Tasks
What it is
A Task is a unit of work. You create tasks to track what needs to be done, assign them to people, set due dates, and monitor progress. Tasks can have comments, attachments, and custom fields.
When to use it
Create a task whenever you have work that needs to be tracked: something to do yourself, something to delegate, or something waiting for approval. Use tasks to organize deliverables, follow-ups, and action items.
Where to find it
Open any Space and navigate to the Tasks section. Click New task to create one. Tasks appear in your dashboard, in task lists, and in your notifications.
How it works
- Create a task with a title, description, and optional due date.
- Assign it to yourself or a colleague.
- Comment on it to discuss details or ask questions.
- Attach files or reference materials.
- Mention people with
@nameto notify them. - Change status from Open to In Review to Closed as work progresses.
- Add custom fields if your administrator has defined them (risk level, priority, category, etc.).
When a task is assigned to you or you're mentioned, you'll get a notification through your preferred channels (email, in-app bell, phone push).
When a task is closed, the person who created it may be notified depending on the task workflow.
Related
- Creating a Task — step-by-step guide
- Comments and Mentions — collaborate on tasks
- File Attachments — attach documents
- Notifications — control how you're alerted
- Task Automation — automatic task creation