Task management

How to manage tasks in boards

  • Create a task

    Last Updated: 11.03.2025

    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.

  • Update tasks

    Last Updated: 03.10.2024

    To manage tasks effectively, it is essential to keep their information up to date. You can do this by updating task data, changing statuses, tracking progress, and communicating with your team.

  • Complete a task

    Last Updated: 11.03.2025

    Completing a task is the final task management stage that records task outcomes. Afterward, you can store, organize, and analyze your completed task data.

  • Set a task stage

    Last Updated: 31.10.2024

    You can update task statuses to clarify their current stages for other team members and improve interactions within your team.

  • Manage task templates

    Last Updated: 03.10.2024

    If you need to do the same task regularly, you can set it on repeat. These tasks are saved as templates, and duplicates will appear on your board as their scheduled date and time approach.

Get started with SendPulse's CRM system