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Managing Tasks

Master task creation, assignment, tracking, and automation. Learn best practices for efficient task management.

Updated May 15, 2024 Documentation Team

Managing Tasks

Tasks are the fundamental building blocks of your projects. This guide covers everything from basic task creation to advanced task management.

Creating Tasks

Quick Task Creation

The fastest way to create a task:

  1. Press N anywhere in your project
  2. Type the task name
  3. Press Enter to save

Detailed Task Creation

For more control, use the full task form:

  1. Click + Add Task
  2. Fill in the details:
    • Title: Clear, action-oriented name
    • Description: Additional context
    • Assignee: Who’s responsible
    • Due Date: When it’s due
    • Priority: High, Medium, Low
    • Tags: Categorization labels

Bulk Task Creation

Create multiple tasks at once:

  1. Click + Add Task
  2. Enter tasks separated by line breaks
  3. Use the format: Task name @assignee #due-date

Example:

Review designs @john #tomorrow
Update documentation @sarah #next-week
Deploy to staging @me #today

Task Properties

Status

Track task progress with statuses:

  • To Do: Not yet started
  • In Progress: Currently being worked on
  • Review: Awaiting review or approval
  • Done: Completed

Priority Levels

  • 🔴 High: Urgent, needs immediate attention
  • 🟡 Medium: Important but not urgent
  • 🟢 Low: Can wait, nice to have

Due Dates

Set due dates using:

  • Date picker calendar
  • Natural language: “tomorrow”, “next Monday”, “in 3 days”
  • Keyboard shortcut: Press D

Time Estimates

Add time estimates for better planning:

  • Click the timer icon
  • Enter estimated hours/minutes
  • Track actual time spent

Task Views

My Tasks

See all tasks assigned to you across projects:

  • Filter by due date, project, or status
  • Sort by priority or due date
  • Quick actions without leaving the view

Task Detail View

Click any task to open the detail view:

  • Full description and comments
  • Subtasks and checklists
  • Activity log
  • File attachments

Subtasks & Checklists

Subtasks

Break down complex tasks:

  1. Open a task
  2. Click + Add Subtask
  3. Enter subtask details
  4. Subtasks can have their own assignees and due dates

Checklists

For simpler breakdown:

  1. Open a task
  2. Click Add Checklist
  3. Add checklist items
  4. Check items off as completed

Task Dependencies

Link related tasks:

  • Blocking: This task blocks another
  • Blocked By: This task is blocked by another
  • Related: Tasks that are connected but independent

Best Practices

Naming Tasks

✅ Good task names:

  • “Design homepage hero section”
  • “Fix login button not working on mobile”
  • “Review Q4 marketing budget”

❌ Bad task names:

  • “Homepage” (too vague)
  • “Do the thing” (unclear)
  • “URGENT!!!” (use priority instead)

Task Hygiene

  1. Update regularly: Keep status current
  2. Use descriptions: Add context when needed
  3. Set realistic dates: Don’t over-commit
  4. Close completed tasks: Don’t let them linger
  5. Review weekly: Clean up stale tasks

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