Tasks

Tasks gives your team a full task board to organize and track work. Drag cards between your own custom columns, set priorities and due dates, assign individual members or entire departments, and keep everything documented with notes, attachments, reminders and a full activity timeline — so nothing slips through the cracks.

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The Board

Tasks open on the Board — a Kanban-style view where every column is a category you control (for example To Do, In Progress and Done). Each card is a task, and you can drag cards between columns or reorder them within a column to reflect their status. At a glance, every card shows its title, priority, due date, assignees and a quick indicator for any notes or attachments.

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Creating a task

Click Add Task in the top right of the board (or the + at the top of any column to drop the new task straight into it). Give the task a title and an optional description, then fill in any of the following:

• Category — which column the task starts in.
• Priority — No priority, Low, Medium, High or Urgent. Priorities are color-coded on the card so urgent work stands out.
• Due date — when the task needs to be finished by.
• Assignees — assign one or more workspace members, entire departments, or both. Everyone assigned can see and work the task.
• Custom fields — any extra fields your workspace has configured (see Board settings).

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Working a task

Click any card to open the task detail view. It’s organized into tabs so you can focus on exactly what you need:

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Board settings

Workspace members with permission to manage tasks can customize the board from the Settings tab.

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Categories

Categories are the columns on your board. You can:

• Create new categories and give each one a color.
• Rename or recolor existing categories.
• Reorder categories to change the column order.
• Delete a category — any tasks in it are automatically moved to your first remaining category, so nothing is lost. You must always keep at least one.

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Custom fields

Custom fields let you capture extra structured information on every task. When creating a field, choose a type: Custom fields appear in the create-task form and on the Details tab of every task.