Tasks
Task planning, assignments, and day-to-day execution.
How-to guides 5
- Add custom fields and manage table columnsCreate custom fields directly from any task table and control which columns each table shows, in what order.
- Create a taskCreate a task from the New Task dialog or the quick-add row, with a clear name, owner, and due date.
- Plan and run sprintsCreate sprints on a Scrum project, fill them by dragging tasks in, then start and complete them as work ships.
- Quick-add tasks with the add rowUse the add-task row at the bottom of task tables to create tasks instantly — press Tab to keep filling in fields without touching the mouse.
- Set up recurring tasksMake a task repeat daily, weekly, monthly, or yearly, and decide what happens when an occurrence is missed.
Concepts 4
- Filter tasks with the query barThe query bar gives you precise, operator-based filters over tasks — combine fields with AND/OR, use date functions, and save queries you use often.
- Task views: lists, boards, and saved viewsUnderstand the different ways to see tasks — tables, boards, timelines, and calendars — and how saved views keep a layout you can return to.
- Understand task statusesTask statuses come from task types, can differ per project, and roll up into five categories for reporting.
- Use task dependenciesMark which tasks must finish first, so the team sees sequence and what is blocked.