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.

Click on Workflows in the sidebar.


After creating a board use the Add a task option to create tasks.


Alternatively, hover over the vertical ellipsis at the top right-hand side of the list name to Add a task.


When creating a task you will have the options of naming it, assigning users, set due dates, priorities, add labels, enter a description, and add attachments.



Click on the Assign User icon to add users to the task.


Click on Due Date to assign a date for when the task is due.


Once a task is completed the due date can also be checked off to indicate completion.


Clicking on t Priority will give you the option to set the priority for that task as high, medium, normal or low.


Click on Add Label to create/add a label for the task. You can also color code your labels.



Once a label has been created you will have the option to edit or delete the label.


This is an example of a task that has been assigned to a user.


⚠️ Tasks within a column can be sorted by clicking on the actions icon on the right-hand side of the column name. You can also add a task, duplicate, rename and archive tasks in this view.

You can click on and drag the column titles to rearrange them. Also, you can decide which columns show in your view by clicking on the title to turn the background gray which will remove it from the view. If you want to bring it back into view click on the title again where the background will turn blue.



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