Managing tasks in Workboard
Create tasks, assign them, set priorities and due dates, and track them in a list or on a board.
On this page
Workboard is where your team keeps track of work. Every task belongs to a project.
How to create a task
- Go to Workboard → Tasks and select New Task.
- Enter a Title (required) and a Description.
- Choose the Project (required).
- Set the Status and Priority.
- Add Labels and Assignees if you need them.
- Set a Start date and Due date.
- Save.
You can also attach files and add checklist items to a task.
List or board
The Tasks page has two views — List and Board. The board shows a column per status, so you can see what is in progress at a glance.
Projects
Group related tasks in Workboard → Projects. Workboard → Overview summarises the work across your projects.
Tasks created for you
Tasks can also be created automatically — by an automation rule, or from a support ticket.
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