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
- On an open board, click Add Task (or press N).
- 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
- 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.