4. Tasks

Creating Tasks

Tasks are the core of your project boards.

You can create them in two ways:

• Quick Create – Add a new task directly inside any column by typing a title and pressing Enter.
• Detailed Create – Click a task to open the detail view and add descriptions, due dates, assignees, and more.

Task Details

Each task card contains everything you need to track progress and context.

• Name & Description – Add a clear title and use rich text (bold, links, bullet lists) in the description.
• Status vs Stage – Stage = where the task sits in your workflow (e.g. Design, Build). Status = its current progress (To Do, In Progress, Done).
• Assignees – Assign tasks to team members so everyone knows their responsibilities.
• Priority Levels – Pin high priority tasks
• Labels/Tags – Add quick colour-coded labels like Client Feedback or QA for easy filtering..

Sub-tasks (Checklists)

Break complex work into smaller, actionable steps inside a task card.

Sub-tasks appear as a checklist — tick them off as you go.

Comments & Activity

Each task has its own discussion thread where you can share updates, links, and files.

Use comments to keep all communication tied to the work — no need to chase Slack threads.

Mentions

Tag team members using @username to notify them in comments or descriptions.

Mentioned users receive an in-app and email notification.

Moving Tasks

Update progress visually by dragging cards across columns or stages.

You can also change status or stage directly from the task dropdown.