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DashboardProjectsTasksInvoicesClientsBookingsCalendarRequestsSettingsPlans & Billing

Tasks

Break down work and track progress on every step

3 tutorials

01Beginner5 min read

Adding Tasks to Projects

Learn how to create tasks, attach them to projects, and fill in all the key fields.

Walk through the task creation form — title, description, project, status, priority, due date, and assignees — and understand standalone vs project-attached tasks.

02Beginner4 min read

Task Statuses & Workflow

Understand the three-column Kanban board and how tasks move through each stage.

Learn how the Backlog, In Progress, and Completed columns work, use transition buttons to move tasks, and read priority badges at a glance.

03Intermediate5 min read

Filtering and Managing Tasks

Master the task filters, search, sort options, and bulk operations to stay on top of your workload.

Use date-based view filters, project and priority selectors, full-text search, sort options, and multi-select checkboxes for bulk operations.

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