Working on a task

Every field on a task, subtasks, comments, and what the card badges are telling you.

Click any task to open it. Everything about that task lives in one panel.

A task open, showing its fields, subtasks and comments
A task open, showing its fields, subtasks and comments

The fields

FieldNotes
AssigneeOne person. Leave it unassigned rather than guessing: unassigned is visible, a wrong name is not
Start dateWhen work should begin. Used by the calendar and dashboard
Due dateWhen it is needed. Overdue tasks are flagged everywhere they appear
SectionWhich group it sits in
PriorityOptional. Only worth using if you actually sort by it
ClientThe organisation this task is for, on projects that serve several
LabelsFree tagging, and a column in the list view
BranchThe version control branch for this task, for teams that work that way
DescriptionThe brief. What "done" means
MilestoneMarks the task as a marker rather than a job. Shown with a diamond

Subtasks

Break a task down with subtasks. The parent shows a done count, so "3/7" tells you where it is without opening it.

Subtasks inherit the parent's assignee when created, which saves a step in the common case where one person owns the whole thing. Each subtask can be opened in its own right, with its own dates, comments and files.

Use them for steps within one piece of work. If a subtask needs its own assignee, its own deadline and its own conversation, it probably wants to be a task in its own right.

Comments

Comments are the conversation about this specific task, kept next to the work instead of in somebody's inbox.

Mention a colleague with an @ and they get a notification. That is the right way to hand something over, because the context travels with it.

What the badges on a card mean

Cards are deliberately dense, so it is worth knowing what you are looking at.

  • A diamond before the title means it is a milestone.
  • A date is the due date, and it is highlighted when overdue.
  • A tick with a fraction is subtask progress.
  • A speech bubble with a number is the comment count.
  • A paperclip with a number is attachments.
  • A small circle at the end is the assignee.

Marking things done

Tick the box on the card or in the list. A completed task stays where it is, struck through, so the shape of the project is preserved and you can see what was actually done.