How to work with a task board and manage your tasks
Task Board Basics
Last Updated: 05.12.2023
With the “My tasks” feature, you can plan and manage your team’s internal workflow. Create tasks for you and your team members, and track their progress using a task board in “Kanban” mode or by specific criteria using the “List” view.
How to Create a Task
Last Updated: 04.12.2023
To achieve your project’s goals, you can divide all the work you have to do into specific steps and create tasks for each of them. In the task card, specify the action that needs to be performed, requirements and expected results, assignees, deadlines, and other useful information.
How to Work with Tasks
Last Updated: 16.02.2024
You can change the status of the task you’re working on by moving it around the board, leave comments, view history, and edit its basic information in the task card.
How to Work with Task History and Comments
Last Updated: 02.06.2023
When managing projects, you need to track a multitude of tasks and interact with your team. To build your workflows effectively, you can view task history, leave comments, and attach documents to discuss them with the team.
How to Work with the Calendar
Last Updated: 31.10.2022
With the help of our CRM calendar, you can view your tasks by date to manage your resources more efficiently and see how much time you need to complete a task.