# Managing Tasks

Tasks are individual work items within a project. They help you track what needs to be done and who's responsible.

## Creating Tasks

### From the Project

{% stepper %}
{% step %}

### Open the project

Go to the project where you want to create the task.
{% endstep %}

{% step %}

### Go to the Tasks tab

Select the Tasks tab in the project.
{% endstep %}

{% step %}

### Create a new task

Click **+ New Task** and fill in the details:

* **Title** – What needs to be done
* **Description** – Additional details
* **Assignee** – Who's responsible
* **Due Date** – When it's due
* **Priority** – High, Medium, or Low
* **Phase** – Which project phase (optional)
  {% endstep %}

{% step %}

### Create

Click **Create** to save the task.
{% endstep %}
{% endstepper %}

### Quick Add

{% stepper %}
{% step %}
Type the task title in the quick add input at the top of the task list.
{% endstep %}

{% step %}
Press Enter to create the task quickly.
{% endstep %}

{% step %}
Edit details later if needed.
{% endstep %}
{% endstepper %}

## Task Properties

| Property        | Description                          |
| --------------- | ------------------------------------ |
| **Title**       | Brief description of the work        |
| **Description** | Detailed information or instructions |
| **Status**      | Current state of the task            |
| **Assignee**    | Person responsible                   |
| **Due Date**    | Deadline for completion              |
| **Priority**    | Importance level                     |
| **Phase**       | Project phase this task belongs to   |
| **Tags**        | Categories for organization          |

## Task Statuses

| Status          | Meaning                      |
| --------------- | ---------------------------- |
| **Not Started** | Task hasn't begun            |
| **In Progress** | Currently being worked on    |
| **Blocked**     | Waiting on something         |
| **In Review**   | Completed, awaiting approval |
| **Completed**   | Finished                     |

## Updating Tasks

### Edit Task Details

{% stepper %}
{% step %}
Click on the task to open it.
{% endstep %}

{% step %}
Edit any field in the task.
{% endstep %}

{% step %}
Changes save automatically.
{% endstep %}
{% endstepper %}

### Change Status

* Click the status dropdown
* Select the new status

Status changes are logged in history.

### Reassign

{% stepper %}
{% step %}
Click the assignee field.
{% endstep %}

{% step %}
Search for or select a new person.
{% endstep %}

{% step %}
The new assignee is notified.
{% endstep %}
{% endstepper %}

## Organizing Tasks

### Drag and Drop

Reorder tasks by dragging them:

* Drag within a phase to reorder
* Drag between phases to move
* Priority and order are preserved

### Filtering

Filter the task list by:

* **Status** – Show only specific statuses
* **Assignee** – Tasks for specific people
* **Phase** – Tasks in specific phases
* **Priority** – High, Medium, or Low
* **Due Date** – Overdue, due today, due this week

### Grouping

Group tasks by:

* Phase
* Assignee
* Status
* Priority

## Linking Tasks

### Link to Issues

{% stepper %}
{% step %}
Open the task you want to link.
{% endstep %}

{% step %}
Click **Link Issue**.
{% endstep %}

{% step %}
Select or create an issue to link.
{% endstep %}

{% step %}
The link appears on both the task and the issue.
{% endstep %}
{% endstepper %}

### Link to Requirements

{% stepper %}
{% step %}
Open the task.
{% endstep %}

{% step %}
Click **Link Requirement**.
{% endstep %}

{% step %}
Select the requirement to connect.
{% endstep %}

{% step %}
Track which requirements each task addresses.
{% endstep %}
{% endstepper %}

## Task Notifications

You receive notifications when:

* A task is assigned to you
* A task you own is updated
* A task due date is approaching
* Someone mentions you in a task comment

## Comments on Tasks

Add comments to tasks for:

* Questions and clarifications
* Progress updates
* Decisions and approvals

### Adding a Comment

{% stepper %}
{% step %}
Open the task.
{% endstep %}

{% step %}
Scroll to the comments section.
{% endstep %}

{% step %}
Type your comment and use @mentions to notify specific people.
{% endstep %}

{% step %}
Click **Post** to publish the comment.
{% endstep %}
{% endstepper %}

## Deleting Tasks

{% stepper %}
{% step %}
Open the task you want to delete.
{% endstep %}

{% step %}
Click the **...** menu.
{% endstep %}

{% step %}
Select **Delete** and confirm the deletion.
{% endstep %}
{% endstepper %}

{% hint style="warning" %}
**Note**: Deleted tasks cannot be recovered.
{% endhint %}