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Create a task

GuideUpdated

On this page

A task is one card on a board. Each task gets a key from the board prefix and a number, such as WR-28. The key never changes, so links to it keep working.

Open the task form

Two ways to start a new task on the Website Relaunch board
  1. Choose New task in the board header (box 1), or press Shift+N. The task goes into the first list.
  2. Or choose + in the header of a list (box 2). The task goes into that list.

On Home, New task works the same way and adds a board picker.

Fill in the fields

A new task with every field filled in
  1. Title (box 1). Required, up to 256 characters.
  2. Description (box 2). Formatted text: type / for headings, lists, tables, and callouts. Type @ to mention a teammate, who then gets a notification.
  3. Target list (box 3). The button beside it switches between the top and the bottom of the list.
  4. Priority and due date (box 4). Priority is Low, Normal, High, or Urgent. Normal is the default.
  5. Labels (box 5). Pick one or more. The gear button opens the label settings of the board.
  6. Assign to me (box 6) makes you the assignee at once.
  7. Choose Create task (box 7). Turn on Create another first to add several tasks in a row.

Add more in the task page

The task page of WR-8 Online pre-order flow

Select a card to open the task page. Every change saves on its own.

  1. Repeat (box 1) makes the task come back, for example every week. See Repeat a task.
  2. Assignees (box 2). Add as many people as you need. They must be able to open the board.
  3. Add checklist (box 3). A task can have several checklists. Their progress shows on the card, such as 2/4.
  4. Choose files (box 4), or drop files on the Attachments area.
  5. Comment (box 5). Comments support the same formatting and mentions as the description.
  6. Follow (box 6). Followers get notifications about the task without being assigned.

Tips

  • In a description, Insert › Link task or Link page adds a link that always shows the current title.
  • Duplicate task in the task actions (Shift+A) copies the description, priority, due date, labels, and checklists.
  • Drag a card to another list to move it. Or use Move to in the card menu (right-click the card).

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