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Tasks

Create and manage your work items

What are Tasks?

Tasks are the individual work items or pieces of work on your board. Each task can contain a title, description, due dates, subtasks, attachments, comments, and much more.

Tasks move through columns as work progresses, giving you a visual representation of your workflow from start to finish.

Creating a New Task

  1. Find the column - Navigate to the column where you want to add the task.
  2. Click "+ Add a task" - This button appears at the bottom of each column.
  3. Enter a task title - Use action-oriented language (e.g., "Design homepage mockup").
  4. Press Enter or click "Add" - The task is created and added to the column.
  5. Click the task to open it - Add more details like description, due date, labels, etc.
  6. Tip: Press Enter after creating a task to quickly add another one!

Editing Task Details

  1. Click on the task - The task modal opens with all details.
  2. Edit the title - Click on the title to edit it inline.
  3. Add a description - Use the description field for detailed information. Supports rich text formatting.
  4. Add task elements:
    • Labels - Categorize with color-coded tags
    • Due Date - Set deadlines
    • Assignees - Add team members
    • Subtasks - Break into smaller items
    • Attachments - Add files and images
    • Priority - Set Low, Medium, or High
  5. Changes save automatically - No need to click save!

Moving Tasks

There are multiple ways to move tasks between columns:

Method 1: Drag and Drop

  1. Click and hold on the task
  2. Drag it to the destination column
  3. Drop it in the desired position

Method 2: Using the Task Menu

  1. Open the task by clicking on it
  2. Click the "Move" button
  3. Select the destination column and position
  4. Click "Move Task"

Method 3: Quick Actions

  1. Hover over the task
  2. Click the menu icon (⋮) that appears
  3. Select "Move to..." and choose the column

Reordering Tasks Within a Column

  1. Click and hold the task - Grab it by clicking anywhere on the task.
  2. Drag up or down - Move the task within the same column.
  3. Drop in the new position - The task order is saved automatically.
  4. Use priority to organize - High priority tasks can be moved to the top for visibility.

Copying Tasks

  1. Open the task - Click on the task you want to copy.
  2. Click "Copy" in the actions menu - Usually found in the sidebar or task menu.
  3. Choose what to copy:
    • Title and description
    • Labels
    • Subtasks
    • Attachments
    • Assignees
  4. Select destination - Choose the board and column for the copy.
  5. Click "Create Copy" - A duplicate task is created.

Archiving Tasks

  1. Open the task - Click on the task you want to archive.
  2. Click "Archive" - Found in the task's action menu.
  3. Task is moved to archive - It's removed from the board but not deleted.
  4. View archived tasks - Access from the board menu under "Archived Items".
  5. Restore if needed - Unarchive tasks to bring them back to the board.

Deleting Tasks

⚠️ Warning: Deleting a task is permanent. All comments, subtasks, and attachments will be lost.

  1. Archive first - Consider archiving if you might need the task later.
  2. Open the task - Click on the task to view its details.
  3. Click "Delete" in the menu - Usually found at the bottom of the actions list.
  4. Confirm deletion - The task is permanently removed.

💡 Pro Tips

  • Write clear, action-oriented titles: "Review proposal" instead of "Proposal"
  • Use the description for context that team members need to complete the task
  • Set due dates to keep work on track and enable calendar view
  • Use subtasks to break complex tasks into smaller steps
  • Add labels to make filtering and searching easier
  • Assign tasks to make ownership clear and enable "My Tasks" filtering

Related Topics

SubtasksLabelsDue DatesCommentsAttachments