Tasks

Task details and checklists

The task page holds everything about one piece of work: who's on it, when it's due, what done looks like, and the conversation around it.

  1. Click a card or row to open the task. Each task has its own link, so you can share it.
  2. Set the properties at the top:
    • Assignees: one person or several.
    • Priority: Urgent, High, Medium, Low, or None.
    • Labels: from the board's labels.
    • Start date and Due date, with an optional due time.
    • Repeats, List, and Reminder, plus any custom fields on the board.
  3. Write a Description. Markdown works: links, lists, checkboxes, and code. Typing a task key like TSK-12 links to that task.
  4. Click Mark complete when it's done, or Reopen task to undo that.

Add a checklist

  1. On the Overview tab, click Add checklist.
  2. Type items in Add an item and press Enter after each one.
  3. Tick items as you go. The card shows overall progress, like "3/5".
  4. Use the item buttons to edit, move up or down, or delete. A task can have several checklists.

The task menu

Open the … button on the task for Move or copy to another board…, Duplicate, Save as template, Copy link, Copy for AI, Archive, and Delete.

Good to know

  • The Activity tab lists every change, and the Files tab lists attachments.
  • The start date can't be after the due date.
  • When a teammate edits the task you have open, a note says so and you see the latest version. Faces at the top show who else is looking at it.
  • Copy for AI puts a Markdown brief of the task on your clipboard to paste into an AI chat.
  • Delete moves the task to Trash for 30 days. Archive hides it but keeps it on the board. See Trash, archive, and restoring.
  • Related: Subtasks and dependencies, Reminders, Time tracking and estimates.

Didn't find what you needed? Contact support.