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6.3. Adding and Managing Tasks within a Project

Documentation for 6.3. Adding and Managing Tasks within a Project

6.3. Adding and Managing Tasks within a Project
Documentation for 6.3. Adding and Managing Tasks within a Project
6. ProjectsUpdated: 4/8/2026
  1. Within a project's Kanban board, under a specific phase column, click the + button to add a new task, or click the Add New Task button on the left-hand side.
  2. Fill in the task details in the "Add New Task" form:
    • Title: A brief name for the task (e.g., "Configure new router," "Develop migration script").
    • Task Type and Priority: Categorize and prioritize the task within the project.
    • Description: Detail the steps or requirements for completing the task.
    • Estimated Hours and Actual Hours: Track the planned and actual time spent on the task.
    • Due Date: Set the deadline for the task.
    • Assigned To: Assign a specific user to complete the task.
    • Checklist: Add checklist items to break down the task into smaller, trackable sub-components (e.g., "Item 1: Verify network settings," "Item 2: Backup existing configuration").
    • Add Dependency: (If available, this feature allows you to link tasks that depend on each other).
  3. Click Save. Tasks will appear as cards within their respective phase columns.

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