Tasks

Tasks are units of work inside projects. They help teams plan, assign, track, and complete delivery work.

Navigation

• Global task list: /tasks
• Team drafts: /tasks/team-drafts
• Project tasks: open a project from /projects, then open Tasks, Plan, Timeline, or the calendar.

/tasks can switch between a list and a calendar.

What a Task Contains

A task can include:

• Project.
• Title and description.
• Status.
• Priority.
• Due date.
• Assignees.
• Parent task and subtasks.
• Dependencies.
• Effort and progress.
• Visibility.
• Comments and attachments.

Task Fields

For exact required fields, accepted values, relationships, and validation rules, see Tasks Field Reference.

Field	Meaning
Title	Short action-oriented task name.
Project	The project where the task belongs.
Assignee	Person responsible for completing the work.
Priority	Urgency or importance, such as low, medium, high, or urgent.
Status	Current work state.
Due date	Expected completion date.
Description	Details, acceptance criteria, or implementation notes.
Effort	Estimated minutes, split equally or custom across assignees.
Visibility	Public, project, or internal.

Task Status

Use task status to reflect the actual work state:

• Todo.
• In progress.
• In review.
• Blocked.
• Done.
• Cancelled.

Workspace views may group by status, priority, assignee, or completed.

If a task requires approval, its approval status can be not required, pending, approved, or rejected.

Dependencies and Effort

• Dependencies are finish-to-start. Add a predecessor or successor in the task, with optional lag days.
• Effort is estimated minutes. Split equally across assignees, or enter a custom split.

Team Drafts

Team members can submit draft tasks for review. Managers review them at /tasks/team-drafts and bulk approve or reject.

Draft tasks can also appear on sprint boards when 4DX Planning is enabled.

Common Workflows

Create a Task

1. Open a project or the Tasks area.
2. Create a task.
3. Add a clear title and description.
4. Set priority and due date.
5. Assign the right team member.
6. Save the task.

Manage Task Progress

1. Open the task.
2. Update status as work moves forward.
3. Add comments or files when context changes.
4. Update due date or assignee if needed.
5. Mark complete when done.

Assign the Best Person

When choosing an assignee, consider:

• Required skills.
• Current workload.
• Project familiarity.
• Job role.
• Availability.

Submit a Team Draft

1. Create a task as a draft, or propose a task from a sprint.
2. Submit it for review.
3. A manager opens Team Drafts.
4. Approve or reject selected drafts.

Add a Dependency

1. Open the task.
2. Add a predecessor or successor.
3. Set lag days if the successor should start after a delay.
4. Save the task.

Good Task Descriptions

A useful task description includes:

• What needs to be done.
• Where the work belongs.
• Expected outcome or acceptance criteria.
• Relevant technical or business context.
• Due date or priority when known.

Related Docs

• Projects
• Tasks Field Reference
• 4DX Planning
• Resources and Capacity
• Comments, Tags, and Collaboration