Tasks Creating a Task From the Tasks list From the Kanban board Task Fields Priority Levels Sub-Tasks Filtering Tasks Completing a Task Deleting a Task Export

Tasks

Tasks are individual work items. Each task can be assigned to team members, given a deadline and priority, and broken down further with sub-tasks.

Creating a Task

From the Tasks list

  1. Go to Task Planner → Tasks
  2. Click New Task
  3. Fill in the details

From the Kanban board

  1. Open a project's Kanban board
  2. Click + in any column
  3. The task is automatically placed in that column

Task Fields

Field Description
Title What needs to be done — required
Description Rich text details, context, or instructions
Assignees Team members responsible for this task
Due date When the task must be completed
Priority Low, Medium, High, or Urgent
Color Visual color for the card on the board
Completed Toggle to mark as done
Tags Labels for filtering and searching
Files Attach documents or images

Priority Levels

Priority Color Use when
Low Green Nice to have, no deadline pressure
Medium Blue Standard work item
High Orange Needs attention soon
Urgent Red Blocking or time-critical

Sub-Tasks

Break a task into smaller steps using sub-tasks:

  1. Open a task
  2. Scroll to the Sub Tasks section
  3. Click Add and fill in the sub-task title
  4. Each sub-task tracks its own completion state

Sub-tasks show as a progress bar on the task card in the Kanban board.

Filtering Tasks

The Tasks list supports filtering by:

  • Assignee — Who it's assigned to
  • Priority — Filter by urgency level
  • Completed — Show only open or done tasks
  • Tags — Filter by label
  • Due date — Overdue toggle
  • Date range — Created or updated between dates

Completing a Task

Toggle the Completed switch on the task, or check it off directly on the Kanban board.

Deleting a Task

Tasks are soft-deleted (moved to Trash). You can restore them later.

Export

Download tasks as CSV for reporting.