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Using the Task Board

Create tasks for your team, track them through five status stages, and filter by project, assignee, or priority.

3 min·4 steps·Updated 2026-04-12
  1. 1

    Open the workspace task board

    Click "Tasks" in the sidebar. This shows every task across all projects, grouped into five status columns: Backlog, To Do, In Progress, Done, and Cancelled.

    Tasks page showing task board with status columns
  2. 2

    Create a task inline

    Click the "+" row at the bottom of any status column to create a task directly in that status. Type the task name and press Enter. Click into it to add priority, assignee, due date, and linked project.

  3. 3

    Filter and sort

    Use the filter bar to narrow by Project, Assignee, Status, and Priority. You can also search tasks by name and sort by status, priority, due date, or name.

  4. 4

    Use project-scoped tasks

    Inside any project, the "Tasks" tab shows only tasks linked to that project. Tasks created here are automatically linked. Use these for release-specific checklists like "Get final master from engineer" or "Confirm ISRC with distributor."

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