Tasks & team boards

Before you begin

• A clear action and the teammate responsible for it.
• Access to the relevant team task workspace.

How to use it

1. 1

   Create the task

   Open To do and add a task with a short action-oriented title. Include enough detail for someone else to complete it.

2. 2

   Assign and schedule it

   Choose the responsible person and due date. Add priority, tags or a star when they help the team sort the work.

3. 3

   Use views to focus

   Search or filter the list to see work for a person, status or priority. Keep related work organized with the workspace’s available grouping tools.

4. 4

   Update progress

   Open the task to change its details or completion state. Review outstanding tasks regularly so completed work does not remain in the queue.

Screen walkthrough

Select a screenshot to zoom in. These are actual platform components using fictional example data.

Explore this screen

01Use assignments, dates, priorities and tags to organize team work.