Creating and assigning tasks
To add and assign a task:
- Click the + seen within a section.
- Fill in the task details such as title, task notes, or add a checklist, set a due date, priority levels, and set a reminder.
- Attach files from the desktop by clicking the upload button.
- The maximum size limit per file is 30 MB.
- Assign the task to yourself or another member.
- Click Create.
Activities feed in a task
Every task within a board has feed that shows a timeline of all activities relevant to that task. This feed is also a great way to start conversations around the task.
- Click the task to get a detailed view.
- In the text box below, type your comment.
- Attach files from desktop or cloud by clicking the paperclip icon.
- Supported cloud services include: Zoho Docs, Google Drive, Box, OneDrive, and Dropbox.
- The maximum size limit per file is 30 MB. Click Post.
Marking Tasks as complete
- Click the task to get a detailed view.
- Click Mark as complete at the top of the task window.
Reopening Completed Tasks
- Click the task to get a detailed view.
- Click Reopen task.
- You can edit the assignees, task title, due date, and priority.
Archiving a Task
- Archive completed tasks, so you can refer them anytime you like.
- Click the task to get a detailed view
- Click the menu with the three dots in the top-right side of the pop-up window.
- Click Archive this task.
Viewing archived Tasks
- Click the pending/overdue tasks count in right side of the header of your board.
- Click Archived.
- This will list out all the tasks archived in the Board.
Applying Filters
View just the tasks you need to by using filters.
- Click the Funnel icon in the top-right side of the Board.
- Apply filters based on Assignee, Due Date, Priority, and Status.
- Click Apply.