Tasks help structure tasks within a card and are used for collaboration. By adding tasks, you can assign responsibilities, define task types, and track progress more efficiently. While assigning executors is optional, doing so helps reduce ambiguity and supports smoother team workflows.
Follow the steps below to add a task and ensure your tasks are properly categorized and tracked.
1. Open the Card Where You Want to Add the Task
- Navigate to the card where the task should be added.
2. Add a New Task
You can add a task in two ways:
- Hover over the "Add to This Card" button and click "Task".
- Or, use the bottom panel by clicking on "Task".
3. Fill in the Required Task Details
To ensure the task is properly configured, complete the following fields:
- Select a Task Type
Choose the type that best represents the task for better tracking and organization.
- Assign an Executor (optional but recommended)
Assigning an executor helps clarify responsibility and ensures accountability. While optional, it's strongly encouraged to prevent confusion over who is handling the task.
- Set the Task Status
Set the current status of the task, such as "Waiting", "In Process", "To approve", etc. This helps provide visibility into the task’s progress and keeps the team aligned.
4. Save the Task
- After filling in the required details, click "Save" to add the task to the card.
- The task will then appear within the card.
