Task Management

Create, assign, and track individual tasks within your projects.

Viewing Project Tasks

To see all tasks associated with a specific project:

  1. Navigate to the project's main view page (`View Project`).
  2. Click the "Tasks" tab.

This displays a list of all tasks belonging to the project.

Tasks tab within a project showing list of tasks, status, assignee, and actions

  • The list shows the Task Title, Due Date (if set), Status, and Assignee.
  • You can use the action buttons ( Edit, Delete) if you have the necessary permissions (Editor, Admin, Owner).

Adding a New Task

(Requires Editor, Admin, or Owner role)

  1. On the project's "Tasks" tab, click the "Add Task" () button.
  2. The "Add New Task" modal window will appear.

    Add New Task modal window

  3. Enter a Title for the task (required).
  4. Optionally, add a Description, select an Assignee from the project members list, set a Status (default is 'Todo'), add Start Date and Due Date, and set a Priority (Low, Medium, High).
  5. Click "Add Task".

The new task will appear in the task list.

Editing a Task

(Requires Editor, Admin, or Owner role)

  1. On the project's "Tasks" tab, click the "Edit" icon () next to the task you want to modify.
  2. The "Edit Task" modal window will appear, pre-filled with the task's current details.

    Edit Task modal window pre-filled with task data

  3. Update the Title, Description, Assignee, Status, Dates, or Priority as needed.
  4. Comments: You can view existing comments and add new ones within the modal. Type your comment and click "Add Comment".

    Comments section within the Edit Task modal

  5. Click "Save Changes".

Linking Tasks to Kanban Cards

You can associate specific project tasks with cards on your Kanban boards for better workflow visibility.

  1. Open the details modal for a Kanban Card (See Kanban Boards Documentation).
  2. In the sidebar, click the "Link Task" button/dropdown.
  3. Select an existing task from the list of project tasks.
  4. Click "Add Link".
  5. Linked tasks will appear in the sidebar of the card details modal. You can click the task name to view it (if a dedicated task view exists) or click the (x) icon to unlink it from the card.

Dropdown menu for linking tasks to cards and the resulting list of linked tasks in the card modal sidebar

Note: This creates a link between the card and the task; it doesn't duplicate the task information.

Deleting a Task

(Requires Editor, Admin, or Owner role)

  1. On the project's "Tasks" tab, click the "Delete" icon () next to the task you want to remove.
  2. Confirm the deletion when prompted.

Warning: Deleting a task is permanent and will also remove associated comments and links to cards.