Projects & Tasks

Projects are the core of The Task. Organize your work with Kanban-style boards, create task lists, assign work to team members, and track progress from start to finish.

Understanding Projects

Projects in The Task follow a hierarchical structure:

• Projects — The top-level container for related work
• Lists — Columns within a project (like Kanban boards)
• Tasks — Individual work items within lists

Creating a Project

1. 1. Click Projects in the sidebar
2. 2. Click the New Project button
3. 3.
   Fill in the project details:

   • • Name — A descriptive name for the project
   • • Description — Details about the project's goals
   • • Status — Planning, Active, On Hold, Completed, or Archived
   • • Client — Optionally assign a client user
   • • Start Date — When work begins
   • • Due Date — Target completion date
   • • Private — Restrict visibility to assigned members only
4. 4. Click Create Project

Project Status

Projects can have one of these statuses:

Working with Lists

Lists are columns in your project board, perfect for representing workflow stages.

Creating Lists

1. 1. Open a project by clicking on it
2. 2. Click the Add List card
3. 3. Enter a name for the list (e.g., "To Do", "In Progress", "Review", "Done")
4. 4. Click Create List

Common List Structures

Here are some popular ways to organize your lists:

• • Simple Kanban: To Do → In Progress → Done
• • Development: Backlog → In Progress → Code Review → Testing → Done
• • Content: Ideas → Writing → Editing → Published
• • Sprint: Sprint Backlog → In Development → QA → Ready for Release

Working with Tasks

Creating Tasks

1. 1. Open a project and find the list where you want to add the task
2. 2. Click the + Add Task button at the bottom of the list
3. 3.
   Fill in the task details:

   • • Title — A clear, actionable title
   • • Description — Detailed information about the task
   • • Priority — Low, Medium, High, or Urgent
   • • Assignee — Who will work on this task
   • • Due Date — When the task should be completed
4. 4. Click Create Task

Task Priority Levels

Moving Tasks

Move tasks between lists to update their status:

• • Drag and Drop — Click and drag a task to another list
• • Edit Task — Open the task and change its list from the dropdown

Task Details Panel

Click on any task to open the details panel where you can:

• • View and edit all task information
• • Add comments and discuss the task
• • Attach files and documents
• • View the activity history
• • Start a timer to track time

Project Views

Board View (Default)

The main project view shows all lists as columns with their tasks. This Kanban-style view is great for:

• • Visualizing workflow stages
• • Quickly moving tasks between stages
• • Seeing work in progress at a glance

List View

Click on a specific list to see only its tasks in a focused view. Useful when:

• • You want to focus on one stage of work
• • You have many tasks in a single list
• • You need a detailed view of task information

Backlog View

The backlog shows tasks that aren't assigned to any list. Access it via the Backlog button on the project page.

Filtering and Searching

On the projects list page, you can:

• • Search — Find projects by name
• • Filter by Status — Show only projects with a specific status
• • Toggle View — Switch between grid and list views

Related Topics

• • Track time on tasks
• • Collaborate with comments and attachments
• • Link tickets to projects