Tasks

Create, review and finish work with comments, files and a clear acceptance flow.

In this section

  • Overview

    See every task in one list, filter by project, status and priority, and read labels from your workflow—not from fixed app names.

  • Dashboard

    The dashboard shows tasks in status columns. Drag a card to change its status and reorder the work on the board.

  • Creating and editing tasks

    Create a task from the header plus control, require an acceptance criterion, and edit the title only while the status is open.

  • Comments, mentions and questions

    Discuss work in Comments with @{name} mentions that notify people. Comments lock in review or when the task is finished.

  • Attachments and PDF review

    Attach files on a task or keep them in Documents. On PDFs comment on selected text or mark a region. Forms need Pro.

  • Review and acceptance

    Start a client review, request a revision or accept the work. Reminders default to 5 days and auto-close to 10.

  • Custom fields

    Add Additional task fields on a premium project: text, date, dropdown, due date, button or integration, with client rights.

  • Filters, search and export

    Filter Tasks by project, status and priority, search tasks or projects, and download the current list as an XLSX spreadsheet.

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