Tasks
A task is the unit of work. Every task has a key such as SP-0042 — your
workspace's prefix and a number — which is what its links and its tab use, and
which never changes.
#Making tasks
- New task in the sidebar, or press c t. Type a title, set properties with the chips, and press Enter (or ⌘/CtrlEnter from anywhere in the composer). Alt/Option+Enter creates it and opens it to the side. Tick Create more to keep going with the same properties.
- The + at the end of a List group or a Board column adds a task right there, with that group's value — add in the "Blocked" column and you get a Blocked task.
- Paste several lines into a task view (not into a text box) and you get one task per line, with an Undo.
- In a doc, turn checklist items into tasks — see Docs.
- In chat, a message's menu has Create task from message.
New tasks start in the workspace's default status and type unless something says otherwise. Admins set those defaults in Settings → Workspace Settings.
#What a task holds
Open a task to see and edit:
- Title and description — the description is rich text: / adds a block, @ links a person, task, doc or anything else in the workspace.
- Status, Priority, Type and Labels — see Statuses, priorities, types & labels.
- Assignee — one person.
- Project — at most one.
- Start and Due dates.
- Docs attached to the task, and docs, tasks, comments and messages that link to it.
- Comments — see Comments & mentions.
- When it was created, updated, started and completed.
Everything you change shows straight away, everywhere the task appears.
#Relationships
The Relationships section of a task holds:
- Parent — the task this one sits under. Change it with Change parent (or u r).
- Sub-tasks — tasks under this one. Add one with Add sub-task. A task with sub-tasks shows a progress bar rolled up from them.
- Blocked by and Blocks — tasks that have to finish before this one can, or that wait on it. When everything blocking a task is done, its assignee is told it's unblocked.
- Related — a loose "these are connected" link.
A task has only one parent. Use relations and labels for everything else that connects it to other work.
#Hiding a task from guests
In a Space that has guests, admins and members see a Guests property on each task. Mark a task Internal and guests won't see it, its comments, or its activity.
#Changing many tasks at once
In a task list, select tasks with x (one at a time), v then j/k (a range), or ⌘/CtrlA (all), or Cmd/Ctrl/Shift+click. The u shortcuts then change every selected task at once — u s for status, u p priority, u a assignee, u l labels, u m project, u d due date, u x archive, and more. Press ? for the full list.
#Archiving and deleting
Archive finished work with u x to keep it out of your views without deleting it. Delete with d d or Move to Trash. See Trash & archiving.