HOW-TO GUIDE
Create a task
Set ownership, project, dates, and documents.
Some labels and available options may vary by interface language and account permissions. Select any screenshot to enlarge it.
In this guide
1. Start in the right status column2. Enter the task details3. Complete dates and attachments1
Start in the right status column
Select “Add task” beneath the appropriate board column.
2
Enter the task details
Enter the required task title, then choose the service type, assignee, project, and client as needed. Review the team-sharing and all-projects options before enabling them.
3
Complete dates and attachments
Set start/end dates, estimated hours, and task details. Attach relevant documents and select “Save.” The date controls expose a Gregorian calendar option.
Was this guide helpful?
Your choice is saved in this browser only.