Using tasks
You can use tasks to track, collaborate on, and organise all your work. They can be to-dos, ideas, notes, or reminders - it all depends on how you’ve setup your project area.
When setting up tasks we follow a few basic conventions:
- Assign a task to yourself or a teammate. Tip: Press Tab+M to quickly assign a task to yourself.
- Add a due date so your deadline is clear.
- Add instructions and expectations in the task description field.
- Type @ to link to other tasks, people, conversations, or projects. Note: When you @mention someone, they’ll be added to your task as a follower and receive notifications when new comments/attachments are added.
- Add anyone who needs to stay up to date on your task as a follower. Note: They can always unfollow to stop getting notifications on your task.
- Add comments to ask questions or give followers. It’s useful to @mention people here if there are multiple people working on a project.
- Add relevant files as attachments.
- Create subtasks to break your task into smaller steps. Tip: When you’ve added a subtask, press enter to add another.
- Break down your subtasks into sections if the task has multiple steps. Tip: Use the shortcut Tab+N to create a new section.