Tasks

Tasks live on the project’s Tasks tab, as a list or a board. Your own tasks are also listed on My Work.

Create a task

1. Open the project’s Tasks tab and click New task.
2. Enter the title, the assignee, the due date and, if you plan capacity, the estimate in hours.
3. Save. The task starts in the first status.

Status, due date, assignee

• Move a task between statuses on the board, or change the status on the task.
• An overdue task shows up in the assignee’s Needs attention.
• A task without an assignee can be taken with Assign to me.

Comments and files

Every task has comments. Type @ and a name to mention a colleague; they are notified. Files attached to a task or a project are kept in the project’s Files tab, in folders if you like.

Tasks on other records

Tasks can also sit on a company, a person or a deal, for example a follow-up call. They appear on that record and in your My Work list.