How to add or update a task
Gail Esterhuyse avatar
Written by Gail Esterhuyse
Updated over a week ago

A task card can be something that needs to get done, like a presentation that needs to be completed, or something that needs to be remembered and easily accessible like a brief from a client. Cards can be customised to hold a wide variety of useful information. Quickly add and edit tasks by following the simple steps below!

Video Demonstration:

How to Add a task:

  1. Click the '+Add new card' button beneath your column heading

  2. Type in a card title

  3. Press Enter when complete

How to Add task details:

  1. Click into the Task Card - this will open your task details window

  2. In this view you can add a task due date, description, custom tags, attachments, comments and assign team members- when a team member is assigned to a task they will receive a notification you assigned it to them and will also receive notifications when the task is updated.

  3. Click 'Save' when complete.

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