Tasks Overview Creating a task Task view Action Required Task fields Task types Subtasks ToDo list Recurring tasks

Task Actions

All key task actions are available in the "More" menu located in the top panel of the task view screen.

Edit Task

To rename a task or convert it into a different task type, select "Edit" from the menu.

Managing Project Types

To move a task from one project to another, click "Move to" and select a new folder/project in the modal window.

Task Recurrence

Select "Make recurring" if you want to automatically crete similar tasks that repeat at a specific frequency (e.g. "Submit a report" task scheduled for every Friday). You can learn more about task recurrence here.

Duplicate/Copy Task

To create a copy of the task within the same or a different project, select "Duplicate" option in the menu, enter new task title, folder and copy options.

Delete Task

To delete a task, simply select "Delete" option from the menu and confirm.

Please note that only a user who created the task or a user with full access within the task's project can delete a task.