Effective workflow management requires clearly defined tasks, accountability, and easy progress tracking. In Puzzle, Tasks represent individual actions required to build, refine, or complete steps within your workflows. By creating detailed, trackable to-do lists directly within each step, you ensure that your team remains organized, accountable, and efficient.
With Puzzle Tasks, every critical action stays visible empowering your team to streamline workflow development, stay focused, and achieve project goals smoothly.
Benefits of Using Tasks
📝 Create Focused Action Lists: Define exactly what needs to be done within each step to keep progress clear and controlled.
📋 See Task Rollups at the Section Level: View all tasks from every step within a section directly in the Section Sidebar—categorized and visible at a glance.
⚡ Stay Efficient and Aligned: Prevent critical items from falling through the cracks and improve team coordination.
Step-by-Step Guide
1️⃣ Adding a Task
1️⃣ Adding a Task
🆕 Add Task: Within the step sidebar, click the ✔️ icon to create a new task.
✍️ Write a Clear Task Description: Use specific, actionable language to help teammates know exactly what needs to be done.
🚨 Important: If the Tasks input is not visible in your Step Sidebar, you may need to enable it first.
How to Enable Tasks in Step Sidebar Configuration:
Go to Workspace Settings in Puzzle.
Navigate to Step Sidebar Configuration.
Toggle ON the Tasks input.
Click Save, and your Step Sidebar will update automatically.
2️⃣ Managing and Tracking Tasks
2️⃣ Managing and Tracking Tasks
✅ Mark as Complete: When a task is finished, click the ✔️ icon next to it. Completed tasks display a green checkmark with a strikethrough, while incomplete tasks remain clearly visible.
🛠️ Modify or Remove Tasks: You can edit task details by clicking directly on the task. You can also delete unnecessary tasks by hovering over them and clicking the ❌ icon.
3️⃣ View Section-Level Task Rollups
3️⃣ View Section-Level Task Rollups
Puzzle gives you the ability to view all tasks from every step in a Section—conveniently grouped and accessible in the Section Sidebar.
📋 This view shows:
All tasks categorized by step
Completion status at a glance
An overview of action items across the entire process
💡 This makes it easier to manage tasks at scale, monitor team progress, and prep for handoffs or reviews.
🔗 Want to learn how Sections work? Explore the full Sections guide →
💡 Best Tips and Practices
🚦 Prioritize Critical Tasks: Clearly prioritize important actions to prevent workflow delays and keep your team focused on high-impact tasks first.
🔄 Regular Task Reviews: Frequently review your task lists to ensure their accuracy and relevance, especially for long-term projects or evolving processes.
🔗 Include Helpful Links: Add links to important documents or resources within tasks to provide quick access to essential information.
💡 Use Clear Descriptions: Avoid vague descriptions. Instead, provide specific, actionable tasks (e.g., replace "Review document" with "Review the Q4 Marketing Strategy for approval by Oct 25").
📋 Use the Section Sidebar to Stay on Top of Progress: Monitor tasks rolled up at the section level so you can manage process-wide responsibilities without digging through each step.
🚀 Coming Soon: What’s Next for Tasks
We’re actively building out Task capabilities to give you more control, clarity, and flexibility. Here’s a preview of what’s coming soon:
🛠️ Task Integrations
Zapier Integration: Automate workflows when new tasks are created in Puzzle.
Native Integrations: Sync your Puzzle Tasks with tools like Asana, ClickUp, Notion, and Monday.com.
👤 Task Assignment
Easily assign tasks directly to specific team members, enhancing clarity, accountability, and collaboration—perfect for team-based process building.
📋 Task Subitems
Break down complex tasks into smaller subtasks for more granular tracking and detailed project management.
💬 Have ideas or feedback? Visit the Puzzle Feature Request Board to submit new ideas, track progress, or comment on what matters most to you.
Conclusion
Puzzle Tasks provide the foundation for clear, accountable, and organized workflow management. By breaking complex processes into manageable, clear action items, you ensure tasks are completed efficiently, effectively, and without confusion. With exciting upcoming enhancements, including integrations, assignments, subtasks, and roll-up views, managing your workflows will become even more seamless and powerful.
Start leveraging Puzzle Tasks today and watch your workflows become clearer, more structured, and significantly more efficient!