Working on a complex task or need more context? Easy. Expand your Board tasks with various details such as checklists, notes and attachments to better divide your workload and share important details. From the Task Menu, you can easily assign checklist items, preview task-attachments in a gallery format, and add clickable hyperlinks to the notes section.
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).
🛠️ How does it work?
All active members can add details to the board tasks as needed
These details will be shared with all collaborators and available for viewing
Tasks can have multiple checklists/notes/attachments
Each task is allocated a storage capacity of up to 100MB for attachments.
🗒️ 📎 Notes & Attachments
🗒️ How to add/edit a note
💻 Web/ Desktop
Open the task
Type in or paste from the clipboard where it says "Add notes.."
Click away.
📱 Android/ iOS
Open the task
Type in or paste from the clipboard in the notes section.
Press done\enter.
📎 How to add/remove attachments
💻 Web/ Desktop
Open the task.
Click on the blue plus on the bottom right corner.
Click on Attachment.
Wait until the upload is complete.
Or, once you open a task you can drag an attachment and drop in the task.
To add attachments in bulk:
Open the task
Select the attachments and drop them in the task.
💡 We now support HEIC files as attachments
💡 To remove an attachment, press the gray bin on the right
📱 Android/ iOS
Open the task.
Press "Tap to add attachment".
Select attachment.
Wait until the upload is complete.
Press on the top right save option or swipe down to save.
💡 We now support HEIC files as attachments
💡 To remove an attachment, press the gray X on the right.
🖼️ How to view attachments in gallery
💻 Web/ Desktop
Open the task
Click on the attachment to view it in the galley.
💡 If you have more attachments for that task you can move between them with the arrows.
Note: This option is currently available on the web app only.
🔊 How to open an audio attachment
💻 Web/ Desktop
Open the task
Click on the attachment to listen to it.
📝 Checklists
✅ How to create/edit a checklist
💻 Web/ Desktop
Open the task.
Click on the blue plus on the bottom right corner.
Select "Checklist".
Once the Checklist is added you can edit the title and item name:
To change the title, press on "Checklist" type in the checklist name.
To add a first check list item, press on "Add a new checklist item" and type in the name.
To change the item name click on item and change the name.
📱 Android/ iOS
Open the task.
Press "Tap to add checklist".
Name the checklist.
Press on the top right save option or swipe down to save.
Once the Checklist is added you can add items and edit them:
To add a first check list item, press on "Add new item" and type in the name.
To change the item name click on item and change the name.
👥 How to assign members to checklist items
💻📱 Web/ Desktop/ Android/ iOS
To learn how to edit the member assignment to a checklist item see Member Assignment page.
📅 How to add due dates to checklist items
📱 Android/ iOS
Open task menu.
Tap on the checklist item.
Tap on the due date icon.
Set the date.
💻 Web/ Desktop
Open task menu.
Click on the 3 dots on the checklist item
Click on "Due date"
Set the due date.