All tasks are added to task lists, so you'll need to make sure that you have at least one task list created for your first task.

Click the button under the task list (and under any existing tasks on the list) to add a new task:



You'll need to add a name for the task so you can save it, or you can choose to add other details:

What needs to be done: Your name for the task. Tip - you can use shortcodes in the task name area, such as using '@Julie' to mention a person or a role, square brackets for a quick due date such as [tomorrow], or '#tag' to add a tag.

Who and when: A task can be assigned to an individual, multiple people or 'anyone'.  Choose a start date and a due date here, too. Tip - you can double-click the name menu to assign a task to yourself quickly.

Notify by Email: Once you've assigned a task to at least one person, you can use this option to notify them by email.

Description: Provide a description for the task, be as detailed as you wish. If you add a URL to this area, it will show as a clickable link. You can also use markdown to format the task description text.

Files: Select files to be attached to the task, these files will be available to access from the task itself and will also be available through the files tab. You can upload (drag and drop or browse and select), attach tasks already uploaded to the project files area, and also associate files from any of the file storage integrations you've enabled on your project, like Google Drive or Dropbox.  

Privacy: Select the people who you wish to be able to view the task (an exception in all cases is an administrator in the owner company). If the privacy option is greyed out, it means that the privacy is being set automatically from the task list privacy settings.  

Priority: Set a priority for the task. A triangle will appear after you have created the task to indicate how important the task is. Red for high, yellow for medium, and green for low.

Progress & TimeEnter how much time you think it will take to complete the task. The person working on the task can adjust the progress percentage based on how much of the task they feel is completed.

Followers: Select people to follow the task - you can choose if they are to receive all notifications, only status changes, or only comments.

Dependencies: Select predecessors for the task using the add dependency option. Dependency relationships can be start-start, start-finish, or finish-finish.

Repeats: Choose when and how often you want the task to repeat. You must have a due date entered for the task for this option to work. Please note - a new repeat of the task will not be shown until the first task is completed.


Tags: Create tags or choose from existing tags - then you can use the tag to filter tasks in various areas within your project or site.