Tasks and task boards

Tasks are where the day-to-day work happens. You can create standalone tasks or organise them into task boards with columns, views, and filters.

Archiving and deleting tasks

Completed or outdated tasks can be archived to keep active views clean, or deleted when they're no longer needed at all.

Creating a task

The fastest way to create a task is from a task board. Open a project, click Create task , and you're done.

Public and private tasks

Tasks can be set to public or private, which controls who can see them within the project. Public tasks are visible to everyone with project access,...

Recurring tasks

Recurring tasks auto-generate the next instance when the current one is completed, so repeating work doesn't need to be created manually each time.

Subtasks and dependencies

Subtasks break a task into smaller steps, each with its own assignee, due date, and status. Dependencies control the order tasks must be completed in.

Task boards overview

Task boards group tasks together under a shared set of columns, with their own views, filters, and configuration.

Task comments and reactions

Every task has a comment thread where discussions, updates, and decisions are stored alongside the work.

Task custom fields

Custom fields extend tasks with data that built-in fields don't cover. Each custom field has a type, a label, and optional configuration, and field values...

Task delegation

Tasks can be assigned to any team member in your workspace, and reassigned at any time as priorities shift or workloads change.

Task followers

Followers are people who receive notifications when something changes on a task , without being the assignee.

Task groups (columns)

Task groups are the columns that organise tasks on a board view . Each group has a name, a colour, and a position, and tasks are assigned to a group to...

Task templates

Templates capture a task's full structure or a board's entire column layout, so repeatable work can be set up in one step instead of being rebuilt from...

Task time tracking

Tracked time on tasks turns into invoice line items, which means the path from doing the work to billing for it runs through a single system.

Task views - agenda view

Agenda view groups tasks by date in a chronological list, so today's work, upcoming deadlines, and overdue items are all separated and easy to scan.

Task views - board view

Board view arranges tasks as cards in Kanban-style columns, where each column represents a task group.

Task views - calendar view

Calendar view places tasks on a month or week grid based on their due dates, so upcoming deadlines and scheduling gaps are visible at a glance.

Task views - list view

List view displays tasks in a table layout with sortable, configurable columns . Values for most fields can be edited directly in the table, so status...

Task views - timeline view

Timeline view lays tasks out as horizontal bars on a date axis, Gantt-style. Each bar spans from a task's start date to its due date, so the duration and...

Tasks overview

When you click Tasks in the main menu, you land on the main Tasks page. By default it opens to All tasks , a flat list of every task across your workspace.