Create a Task

Modified on Mon, 22 Apr 2024 at 08:51 AM

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Creating tasks and posting them to the board makes work expectations visible to everyone involved in a project. Teamy allows you to set a due date, describe the task and assign it to specific people.

In the left side panel, locate and click on the "Workflows" option.

Once you've created a board, utilize the "Add a task" option in any column to create tasks within that column.

Alternatively, hover over the vertical ellipsis located at the top right-hand side of the list name and select "Add a task" to create new tasks.

When creating a task, you will have various options available, including naming the task, assigning users, setting due dates, defining priorities, adding labels, adding a checklist, entering a description, and attaching files.

To add users to the task, click on the "Assign User" icon.

To assign a due date for the task, click on the "Due Date" option.

Click on the "Priority" to choose the desired priority level for the task, ranging from high, medium, normal, to low.

To create or add a label for the task, click on the "Add Label" option.

To create a new label and assign a specific color, click on "Create New Label" and utilize the color picker to choose a color for your label.

To edit a custom label, simply click on the pencil icon next to the respective label.

While in the edit view, you have the option to delete a custom label. It's important to note that the five predefined labels cannot be deleted.

Utilize the "Checklist" option to incorporate a list within the task.provides additional steps for adding a checklist.

⚠️ To sort tasks within a column, click on the actions icon located on the right-hand side of the column name. In this view, you can also add a task, duplicate tasks, rename tasks, and archive tasks.

To rearrange the column titles, simply click and drag them to the desired position.

You can customize the columns displayed in your view by clicking on the title. This action will turn the background gray, effectively removing it from the board. To bring it back into view, click on the title again, and the background will return to its original blue color.

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