Who this is for: Project managers and team members
Use tasks for actionable pieces of work. A useful task explains what should be finished, who owns it and when it is needed.
Steps
Open Tasks or a project's task section and choose Add Task.
Enter a specific title and description. Choose the project where applicable.
Set the start and due dates, assignee and priority. Add a category, label, milestone or supporting file when your form offers it.
Save the task and open it to review the details. Keep comments and work updates with the task.
Update the status as work progresses. Use the task list or board to review unfinished work and approaching deadlines.
If you get stuck
An assignment does not bypass access permissions. If the expected project or person is missing, check project membership and ask your admin. If a task seems absent, clear date, assignee and status filters before creating a duplicate.