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.

Attachments

‍Add files directly to tasks to keep all relevant assets in one place.

• Upload files – Drag and drop files onto the attachments area, or click to browse. Supports images, PDFs, documents, spreadsheets, and more (up to 50MB per file).

• Preview & Download – Images show thumbnails inline. Click any attachment to open or download it.

• Remove files – Use the menu on each attachment to remove it when no longer needed.

Cover Images

‍Make tasks visually scannable on your kanban board by setting a cover image.

• From any image attachment, click the menu and select Make cover image.

• The image will display at the top of the task card on the kanban board.

• To remove, click the menu on the attachment and select Remove as cover.

Cover images help you quickly identify tasks at a glance — useful for design work, client assets, or any visual-heavy projects.

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.