Accessing your project
Click on your project
Navigate to the Project Management tab
Adding a new task
You can add tasks from either Board View or List View:
From Board View:
Click the Add Task button at the bottom of any status column (To Do, In Progress, In Review, Done)
From List View:
Click the + icon next to any status section header
Completing task details
Once you've created a task card, fill in the following information:
Task name and description : Provide a clear, concise name and description so everyone knows what needs to be done.
Assign team members: Select team members to track who's responsible for the task.
Target date: Choose when the task needs to be completed.
Key dates :(optional) Toggle Key Date to mark significant milestones or events. Key dates appear with a diamond icon in timeline, board, and list views.
Phase:Select which project phase this task belongs to, or create a new phase. Learn more: How to add phases
Attachments: (optional) Upload relevant files directly to the task card.
Note: Files must be no larger than 25MB.
Subtasks: (optional) Add subtasks to create a checklist of steps needed to complete the main task. Board View shows subtask completion progress.
Saving and updating tasks
Click Save to add the task to your project
To update task status:
Drag and drop the task card between columns in Board View, or
Click into the task card and select a new status from the Status dropdown
Tip: To copy phases and tasks to another project, click the three-dot icon in the top right corner and select Copy phases and tasks. Within the same project, create a new phase or task card instead.
Need more help with managing tasks? Contact our support team via live chat for personalized assistance.