Open the task board
Open Tasks in the sidebar (route /tasks). The Board tab shows the default board with the four columns Backlog, Todo, In progress, and Done. If a sprint is currently active, a sprint tab with its name also appears; if you belong to more than one organization, the All organizations tab is added too.
Create a task and maintain its details
Only the title is required when creating a task. In the open task detail, you write a description with Markdown and images, create subtasks, attach files, and write comments with @-mentions.
→ Create a task: description, subtasks, attachments, and comments
Manage the board, columns, and status
Drag and drop tasks between statuses, switch between the kanban and list view, filter and search, manage categories, and create your own columns with their own colors.
Create custom boards
Alongside the default board, you create your own boards with saved filters, group tasks by customer or project, or build a personal board that spans several organizations.
→ Create custom boards: filter, customer, project, and cross-org boards
Set up status notifications
Decide, per status, which people or roles get notified as soon as a task arrives there — regardless of who moved it.
Link and organize tasks
Assign a task to a project, a CRM customer, a milestone, or a parent task, schedule it into a calendar week, and flag what it's waiting on or blocked by.
→ Link tasks: project, customer, milestone, week, and dependencies
All task guides
Frequently asked questions
Do I need to be an Admin or Owner to change boards, columns, or categories?
No. Custom boards, columns, and categories live in the shared organization settings and can be changed by any member with access to Tasks — this isn't an Admin or Owner feature.
Do my colleagues see the same boards I do?
Boards with a filter, and the customer and project overviews, are shared organization settings and visible to the whole team. A cross-org board, on the other hand, is personal and visible only to you.
What happens to a task with the "List only" status?
It disappears from every kanban column, but it isn't deleted — you still find it in the list view and can import it back into the kanban board from there with a click.
Do I get a notification myself when I move a task?
No. Whoever moves a task into a watched status themselves is excluded from status notifications for that specific change.