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Creating and editing tasks

Make a task, set status / priority / assignee, build a Definition-of-Done checklist, break it into sub-tasks, and share it across boards.

Create a task

From any board:

  1. Click the + button on a column header (or anywhere on the board's quick-add bar).
  2. Type a title — ⌘↵ (or Ctrl+↵) submits.
  3. Optionally pick a status (defaults to "Todo") and a priority.
  4. The task gets the next available {prefix}-{N} for that board — e.g. if the engineering board's last task was ENG-11, your new one is ENG-12.

The board you create it on becomes the task's default board — the id shown when there's no other board context (notifications, bare mentions, the task's permalink).

Edit a task

Click any card on the board to open the detail modal. From there:

  • Title and description edit inline. Title and description edits within ~2 seconds of each other collapse into a single audit entry, so you can iterate without flooding the timeline.
  • Status, priority, assignee live in the right-hand property panel. Click any row to change it.
  • Labels apply from the workspace-shared label catalog (managed in Settings → Administration → Task labels).
  • Definition of Done — the checklist below the description is for tracking acceptance criteria. Toggle a row's checkbox to mark it complete; striking through a completed item is automatic.

These properties are the same wherever the task appears — change the status on one board and every board the task is shared to reflects it. Only the task's id and its position in a column are per-board.

Sub-tasks

Use sub-tasks when a task is big enough to need its own sub-tracking but not big enough to be a separate entity.

  • From the detail modal, click + Add sub-issue to create a child task.
  • Sub-tasks show on a board as their own cards — each carries a small ↳ PARENT-N label next to its own id so you can see its parent without opening the modal.
  • A parent card shows a count of its sub-tasks next to its id. Click the count to open a list of those sub-tasks and jump straight to any one.
  • A sub-task and its parent are independent about where they live — a child can be on a different board than its parent, or on no shared board at all. Sharing a parent to a board does not automatically share its children there.

Share a task to other boards

To put a task on another board, open it and use the side panel's Boards section — see Boards and sharing. Each board gives the task its own id, and the task always stays on at least one board.

Archive a task

From the detail modal's ⋯ menu, pick "Archive". Archived tasks disappear from the default board view but stay reachable via direct link, search, and the audit log of any task that referenced them. All of the task's ids stay resolvable, so a #PREFIX-N mention or a pasted link to an archived task still opens it. Archiving is also how you take a task off its last remaining board.