Creating a Task 

You have two ways of adding a Task and this will depend where you are in the platform. While Tasks will appear in Workspaces, Tasks must live on a Project first.

Creating a Task when in a Project

  1. Open any view on a Project
  2. In the top right hand corner select Add Task

3. If you want to change the Task Template from the default, you will need to do this first

4. Give the Task a title

5. Select Create Task

6. You can then edit the task and add fields, when you're done select Save

Creating a Task when you are in a Workspace

  1. Select the + icon in any Workspace
  2. Select Task
  3. You will need to choose the Project that the Task will live on

4. If you want to change the Task Template from the default, you will need to do this first

5. Give the Task a title

6. Select Create Task

7. You can then edit the task and add fields, when you're done select Save

Editing a Task 

To edit a Task 

  1. Select the task you wish to edit
  2. This opens the Task and allows you to customise it and change the fields
  3. Then press Save

Deleting a Task

Deleting a task removes the task permanently. Any checklists, descriptions and comments on the task will be removed. There are a few ways to delete tasks depending on what view you're on.

To Delete a Task on any view:

  1. Open the Task
  2. Select Delete at the bottom right of a Task

On a Kanban view:

  1. Hover over a Task
  2. Select the more ... icon
  3. Select Delete

On a Table view - this is the only way to delete tasks in bulk

  1. Hover over the task until a circle appears on the left of the Task
  2. Select the circle (select more or all at the top if deleting in bulk)
  3. Select Update Tasks
  4. Select Delete

On a Timeline View

  1. Hover over a Task
  2. Select the more ... icon
  3. Select Delete

Archiving a Task 

We recommend archiving old Tasks that you still need to keep a record of. This will hide a Task from view but will not delete it or its content.

To set the Task to Archived:

  1. Open a Task
  2. Select the status dropdown at the top of the Task
  3. Select Archived

To Find an Archived Task

  1. Archived Tasks will still appear in Global Search at the top of the Platform

In a Kanban View

  1. Open a Project or Workspace that the Task belonged to
  2. Select the more ... icon
  3. Select show/hide lists
  4. Toggle on Archived
  5. All Archived Tasks will appear in a list
  6. You can change the status of the Task to bring it out of archived state

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