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What | Task lists are for organizing
projects and the tasks within
them. Use task lists to contain,
order, and group your individual
tasks within a broader
project. |
Why |
|
Who |
|
When | First, create a project, then
task lists — without them, you
can't create tasks!
|
What | Task lists are containers for work
(tasks on your projects) - think
of them as to-do list
headings.are for organizing
projects and the tasks within
them. Use task lists to contain,
order, and group your individual
tasks within a broader
project. |
Why |
|
Who |
|
When | First, create a project, then
task lists — without them, you
can't create tasks!
|
🎓 Learn in-app: Create a task list
Before you
start
Creating a task list should be the first
step after creating a project because
tasks must be added to a task list within
a project. You can't create a task unless
it belongs to a task list.
Create a task
list
The step-by-step is below but make sure you
go beyond this section to Best Practices for
some advice on how to approach task
lists.
These steps showcase Table
view:
- Click Jump to in the left navigation and select a project.
- Select Table to switch to the Table view. The Table tab might be hidden under the "More..." section.
- Click + Add Task List to
launch the task list creation
wizard.
- Type your task list's name.
- Add any relevant notes for the list. Think of this as the list's helper text or description.
- Next:
- Stop there:
Click Add Task List.
- Level up: Modify additional task list
details (options outlined below), then
click Add Task
List.
- Privacy:
Decide who
should (more accurately, who
shouldn't) have
access to the task list.
- More defaults: pin a list, decide if tasks should be billable or non-billable by default, and set property values.
💡 Did you
know that you can
also create a
task list from a template? That
populates the list with a set of templated
tasks you use regularly.
Another
option...
You can also click the + Add
Task List button (and access
the task list creation wizard) from a
project's:
- List view
- Gantt view
Best
practices
- Organize: Use task lists to group
tasks into relevant subsets of work (e.g.
based on department, or by
micro-goal).
- Increase efficiency: Set default properties for new tasks in the task
list. Psst! You can have all new
tasks added to a particular board
column by default.
- Set phased timelines: Attach a milestone to a task list to set a clear target date for task list completion.
Elevate your
task lists
- Repeatable
work:
Create task list
templates to save time (and
probably some heartache) if you have a
set of tasks that regularly need to be
carried out.
- Granular financial visibility: Drill down into your project budget by setting budgets for each task list.