Creating and managing tasks

Assign individual actions, plan their dates and track work that depends on other tasks.

Needs: Core / Projects Pro

Tasks brings standalone actions and project tasks into shared views. You can use an outline or board to review the work, then switch to a timeline or calendar to check dates and dependencies.

Create a task

1. Open Tasks, or add a task from the record it relates to.
2. Write a title that describes the action and add the details the assignee will need.
3. Link the relevant lead, client, company, deal or vendor where applicable.
4. Choose the assignee, due date, priority and task type.
5. For project work, select the project and list, then enter any milestone, start date or estimate.
6. Save and open the task's side pane to check its related record, subtasks and notes.

Standalone tasks use to-do/done states. Project tasks follow their project's stages. A standalone task does not gain an in-progress state simply because it is displayed beside project tasks on a shared board.

Add dependencies and check dates

A waits-on dependency identifies a task that must finish first. The application rejects self-dependencies and chains that form a loop. Blocked work is marked on the timeline, including a hatched appearance where used.

The assignee still needs to know what is blocking the task and when to follow up. Keep a useful note when the dependency alone does not explain the situation.

Calendars and timelines show saved task dates. An undated task may remain in the backlog, so check its dates and current filters if it is missing from a calendar.

Complete the work

Mark the task complete when the action has been carried out. Review subtasks and time records separately where needed. Use sprints to plan a group of tasks for a period, or projects to organize a larger job.