Projects & Tasks

Master project and task management to keep your team organized and productive.

Creating a Project

Projects help you organize related tasks and track progress toward specific goals.

Quick Steps:

  1. Click "+ New Project" in the sidebar
    Create Project
  2. Enter project details:
    • Project Name
    • Optional: Project Image
    • Optional: Description
  3. Click "Create Project"

Creating & Managing Tasks

Tasks are the building blocks of your projects. Break down work into manageable pieces.

Create a Task:

  1. Open a project and click "+ New Task"
    Create Task
  2. Fill in task details:
    • Title: Short, descriptive name
    • Description: Add details, context, requirements
    • Assignee: Who will work on this?
    • Due Date: When should it be done?
    • Priority: Low, Medium, High, Urgent
    • Status: To Do, In Progress, In Review, Done
  3. Click "Create Task"

Task Statuses

  • 📝 To Do: Not started
  • 🔄 In Progress: Currently working
  • 👀 In Review: Awaiting feedback
  • ✅ Done: Completed

Priority Levels

  • 🟢 Low: Can wait
  • 🟡 Medium: Normal priority
  • 🟠 High: Important
  • 🔴 Urgent: Critical

Comments & Mentions

Keep discussions contextual by commenting directly on tasks. Use @mentions to notify specific team members.

Adding Comments:

  1. Open any task
    Task Comments
  2. Scroll to the Comments section
  3. Type your comment
  4. Use @username to mention someone (they'll get notified)
  5. Click "Post Comment"

Mention Someone:

Type @ followed by a name to see a list of workspace members. Select someone to mention them.

Example: "@Sarah can you review this design?"

Using Notifications

Stay updated with real-time notifications when important things happen.

You'll Get Notified When:

  • ✓ Someone mentions you with @username
  • ✓ A task is assigned to you
  • ✓ Someone comments on your task
  • ✓ A task status changes
  • ✓ Project updates happen

Managing Notifications:

  1. Click the bell icon 🔔 in the top navigation
  2. View all your notifications
  3. Click any notification to view the related content
  4. Mark as read or clear all

💡 Tip: Configure notification preferences in User Settings to control which events trigger notifications.

Task Attachments

Add context to tasks by attaching relevant files and documents.

Attaching Files:

  1. Open a task
  2. Click the "Attach Files" button
  3. Select files from your computer
  4. Wait for upload to complete
  5. Files appear in the task details

⚠️ Note: Maximum file size is 10MB. Supported formats include images, PDFs, documents, and spreadsheets.

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