recently completed tasks, whether from #marketing, #design, #recruiting, etc. This allows you to do a weekly changelog or help with versioning updates.

Common operators like and , or , not , and parentheses are all supported to allow you to filter with granularity to the subset of tasks you're looking for.

You can save smart lists and pin them on your sidebar to make it easy to get back to them.

Other workspace members will also be able to see your saved smartlists and add them to their sidebars.

Chat

In order to make it easy to discuss and collaborate on tasks, you can chat with your teammates directly on a task. Keeping all conversation related to a task in Height helps everyone stay up to date on progress and decisions, which is especially useful for remote teammates and for people to remember and easily reference decisions.

In chat, you can do all the things you'd expect to: @mention people, upload images, gifs, videos, and files, use markdown, and add reactjis to messages.

Chat also has read receipts, making it easy to know who has seen your messages.

Staying on top of your tasks

Inbox

In your sidebar, you have access to your inbox, where you'll see all your notifications in one place. If someone mentions you on a task, replies to your chat message, or assigns you to a task, you'll have a notification in Inbox. Just like with email, you can mark messages as read or unread.

Inbox zero fan? No problem — you can archive notifications in your inbox as you complete them, keeping your inbox spick and span ✨To see archived conversations, simply tap "Show archived conversations" from the menu.

My assigned tasks

Under your Inbox, you'll see your Assigned area. This is where you can find all open tasks that you're assigned to.

From "Browse lists", you can also add your teammates' assigned tasks lists to your sidebar to understand what they're working on.

Command and keyboard shortcuts

To make managing your tasks as fast as possible, every feature in Height is available to use from your keyboard. Once you've selected one or more tasks, use cmd+k (Mac) or ctrl+k (Windows) to open Command.

With Command, you can quickly manage tasks en masse, marking all selected as done, adding a new attribute, like "v109", to them, or bulk removing the assignee.

CMD+K can also be used to navigate around the app, i.e. to hop to "Settings" or "Inbox".

To find tasks, comments, lists, users, and more you can use the search bar button in your upper right corner of your sidebar (or, CMD+P ).

Setting your team up on Height

Custom attributes & view options

One of the first things you'll want to do is set up your own custom attributes. From your Settings → Product settings → Attributes, you can add new attributes, like "Sprint" or "App version" to organize tasks.

You can also change attributes' type (i.e. text field, label, date field, etc), and add additional options to an attribute (i.e. "In review", "Won't fix", etc for Status).

Once you've added your attributes and their options, you can then toggle them as shown or hidden on each list from the "Section by" menu. You can even use the "Subsection by" feature for more granularity. For example, in your #active-sprint list, you may use and want to see "Sprint", "Status", and "Assignees" but in #marketing, you may want to see "Assignee", "Status", "Priority", and "Channel". Everyone looking at that list will see the same attributes and the tasks in the same order.

Visualizations: kanban boards, calendars, and spreadsheet lists

From the view menu, you can also set a list to be shown as either a Kanban board, a calendar, or a spreadsheet.

And you can always switch back and forth between the three!

💡Tip: A message will appear notifying you of unsaved changes if the updated view is not saved following the change.

GitHub & GitLab integration

By connecting GitHub or GitLab to Height, you can link tasks with branches, pull / merge requests, and commits, making it easy to automatically track progress and updates.

Mentioning the unique task ID with the keyword "links" (e.g. "Links" T-123) anywhere on the pull / merge request — in the title, description, or a comment — will automatically link the task with the pull / merge request.

You can also use a closing keyword, like "Close" or "Fixes" in a pull / merge request (e.g. "Resolves T-123) to indicate that the task should be marked as Done when the pull / merge request is merged.

To connect GitHub or GitLab, go to your Settings → Product Settings → Integrations.

Adding members

To add members to your workspace, click "Invite people" from your sidebar. There you can add people by email to get an invitation to join your Height workspace or send them the secret link directly.

Personal Settings

You can change your name, username, and profile picture from Settings Personal settings Profile

From Settings Personal settings Profile, you can also change your password or use Google to authenticate. 

In Settings → Personal settings → Preferences, you can decide if you want to show task IDs and list names, see usernames or full names of your teammates, and set Height to dark or light mode.

Your notification preferences can be set in Settings Personal settings Notifications.

Getting help

We know task management can be overwhelming and getting started on a tool can be daunting. We're here to help along the way: check out our Help Center and you can always send feedback to us from Help > Chat with us in the sidebar menu.

Happy tasking!

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