Tasks & stages

Each project is a board of tasks. You create tasks, drag them across columns as work moves, and close them by setting the task status to Done. A card's column and its status are two different things — this page covers both, plus assignees, deadlines, sub-tasks, dependencies, and your private to-dos.

Create projects and tasks

1. Open Projects and click New to create a project. Give it a name.
2. Inside the project, click New to add a task. Type a title and press Enter.
3. Open the task to add a description, attachments, and notes for your team.

Tasks group under a project. You can run several projects side by side, each with its own board. To talk through a task with your team, use the discussion thread on the task itself — see Talk where the work is.

Move tasks across columns

Each project board uses columns (stages) such as New, In Progress, and Done. Drag a task card from one column to the next as the work advances. Click the gear on a column to rename it, add a column, or change its order. The board shows where every task sits at a glance.

Column and status are two different things

The column shows where a card sits on the board. The task's status is what counts as progress: In Progress, Changes Requested, Approved, Waiting, Done, or Cancelled. Dragging a card into a column named "Done" does not close the task — set the status to Done with the status control on the card. A task is closed when its status is Done or Cancelled, and reports count status, not column names.

One status sets itself: a task blocked by a dependency switches to Waiting automatically.

Assignees, deadlines, priorities

Open a task and pick one or more assignees. Set a deadline — it takes a date and a time, and the due date shows on the card. Click the star to mark a task high priority and pull it to the top of its column.

Sub-tasks and dependencies

Break a large task into sub-tasks from the Sub-tasks tab. Each sub-task gets its own assignee and deadline.

Dependencies set order: mark one task as blocked by another so the second waits until the first finishes. A blocked task's status switches to Waiting on its own.

Keep private to-dos in My Tasks

My Tasks holds your personal to-dos: tasks that belong to no project board. You get your own lanes there (for example Inbox, Today, Done), and your lanes are yours alone — no one else sees them on a shared board. Use it for reminders and side work that should not clutter a project.

Related

• Projects overview
• Run a project
• Record time on tasks