Tasks

Tasks are units of work inside projects. They help teams plan, assign, track, and complete delivery work.

Navigation

• Global task list: /tasks
• Project tasks: open a project from /projects, then open its task area.

What a Task Contains

A task can include:

• Project.
• Title and description.
• Status.
• Priority.
• Due date.
• Assignees.
• Dependencies.
• Effort and progress.
• Comments and attachments.

Task Fields

For exact required fields, accepted values, relationships, and Copilot action validation, see Tasks Field Reference.

Field	Meaning
Title	Short action-oriented task name.
Project	The project where the task belongs.
Assignee	Person responsible for completing the work.
Priority	Urgency or importance, such as low, medium, high, or urgent.
Status	Current work state.
Due date	Expected completion date.
Description	Details, acceptance criteria, or implementation notes.

Task Status

Use task status to reflect the actual work state. Common states include backlog, todo, in progress, blocked, in review, and done. Status names may vary based on workspace configuration.

Common Workflows

Create a Task

1. Open a project or the Tasks area.
2. Create a task.
3. Add a clear title and description.
4. Set priority and due date.
5. Assign the right team member.
6. Save the task.

Manage Task Progress

1. Open the task.
2. Update status as work moves forward.
3. Add comments or files when context changes.
4. Update due date or assignee if needed.
5. Mark complete when done.

Assign the Best Person

When choosing an assignee, consider:

• Required skills.
• Current workload.
• Project familiarity.
• Job role.
• Availability.

Good Task Descriptions

A useful task description includes:

• What needs to be done.
• Where the work belongs.
• Expected outcome or acceptance criteria.
• Relevant technical or business context.
• Due date or priority when known.

AI Copilot Tips

Try asking:

• "Create a task for frontend development in Support Subscription."
• "Find the best person for this task based on skills."
• "What tasks are overdue?"
• "What should I work on next?"

Related Docs

• Projects
• Tasks Field Reference
• Resources and Capacity
• Comments, Tags, and Collaboration
• AI Copilot