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Creating and assigning a task

Tasks are the individual work items tracked on a board. This article covers creating a task and assigning it to a teammate.

Creating a task​

  1. On an open board, click Add Task (or press N).
  2. Fill in the Add Task dialog:
    • Title (required)
    • Description — optional; type / to reference an asset
    • Assignees — click + Add to search and select members
    • Dependencies — click + Add to make this task depend on another task already on the board (only shown once the board has other tasks)
    • List — which column the task starts in
    • Priority — select a priority level
    • Start Date / Due Date — pick dates from the date pickers
  3. Click Add Task to save.

You can also click a column's own Add task link to create a task pre-set to land in that list.

Assigning a task​

  • From the dialog — while creating the task, click + Add under Assignees, search for a teammate by name or email, and click their row to add them. Click a selected assignee's ✕ to remove them before saving.
  • From an existing task — open the task's detail sheet, click + Assign next to Assignees, and pick a member from the list.
  • Assign to me — on a task card, board list row, or the detail sheet, an Assign to me button appears (for unassigned tasks you can pick up) so you can self-assign with one click.

Assignees appear as avatar chips on the task card and in the detail sheet; each chip's ✕ removes that assignee.