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Core Concepts

Tasks

Managing work items and to-dos

Tasks are individual work items within a project. They help break down large projects into manageable pieces and track progress on specific deliverables.

Task Properties

Each task includes:

  • Title - Brief description of the work
  • Description - Detailed requirements and notes
  • Status - Current state in your workflow
  • Priority - Importance level (Low, Medium, High, Urgent)
  • Assignees - Team members responsible (up to 5)
  • Due Date - Deadline for completion

Task Statuses

Move tasks through your workflow:

  • Backlog - Planned but not started
  • To Do - Ready to be worked on
  • In Progress - Currently being worked on
  • For Review - Needs review or feedback
  • For Approval - Awaiting client approval
  • Completed - Work finished

Views

View tasks in different ways:

  • List View - Traditional list with sorting and filtering
  • Kanban Board - Visual board organized by status
  • My Tasks - Tasks assigned to you across all projects

Comments

Add comments to tasks to discuss details, provide updates, or ask questions. Use @mentions to notify specific team members.