Within Teamwork, you can create and edit tasks on your projects in a board view.

Select the Board tab in the main navigation bar at the top of your project.

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Hover over the relevant task card and click the edit pencil in the top right. The card will expand to edit mode where you can update the task properties.

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Task property options:

  • Associated task list
  • Assignee
  • Dates
  • Priority
  • Progress
  • Tags
  • Estimated time

Using shortcodes

You can also quickly assign certain task properties using shortcodes in the task name field when creating or editing a task card in board view. 

When you type a supported shortcode, a dropdown will open allowing you to select a corresponding value. Click Save to create or update the task card.

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Supported shortcode options:

  • # - Tag
  • ! - Priority
  • @ - Assignee
  • [ - Dates
  • ~ - Estimated time

Quick view

You can also access full edit mode while remaining in board view by clicking a card. This will open a task details quick view on the right-hand side.

In the quick view, you will see the task displayed as it would in list view, with an Edit Task option in the top right. You can also hover over the task to reveal the edit pencil to the left of the assignee avatar..

When you select edit task in quick view, you will be able to edit all properties of the task.

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For more information, see: Working with Files in Board View