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

1

Open the project

Go to the project where you want to create the task.

2

Go to the Tasks tab

Select the Tasks tab in the project.

3

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)

4

Create

Click Create to save the task.

Quick Add

1

Type the task title in the quick add input at the top of the task list.

2

Press Enter to create the task quickly.

3

Edit details later if needed.

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

1

Click on the task to open it.

2

Edit any field in the task.

3

Changes save automatically.

Change Status

• Click the status dropdown

• Select the new status

Status changes are logged in history.

Reassign

1

Click the assignee field.

2

Search for or select a new person.

3

The new assignee is notified.

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

1

Open the task you want to link.

2

Click Link Issue.

3

Select or create an issue to link.

4

The link appears on both the task and the issue.

Link to Requirements

1

Open the task.

2

Click Link Requirement.

3

Select the requirement to connect.

4

Track which requirements each task addresses.

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

1

Open the task.

2

Scroll to the comments section.

3

Type your comment and use @mentions to notify specific people.

4

Click Post to publish the comment.

Deleting Tasks

1

Open the task you want to delete.

2

Click the ... menu.

3

Select Delete and confirm the deletion.

Note: Deleted tasks cannot be recovered.