The Board Tasks have everything you need in order to document a task so you can easily collaborate with your team or simply track for progress. No matter how complex any of your action items are, you will be able to add all needed context through various features such as: Notes, Assignees, Due Dates, Checklists and more.
Availability:
The following user-types can take advantage of this feature:
Family users - admins and members.
Teams users - admins and members.
The feature is available on both our mobile and web/desktop apps (functionality-based, see below).
π οΈ How does it work?
You can add board tasks to each and every one of your board sections
Tasks can be edited by all active members
Tasks can be easily moved through different board sections
Tasks can be archived when no longer relevant
Note: Board guests and external users can only view items but cannot apply any actions. If needed there is an option to duplicate tasks for team users only.
π To create a new board-task
π‘ You can also add a dues date\ assignee\ tag from the icons above the input.
βοΈ To edit or archive a board-task
π To move a personal-task to a board
π» To move a personal-task to a board on Web/ Desktop
π» To move a personal-task to a board on Web/ Desktop
Open the Task's Menu.
Click on the title of the list next to the reminder.
Select the board in the "Move to..." pop-up.
OR
Hover over the task in the list.
Click on the three dots menu on the right.
Select "Lists".
Select the board in the "Move to..." pop-up.
Note: At this time, moving a personal-task to a board can only be done through the web/desktop apps.
β€΄οΈ To export board-tasks
Note: At this time, exporting board-tasks can only be done through the mobile apps.
π To share a board-task (get a link)
π» To share a board-task (get a link) on Web/ Desktop
π» To share a board-task (get a link) on Web/ Desktop
Right click a board-task or press the 3 dots menu next to the task title to view the quick actions.
Select the 'copy link' option and a link to that specific task will be automatically copied to your clipboard.
Now, you can share this link with any other members of that board for quick viewing.
Note: At this time, you can only get a link for your task on the web/desktop apps.
π To duplicate board-tasks
π» To duplicate board-tasks on Web/ Desktop
π» To duplicate board-tasks on Web/ Desktop
Right click a board-task or press the 3 dots menu next to the task title to view the quick actions.
Click the "Duplicate" option and -
Select the board to which you would like to duplicate the task.
Select the section to which you would like to duplicate the task.
Done! Your task will be copied along with any notes/checklists to your preferred location.
Note: Duplicating tasks is available for board-tasks only (not for personal-tasks).
This feature is only supported for Team users not included in Family.
βοΈ To move a board-tasks to another board
π» To move a board-tasks to another board on Web/ Desktop
π» To move a board-tasks to another board on Web/ Desktop
Open the task.
Click on the section.
Click on "Move to".
Select the board to which you would like to duplicate the task.
Select the section to which you would like to duplicate the task.
Done! Your task will be moved along with any notes/checklists to your preferred location.
Note: Moving tasks is available for board-tasks only (not for personal-tasks).
βͺ To move a task to a different section
βͺοΈ To import board tasks via copy-paste
π‘ Note: You can select to paste multiple items at once, paste a list of items and click on "Add X tasks".
π To add a board-task to My Day
π» To add a board-task to My Day on Web/ Desktop
π» To add a board-task to My Day on Web/ Desktop
You can either:
Open the task and press the circle within a circle icon to add it to My Day
OR
Right click a board-task or press the 3 dots menu next to the task title to view the quick actions.
OR
Open My Day view from the left menu and add a task directly from there.
π‘ To learn more on how to add tasks from the My Day view see the My Day view page.
βοΈ To utilize the board-tasks' quick actions
π» To utilize the board-tasks' quick actions on Web/ Desktop
π» To utilize the board-tasks' quick actions on Web/ Desktop
Right-click a board-task or press the 3 dots menu next to the task's title to see the quick-actions menu, from where you can easily set quick-actions without having to open the full task-view.
Available options are:
Add to My Day - will send the task to your My Day display.
Comment - will open the Activity section for that specific task to add your comment.
Due Date - quickly set a preferred due date.
Assign - choose from any of the board members for quick-assignment.
Tags - choose from any of the board's tags to add to your task.
Duplicate - recreate the same task in another board/section.
Copy link - Get a quick link for your task to share with other members.
Archive - quickly archive redundant items.
Note: At this time the quick actions are available on web only.