Projects & Tasks

Projects are the core of The Task. Organize your work with Kanban-style boards, create task lists, assign work to team members, and track progress from start to finish.

Understanding Projects

Projects in The Task follow a hierarchical structure:

• Projects — The top-level container for related work
• Lists — Columns within a project (like Kanban boards)
• Tasks — Individual work items within lists

Creating a Project

1. 1. Click Projects in the sidebar
2. 2. Click the New Project button
3. 3.
   Fill in the project details:

   • • Name — A descriptive name for the project
   • • Blueprint — Optionally select a blueprint to pre-populate lists, tasks, and subtasks
   • • Description — Details about the project's goals
   • • Status — Planning, Active, On Hold, Completed, or Archived
   • • Client — Optionally assign a client user
   • • Start Date — When work begins
   • • Due Date — Target completion date
   • • Private — Restrict visibility to assigned members only
4. 4. Click Create Project

Project Status

Projects can have one of these statuses:

Working with Lists

Lists are columns in your project board, perfect for representing workflow stages.

Creating Lists

1. 1. Open a project by clicking on it
2. 2. Click the Add List card
3. 3. Enter a name for the list (e.g., "To Do", "In Progress", "Review", "Done")
4. 4. Click Create List

Common List Structures

Here are some popular ways to organize your lists:

• • Simple Kanban: To Do → In Progress → Done
• • Development: Backlog → In Progress → Code Review → Testing → Done
• • Content: Ideas → Writing → Editing → Published
• • Sprint: Sprint Backlog → In Development → QA → Ready for Release

Working with Tasks

Creating Tasks

1. 1. Open a project and find the list where you want to add the task
2. 2. Click the + Add Task button at the bottom of the list
3. 3.
   Fill in the task details:

   • • Title — A clear, actionable title
   • • Description — Detailed information about the task
   • • Priority — Low, Medium, High, or Urgent
   • • Assignee — Who will work on this task
   • • Due Date — When the task should be completed
4. 4. Click Create Task

Task Priority Levels

Moving Tasks

Move tasks between lists to update their status:

• • Drag and Drop — Click and drag a task to another list
• • Edit Task — Open the task and change its list from the dropdown

Task Details Panel

Click on any task to open the details panel where you can:

• • Inline edit — Click any field to edit it directly (title, description, status, priority, assignee, due date)
• • Subtasks — Break tasks into smaller subtasks with their own assignee and due date
• • Comments — Discuss the task with your team, use @mentions to notify specific people
• • Attachments & Links — Attach files and add reference URLs
• • Documents — Link existing documents to the task
• • Time tracking — Start a timer directly from the task panel
• • Expand — Click the expand icon to open the task in a full-width modal for more space

Subtasks

Break down complex tasks into smaller, manageable pieces with subtasks:

1. 1. Open a task's detail panel
2. 2. Click Add Subtask in the Subtasks section
3. 3. Enter a title and optionally set a description, assignee, and due date
4. 4. Click Create

Subtasks inherit the project, list, and priority from their parent task. Click on a subtask to view its details. Subtasks support one level of nesting — subtasks cannot have their own subtasks.

Project Views

Board View (Default)

The main project view shows all lists as columns with their tasks. This Kanban-style view is great for:

• • Visualizing workflow stages
• • Quickly moving tasks between stages
• • Seeing work in progress at a glance

List View

Click on a specific list to see only its tasks in a focused view. Useful when:

• • You want to focus on one stage of work
• • You have many tasks in a single list
• • You need a detailed view of task information

Backlog View

The backlog shows tasks that aren't assigned to any list. Access it via the Backlog button on the project page.

Projects Overview Page

The main Projects page provides a high-level view of all your projects with powerful drill-down capabilities.

Filtering and Searching

• • Search — Find projects by name or description
• • Filter by Status — Show only projects with a specific status
• • Toggle View — Switch between grid and list views
• • Show Completed — Toggle to include or hide completed tasks in the accordion

Accordion Drill-Down

In list view, you can drill down into projects without leaving the page:

1. 1. Click on a project row to expand it and see its lists
2. 2. Click on a list to expand it and see its tasks (with status, assignee, and due date columns)
3. 3. Click on a task to open the task detail sidebar with full editing capabilities

The task detail sidebar on the projects page has the same full feature set as the list view — inline editing, subtasks, comments, attachments, documents, and time tracking.

Quick Create

Create tasks and tickets from anywhere in the app without navigating away from your current page.

Floating Action Button

The pencil icon button in the bottom-right corner of every page provides quick access to create:

• • Tasks — Select a project and list, set priority, assignee, and due date. After creation, the page reloads so you stay where you are.
• • Tickets — Create support tickets with title, description, priority, and assignee.

Keyboard Shortcut

Press Shift + T from any page to open a quick create picker. Choose between creating a task or a ticket, and the corresponding form will appear. The shortcut is disabled when you're typing in an input field.

Related Topics

• • Track time on tasks
• • Collaborate with comments and attachments
• • Link tickets to projects