Within Teamwork.com, you can create individual
tasks in the task lists on your
projects.
To add a new task, go to the List area of
your project.
Click the Add a Task button at
the bottom of the task list to add a new
task. You will need to add a name for the
task
before the option to save is enabled.
Beneath the task name, you
can also choose to add other details before
saving:
- What needs to be done: Your name
for the task.
- You
can use shortcodes in the task
title field to quickly assign task
properties.
- For example,
typing
@will open an assignee dropdown where you can click a person, team, or company to assign to the task. - Task details:
- Assignee: A task
can be assigned to an individual,
multiple people, teams, companies or Anyone.
- Notify
by email: Once you have
assigned a task to at least one
person, you can use this option to
notify them by email.
- If the task is
assigned to you only, you will get an
email notification. If the task is
assigned to multiple people including
you, you won't get notified but the
other people will.
- Start
and due date: Choose a start
date and a due date for the task.
- Description: Provide a
description for the task, be as
detailed as you wish to help the user
complete the task. 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 project's 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.
- Priority: Set a
priority for the task. Once the task is created, a colored flag will
appear beside it indicating the priority level (red for high, yellow for medium, and
green for low).
- Progress & Time: Enter
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.
- Note: Setting progress to
100% will automatically complete the
task.
- Followers: Select
people to follow the task - you can
choose if they are to receive all
notifications, only status changes, or
only comments.
- Tags: Create tags or choose
from existing tags. You can then use
the tag to filter tasks in various areas
within your project or site.
- More:
- 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.
- A new
repeat will not
be displayed until the previous
task is
completed unless you choose to
create it manually.
- 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.
- Reminders: You can set an sms,
email, or mobile push notification to
remind those assigned to complete it from
this area.
- If the task has a due date set, you
can set the date of the reminder based
on the due date of the task.
- Board column: Choose an
existing task board to associate with the task.
- Custom fields: Apply existing task custom fields to the task or create a new one.
- Note: Custom fields are available on per-user Premium/Grow subscriptions and above.
Using shortcodes
You can also quickly assign certain
task properties using shortcodes in the
task
name field when creating or editing a
task.
When you type a supported shortcode,
a dropdown will open allowing you to select a
corresponding value. You can use your mouse to
click the relevant option or use your keyboard
arrows to move up and down the list and press Enter once the relevant option is
highlighted.
Click Save
Changes to create or update the
task.
Shortcode options
#- Tag
!- Priority
@- Assignee
[- Dates
~- Estimated time
For more information, see: Creating a Task for
Multiple Users