Create task cards for things you need to get done, or need to remember and access easily, like completing a presentation, or retrieving a brief from a client.
Task cards can be customised to hold a wide variety of useful information. Quickly add and edit tasks by following the simple steps below!
Access Your Project
Click on your project and navigate to the Project Management tab.
Add a Task
You can add tasks to your project from the Board and List view of your Project management tab. Below are step by steps on how to do this:
Board View: Click the “Add Task” button at the bottom of any column (To Do, In Progress, In Review, Done).
List View: Click the “+” icon next to the status section headers.
Enter Task Details
First, fill out the key information required for the task at hand.
Task Name and Description | Provide a clear and concise task name and description so everyone knows what needs to be done. |
Assign Team Members | Assign tasks to other team members to track who's doing what. |
Select a Target Date | Choose a due date for your task. This date indicates when you need the task to be completed. |
Indicate Key Dates | Once you have selected a target date, you will then have the option to make this date as a Key Date. Key Dates will show a diamond icon in the timeline, board, and list views. These dates highlight significant milestones or events, such as meetings or project deadlines. |
Select a Phase
Phases help organise tasks according to different stages of your project, so choose the phase that the task will be assigned to.
You can select from existing phases or create a new one. Click here to learn how to add phases.
Add Attachments
Attach any necessary files to your task card. You can store all relevant documents and resources directly within the task.
Note: Files must be no larger than 25MB.
Include Subtasks
Add subtasks to create a checklist that represents the steps needed to complete your main task.
In the Board view, you can track the progress of these subtasks, and see how many have been completed versus how many are assigned to the main task.
Create the Task
Click "Save" to finalise and add the task to your project.
Update Task Status
To help keep everyone updated on the task's progress, you can either:
Update the status of the task by dragging the task card between columns in the Board view (e.g., from To Do to In Progress).
Click into the task card and select from the “Status” list.
By following these steps, you can efficiently manage and organise your tasks, ensuring your project runs smoothly, and all team members stay informed and engaged from start to finish!