Creating a task on the Task Tracker

Tasks are the internal breakdown of the work. They are not client facing, and they do not have to map one to one onto anything a client raised.

1. Open the project and click the Task Tracker tab. The board has one column per status: Tasks, In Progress, Pending Review, Need Meeting, Rejected, Cancelled and Closed, each with its own count.
2. Click New task at the top, or the small plus on a column header if you want the task to start in that column’s status.
3. On the first step, fill in Task Title and Description. Both are required. Attach up to three files if a screenshot or a document says it faster, each under 25MB. Click Next.
4. On the second step, set Priority and Status, search for people under Assigned To (Type to search - Optional), set a Due Date and choose Privacy. The due date is pre-filled a week out and privacy defaults to Internal. Click Next.
5. Read the review screen, then click Create Task. You are taken straight to the new task.

Drag a card from one column to another to change its status without opening it. The move is applied immediately and a toast confirms it; if the server refuses, the card slides back where it came from.

Task notifications go only to the people assigned. Nobody else on the project is pulled in, so being on a project does not mean reading everyone else’s task traffic. Assigning yourself still notifies you, which is what makes an assignment show up in My Issues and in your notification list the same way as any other.