Tasks#

Tasks are the core work items in TaskFlow. Learn how to create, manage, and collaborate on tasks effectively.

Creating Tasks#

Quick Task Creation#

1. Click + Add Task at bottom of any list
2. Type task title
3. Press Enter to create
4. Task appears in list

Detailed Task Creation#

1. Click + Add Task
2. Click the new task to open detail panel
3. Fill in details:
   • Title
   • Description
   • Assignee
   • Due date
   • Priority
   • Labels
4. Click outside panel to save

Task from Template#

Use templates for recurring tasks:

1. Click + Add Task
2. Select From Template
3. Choose template
4. Customize as needed
5. Create task

Task Details#

Task Panel#

Click any task to open details:

┌─────────────────────────────────────────────────┐
│ [x] Design homepage mockups            [Star]   │
├─────────────────────────────────────────────────┤
│ Description                                     │
│ Create initial mockups for the new homepage     │
│ design including hero section and features.     │
│                                                 │
│ ┌─────────────────────────────────────────────┐ │
│ │ Assignee: @Sarah    Due: Jan 20    Pri: High│ │
│ └─────────────────────────────────────────────┘ │
│                                                 │
│ Labels: [design] [homepage]                     │
│                                                 │
│ ─────────────────────────────────────────────   │
│ Subtasks (2/4)                                  │
│ [x] Research competitors                        │
│ [x] Wireframe sketches                          │
│ [ ] High-fidelity mockups                       │
│ [ ] Stakeholder review                          │
│                                                 │
│ ─────────────────────────────────────────────   │
│ Comments                                        │
│ John: Looking great so far!                     │
│ Sarah: Thanks! Will share mockups tomorrow.     │
│                                                 │
│ [Write a comment...]                            │
└─────────────────────────────────────────────────┘

Task Fields#

Assignees#

Assigning Tasks#

1. Open task
2. Click Assignee field
3. Search for team member
4. Click to assign

Multiple Assignees#

For collaborative tasks:

1. Click Assignee
2. Add multiple people
3. All receive notifications

Reassigning#

1. Click current assignee
2. Select new person
3. Previous assignee notified

Unassigning#

1. Click assignee
2. Click Remove
3. Task becomes unassigned

Due Dates#

Setting Due Dates#

1. Open task
2. Click Due Date
3. Select date from calendar
4. Optionally set time

Due Date Options#

Recurring Due Dates#

For repeating tasks:

1. Set initial due date
2. Enable Repeat
3. Choose frequency:
   • Daily
   • Weekly
   • Monthly
   • Custom

Due Date Reminders#

Get notified before deadlines:

1. Open task
2. Click Add Reminder
3. Choose when:
   • 1 hour before
   • 1 day before
   • Custom time

Priority Levels#

Setting Priority#

1. Open task
2. Click Priority
3. Select level:

Filtering by Priority#

See high-priority tasks:

1. Click Filter
2. Select Priority
3. Choose levels to show

Labels#

Adding Labels#

1. Open task
2. Click Labels
3. Select existing or create new

Creating Labels#

1. Click Labels > Create Label
2. Enter name
3. Choose color
4. Click Create

Label Examples#

Managing Labels#

Project admins can:

1. Go to Project Settings > Labels
2. Create, edit, or delete labels
3. Set default labels

Subtasks#

Creating Subtasks#

Break down complex tasks:

1. Open task
2. Scroll to Subtasks
3. Click Add Subtask
4. Enter subtask title
5. Press Enter

Subtask Features#

Each subtask can have:

• Title
• Assignee
• Due date
• Completion checkbox

Converting to Task#

Promote subtask to full task:

1. Click subtask menu (...)
2. Select Convert to Task
3. Subtask becomes task in list

Subtask Progress#

Track completion:

Subtasks (2/4 complete)
████████░░░░░░░░ 50%

Attachments#

Adding Attachments#

1. Open task
2. Click Attachments
3. Drag files or click to browse
4. Files upload to DataFort

From DataFort#

Link existing files:

1. Click Attachments > Link File
2. Browse DataFort
3. Select file(s)
4. Click Link

Supported Files#

• Documents (PDF, Word, etc.)
• Images
• Videos
• Spreadsheets
• Any file type

Comments#

Adding Comments#

1. Open task
2. Scroll to comments
3. Type your message
4. Press Enter or click Send

Mentions#

Notify team members:

@john Can you review this?

Formatting#

Comments support markdown:

• Bold: **text**
• Italic: *text*
• Code: `code`
• Links: [text](url)

Comment Actions#

Task Actions#

Moving Tasks#

Drag and Drop:

• Click and drag task card
• Drop in different list

Quick Move:

• Right-click task
• Select Move to
• Choose list

Copying Tasks#

1. Right-click task
2. Select Copy
3. Choose destination
4. Adjust details
5. Click Create Copy

Archiving Tasks#

Archive instead of delete:

1. Right-click task
2. Select Archive
3. Task moves to archive

Access archived tasks via Project > Archived.

Deleting Tasks#

1. Right-click task
2. Select Delete
3. Confirm deletion

Note: Deletion is permanent.

Task Activity#

Activity Log#

Track all task changes:

Activity
─────────────────────
Jan 18, 3:45 PM
Sarah moved to "In Progress"

Jan 18, 2:30 PM
John assigned to Sarah

Jan 18, 2:15 PM
Mike created task

Watching Tasks#

Get notifications for tasks you're not assigned to:

1. Open task
2. Click Watch (eye icon)
3. Receive updates

Bulk Operations#

Selecting Multiple Tasks#

• Cmd/Ctrl + Click: Select individual tasks
• Shift + Click: Select range

Bulk Actions#

With multiple tasks selected:

Keyboard Shortcuts#

Best Practices#

Writing Good Task Titles#

Do:

• Start with action verb
• Be specific
• Keep it concise

Don't:

• Use vague titles
• Make them too long
• Skip important context

Examples:

• "Design homepage hero section"
• "Fix login timeout bug"
• "Write Q1 report summary"

Task Management#

1. Update status - Move cards as work progresses
2. Use due dates - Keep work on track
3. Add context - Description helps others understand
4. Break down large tasks - Use subtasks
5. Communicate on task - Use comments, not separate channels

Next Steps#

• Projects - Manage your projects
• TaskFlow Overview - Return to overview