Managing Taskboard

Follow step by step how to Manage your Taskboard

Creating a Task

In this guide, we'll walk through Creating a Task

- click Tasks

- Click on Add Task.

- It will open the Add Task modal.

- Enter Task name and task description.

- To assign task, Click on Assign to chip

- It will open a dropdown of team members.

- Choose the team member you wish to assign the task to and click on their name.

- To set due date on a task, Click on Due Date chip

- It will open a calendar.

- Choose the due date from the calendar.

- To set Set Priority on a task, Click on Set Priority chip

- It will open a dropdown.

- Choose the priority you wish to set to the task.

- To Add Subtask, Click on Add Subtask chip

- It will open a subtask field.

- Enter details.
- You can assign, and set due dates and priority to subtask using the icons next to the field as you did for adding tasks.

- To Add Attachment to Task , Click on Add Attachment chip

- It will open your file explorer.

- Choose the document to be attached and click upload.

- Once done, Click on Create Task button to create the task.

Editing & Deleting tasks

In this guide, we'll walk you through editing and deleting a task

To edit a task, Click on the pencil icon next to it.

Edit the task in place.

Once done click on the Save button

To Delete a task, Click on the Trash icon next to it.

Confirmation modal will pop up. Click confirm to delete the task.

Viewing task and updating task status.

In this guide, we'll walk you through viewing a task, updating task status

To view task, just click on the task row.

It will open the view task modal

You can make any changes you want to the task here as well and then click the Save changes button.

You can view all activity and add comments to the task from here by clicking the add comment field.

Once done close the modal.

- To update task Status , Click on the circle icon on the left of the task.

- Status dropdown will appear.

- Choose the status of the task to update it.

Managing Tasks - Setup your Taskboard