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Create a task

Create tasks, set their properties, assign them, change their status, and follow them with comments and an activity log.

A task tracks a piece of work and who owns it. Tasks live on their own page and can later be connected to a canvas so work sits next to the data it relates to. This page covers creating a task, setting its properties, assigning it, moving it through its statuses, and following it with comments and an activity log. For the mental model, see Core concepts: Tasks.

Create a task

  1. In the sidebar (Home tab), click Tasks.
  2. Click New at the top right.
  3. In the dialog, type a name in the Task title... field.
  4. Optionally add detail in the Description... field.
  5. Click Create.

Pressing Enter also creates the task once it has a title. The Create button stays disabled until you enter one.

The New Task dialog with a title, a description, a row of property selectors (Open, High, an assignee, a NAV label, a due date), and Cancel and Create buttons.
The New Task dialog: a title, a description, and a row of property selectors.

Set properties before creating

The create dialog shows a row of property selectors below the description. Set any of them now, or leave them and adjust later from the task:

  • Status and Priority are workspace-defined values; each defaults to the first value configured in your workspace.
  • Assignees picks one or more workspace members.
  • Labels tags the task so you can filter by it.
  • Due date opens a calendar; the button reads Due date until you choose one.
The property row with a Priority selector open, listing Low, Medium, High and Critical with High checked.
Each property selector opens a searchable list, here Priority with Low, Medium, High and Critical.

Assign the task

Assign from the Assignees selector, either in the create dialog or later on the task:

  1. Click Assignees.
  2. In the Set assignees search, find a member by name or email.
  3. Click a member to add them; click again to remove.

You can add several assignees. There is no one-click self-assign, so add yourself the same way, by selecting your own name.

The Assignees selector open with a Set assignees search and a list of workspace members.
The Assignees selector: search members by name or email and click to add.

To reassign quickly from the list without opening a task, right-click its row and use the Assignees submenu. That same menu also sets Status, Priority, Labels, and a due date.

Open and edit a task

Click a task's row to open it on its own page. The page has two panes: the main pane holds the title, description and any linked canvas, and a side panel on the right stacks Properties, Comments and Activity.

  • Edit the title inline (it shows Task Title when empty); it saves when you click away.
  • Edit the description in the editor below it (placeholder Add description...); it also saves as you click away.
  • The Properties panel repeats the selectors from the create dialog, Status, Priority, Assignees, Labels and Due date, so you can change any of them at any time. It also shows read-only Created at and Last updated dates.
The task side panel with a Properties section (Status, Priority, Assignees, Labels, Due date, Created at, Last updated), then a Comments section and an Activity section.
The task side panel stacks Properties, Comments and Activity.

Move a task through its statuses

Statuses and priorities are workspace-defined, so the exact names come from your setup rather than a fixed list. Change one wherever it's handiest:

  • On the list, right-click a task row and open the Status submenu, then pick a value.
  • On the task, open the Status selector in the Properties panel.

The same applies to Priority, from the row menu or the Properties panel.

Comment on a task

The Comments section in the task's side panel is a thread for discussing the work.

  • Type in the Leave a comment... box and press Enter to post (use Shift+Enter for a line break). Comments are plain text.
  • Reply to a comment to start a thread. A comment with replies shows a count such as 2 replies and a Hide replies toggle, along with when the last reply landed.
  • Edit your own comment with its pencil button, then Save or Cancel. An edited comment is marked (edited).
  • Each comment shows how long ago it was posted, with the exact time on hover.
The Comments section with a posted comment showing the author and relative time, above a Leave a comment... box with a send button.
The Comments thread: post with the send button or Enter.

Follow changes in the activity log

Below the comments, the Activity section records changes to the task over time. Each entry names who made the change, what they updated, and how long ago, so you can see a task's history at a glance. Comments and activity are kept as separate feeds.

The Activity feed with entries reading updated the assignees and updated status to In Progress, each with a relative time.
The Activity feed: a running history of changes to the task.

Where to go next