Tasks are calls to action, which you assign to team members in order to improve accountability and help keep your project on schedule. 

Tasks can be standard tasks or approvals. For example:

  • Standard task: review and provide feedback on a project plan, confirm pricing with a vendor, provide workstation design options, repair a broken espresso machine.
  • Approval: approve a budget, approve contractor pricing for repairs, approve vendor contract terms.

How to add a task 

  • Select a project and navigate to the Tasks tab. Select the Add task button. A card titled ‘Create a new task' will appear.
  • In the card that appears, select from the two task types: Standard task or Approval. 
  • Fill in the task title and optional fields. You can also add images.
  • Adding tags to a task will make it easier to find similarly tagged tasks within a project using filters. Learn more about tags here.
  • The task will be public by default. If you would like to make the task private, toggle the Public access switch in the bottom left corner of the card.
  • When you are finished, select Create task at the bottom of the card.
  • You have now created a new task! The task will be visible in the task list. 

How to comment on a task 

  • You can ask for updates or comment on a task by filling in the comment box below the task. To make sure your team gets notified of your comment, use an @mention. To @mention someone from your team, type '@' and a list of team members will appear. You can then select the individuals you want to notify. Learn more about @mentions here.

    Please note that the list of team members will only include users that are part of the project.

You can also create a task tied to a document, allowing you to provide more context for your team. Read on to learn more.

How to create a task within a document

  • Select a project and navigate to the Documents tab. Open a document and select the page you would like the task to reference. Once you have navigated to that page, select the Add task button. A card titled ‘Create a new task” will appear.
  • In the card that appears, select from the two task types: Standard task or Approval. 
  • Fill in the task title and optional fields. You can also add images.
  • Click anywhere within the document to place a reference point. You can add multiple reference points, if needed. Your task will link back to the locations you have selected, providing context for your team.  
  • The task will be public by default. If you would like to make the task private, toggle the Public access switch in the bottom left corner of the card.

   

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