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What | Tasks are for individual to-do
items. They're the most granular
of Teamwork.com's three main work
items and they're a powerhouse.
Tasks are also how you track data
related to work, like: who is
responsible for getting something
done, when, how long it's taken,
etc. |
Why |
|
Who |
|
When | Create a new task for each
piece of work required on your
project.
|
What | Tasks are for individual to-do
items. They're the most granular
of Teamwork.com's three main work
items and they're a powerhouse.
Tasks are also how you track data
related to work, like: who is
responsible for getting something
done, when, how long it's taken,
etc. |
Why |
|
Who |
|
When | Create a new task for each
piece of work required on your
project.
|
🎓 Learn in-app: Create a task
Before you
start
Tasks are added to a task list within
a project. You can't create a task
unless it belongs to a task
list.
💡 There are
multiple ways to view
tasks
in your projects: List, Table, Board,
Gantt. Choose the one that best fits
your
workflow.
Add a task
These steps showcase
Table
view:
- Click Jump to in the main navigation and select a project.
- Switch to the Table tab. Table
might be hidden under the More... section.
- Select a task list heading from the left navigation menu.
- Click + Add a task at the bottom of the list.
- Type your task's name. Try starting the task's title with a verb! That'll keep things focused on what needs to get done.
- Press Enter to create the task.
- Click the assignee avatar and choose the person responsible for completing the task. Multiple people responsible for getting something done? Assign multiple people or even a team.
- Click the due date field and set a
deadline for the task.
- Next:
- Stop there: You've done everything you need to.
- Level up: Add powerful (and helpful) task properties (see the table below).
Task properties
Property | Purpose |
---|---|
Assignee | Choose the person (or people)
responsible for completing the
task. You can even
select teams or
companies! |
Start date | Set a start date for when
work should begin. |
Due date | Set a due date for when work
should be completed. |
Description | Add a brief description to
outline the purpose and
requirements of the
task. |
Files | Attach any relevant files
that may be a helpful
reference (things like
designs, requirements,
contracts, etc.) You can also
attach any newly created
materials when you finish
working on the
task! |
Priority | Set a priority (low, medium,
or high) to help track urgent
work. |
Estimated
time | Estimate the time required to
complete the task. This is
crucial if you want to
dive
into resource management
and
use the
Workload. |
Progress | Update the task's progress
percentage as work is carried
out. |
Followers | Include project members as
followers so that they receive
updates about task
changes. |
Tags | Categorize the task by
applying tags. |
Dependencies | Create dependencies to signal
when the task should be worked
on in relation to other
tasks. |
Repeats | Set a repeating interval for
recurring work. When one task
is completed, the next task in
the sequence is created. |
Privacy | Restrict task access to key
stakeholders. |
Reminders | Schedule reminders to be sent
as the task's due date
approaches. |
Board
column | Use board columns to
designate a status or phase to
the task. |
Custom
fields | Use custom fields to track
unique details about the
work. |
Property | Purpose |
---|---|
Assignee | Choose the person (or people)
responsible for completing the
task. You can even
select teams or
companies! |
Start date | Set a start date for when
work should begin. |
Due date | Set a due date for when work
should be completed. |
Description | Add a brief description to
outline the purpose and
requirements of the
task. |
Files | Attach any relevant files
that may be a helpful
reference (things like
designs, requirements,
contracts, etc.) You can also
attach any newly created
materials when you finish
working on the
task! |
Priority | Set a priority (low, medium,
or high) to help track urgent
work. |
Estimated
time | Estimate the time required to
complete the task. This is
crucial if you want to dive
into resource management and
use the Workload. |
Progress | Update the task's progress
percentage as work is carried
out. |
Followers | Include project members as
followers so that they receive
updates about task
changes. |
Tags | Categorize the task by
applying tags. |
Dependencies | Create dependencies to signal
when the task should be worked
on in relation to other
tasks. |
Repeats | Set a repeating interval for
recurring work. When one task
is completed, the next task in
the sequence is created. |
Privacy | Restrict task access to key
stakeholders. |
Reminders | Schedule reminders to be sent
as the task's due date
approaches. |
Board
column | Use board columns to
designate a status or phase to
the task. |
Custom
fields | Use custom fields to track
unique details about the
work. |
Another
option...
You can also create a
task from the following
places:
- A
project's List, Board,
or Gantt views. Views change
how
you see (and interact) with
tasks. Switch between views
depending on what you
need.
- The + Quick
Add menu
- My Work
- Via email
Best
practices
- Create as you go: Create a task for
each manageable piece of work within a
task list. For even more granularity, use
subtasks.
- Guarantee visibility: Delegate
tasks to the right people, creating a
clear picture of responsibilities.
- Get the basics in: Add start and
end dates, along with a task assignee, to
ensure everyone knows basic task
details.
- Organize: Use task lists to group tasks into relevant subsets of work (e.g. based on department).
Elevate your
tasks
- Efficiency: Create task list
templates (i.e. templates made
up of
tasks!) if processes regularly require
the same set of tasks.
- Automation: Save time by automating steps in your workflow. You
don't need to update key details
as tasks progress. Teamwork.com
can do
that for you.
- Resource management: Add key
task data (dates and
assignees) to be able to schedule and
manage work.
- Reporting: Apply tags to tasks, then report on tasks based on tag criteria.