Step by step
- Open Task Manage > Projects and click the project name, or Action > Open Board.
- The top shows the project details, the team and the count of Tasks, Overdue and Progress.
- To add a task type its name in the add box, choose Assign To, Priority and Due Date, and press Enter or Add Task.
- Drag a task card to another column to change its stage: To Do, In Progress, Review or Done.
- Click a card to open the task: write the Description, add Checklist items and tick them, change Status, Assigned To, Priority, Start Date and Due Date, and write Comments.
- Narrow the board with Search tasks, the member list (All members, My tasks, Not assigned or one member) and All priorities. Board and List switch the view.
- Documents opens the files of the project, and All Projects goes back to the project list.
Good to know
- Adding tasks and changing any task needs the permission to manage project tasks. A team member can move and update only the tasks given to him, and comment on any task.
- The board opens for task managers of the shop and for the members of the project.
- Delete Task in the task window removes the task with its checklist and comments.
- Your tasks of every project are also listed in My Tasks.