Working with Tasks
This guide covers the day-to-day operations and features available when working with tasks in the system.
Task Interface
The task interface provides comprehensive task management:
![Task Interface] Screenshot showing the main task interface with all components
Key Areas
- Header: Task title and quick actions
- Details Panel: Core task properties
- Activity Feed: Recent updates
- Related Items: Linked content
Task Views
1. List View
The main task list provides:
- Task overview
- Quick filters
- Bulk actions
- Sort options
- Custom views
![Task List] Screenshot showing the task list view with various options
2. Board View
Kanban-style task management:
- Status columns
- Drag-and-drop
- Visual indicators
- Quick updates
- Team visibility
![Task Board] Screenshot showing the Kanban board view
3. Calendar View
Time-based task visualization:
- Due date tracking
- Schedule management
- Timeline view
- Resource planning
- Milestone tracking
![Task Calendar] Screenshot showing the calendar view
Task Actions
Basic Operations
Common task actions include:
- Edit task details
- Update status
- Change priority
- Modify due date
- Add comments
- Attach files
Advanced Operations
Additional task capabilities:
- Create subtasks
- Set dependencies
- Clone tasks
- Export data
- Generate reports
Task Components
1. Comments
Facilitate team discussion:
- Add updates
- Ask questions
- Share information
- Mention team members
- Attach files
2. Attachments
Manage task-related files:
- Upload documents
- Add screenshots
- Link resources
- Version control
- Preview files
3. Subtasks
Break down complex tasks:
- Create checklist items
- Track progress
- Assign ownership
- Set priorities
- Monitor completion
4. Time Tracking
Monitor task effort:
- Log work hours
- Track estimates
- Record actuals
- View timesheets
- Analyze efficiency
Task Organization
Filtering
Filter tasks by:
- Status
- Priority
- Assignee
- Due date
- Tags
- Custom fields
Sorting
Arrange tasks by:
- Priority
- Due date
- Creation date
- Status
- Assignee
- Custom order
Grouping
Group tasks by:
- Status
- Assignee
- Priority
- Project
- Custom fields
- Timeline
Task Communication
Notifications
Receive updates about:
- Status changes
- Comments
- Assignments
- Due dates
- Mentions
- Attachments
Integration
Connect with:
- Slack
- Teams
- Calendar
- Mobile apps
Task Analysis
Progress Tracking
Monitor task progress:
- Completion percentage
- Time tracking
- Milestone status
- Dependency status
- Quality metrics
Performance Metrics
Analyze task efficiency:
- Cycle time
- Lead time
- Resolution time
- Work distribution
- Team velocity
Mobile Access
Mobile Features
Access tasks on mobile:
- View task details
- Update status
- Add comments
- Upload photos
- Receive notifications
![Mobile Interface] Screenshot showing the mobile task interface
Best Practices
1. Task Management
- Keep tasks updated
- Use clear titles
- Set realistic deadlines
- Track progress regularly
- Document decisions
2. Team Collaboration
- Communicate clearly
- Update promptly
- Share context
- Follow up regularly
- Maintain visibility
3. Time Management
- Prioritize effectively
- Track time accurately
- Manage deadlines
- Balance workload
- Plan realistically
4. Documentation
- Write clear descriptions
- Attach relevant files
- Record decisions
- Update status
- Maintain history
Keyboard Shortcuts
Common task shortcuts:
Ctrl/Cmd + N
: New taskCtrl/Cmd + E
: Edit taskCtrl/Cmd + D
: Duplicate taskSpace
: Quick updateEsc
: Cancel/Close
Tips and Tricks
Productivity Tips
- Use templates for recurring tasks
- Set up custom views
- Use bulk actions
- Configure notifications
- Utilize keyboard shortcuts
Organization Tips
- Use consistent naming
- Apply relevant tags
- Group related tasks
- Maintain clean lists
- Archive completed tasks
For information about task workflows and status management, see Task Workflows.