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.
- Click a card or row to open the task. Each task has its own link, so you can share it.
- 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.
- Write a Description. Markdown works: links, lists, checkboxes, and
code. Typing a task key likeTSK-12links to that task. - Click Mark complete when it's done, or Reopen task to undo that.
Add a checklist
- On the Overview tab, click Add checklist.
- Type items in Add an item and press
Enterafter each one. - Tick items as you go. The card shows overall progress, like "3/5".
- 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.
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