Managing Tasks
Create tasks, assign them to team members, set priorities and due dates, and track progress.
Creating a Task
- Go to Tasks and click Add Task.
- Fill in the task details:
- Title — a short description of what needs to be done
- Description (optional) — additional details or instructions
- Priority — Low, Medium, High, or Urgent
- Assignee — one or more team members responsible for the task
- Due date — when the task should be completed by
- Scheduled date (optional) — when the task should be worked on
- Click Save.
Task Priorities
Tasks can be set to one of four priority levels:
| Priority | When to Use |
|---|---|
| Low | No rush — can be done when time allows |
| Medium | Should be done soon but not critical |
| High | Important — needs attention today or tomorrow |
| Urgent | Drop everything — needs immediate attention |
Priority levels help your team focus on what matters most. High and Urgent tasks are visually highlighted in the task list.
Assigning Tasks
Tasks can be assigned to one or more team members. Assigned members receive a notification and the task appears in their personal task list.
To reassign a task, open it and change the assignee.
Task Status
Tasks move through these statuses:
| Status | Meaning |
|---|---|
| Open | Task has been created but not started |
| In Progress | Someone is actively working on it |
| Completed | Task is finished |
Mark a task as completed by clicking the checkbox next to it, or open the task and change its status.
Sidebar Badge
The Tasks item in the sidebar shows a badge with the number of open tasks assigned to you. This gives you a quick count without needing to open the task list.
Editing and Deleting
Click any task to edit its details — title, priority, assignee, dates, or description. Tasks can be deleted if created in error.
Related
- Recurring Tasks — automate task creation on a schedule
- Schedule — see tasks on the calendar