In the next win­dow, fill in the fol­low­ing fields:

1 Enter the task title

When cre­at­ing a task, we rec­om­mend using the 5 SMART principles.

Tip We rec­om­mend nam­ing projects and tasks accord­ing to one con­sis­tent prin­ci­ple, so any man­ag­er or employ­ee can quick­ly under­stand a new project.

2 Select the assignee

A task can only have one assignee. If you need sev­er­al respon­si­ble peo­ple, break the work down into sub­tasks and assign the appro­pri­ate per­son to each one.

3 Set due dates

A task can have the fol­low­ing sched­ul­ing options:

- No date: the task has no defined start or end date;
- Dead­line only: for exam­ple, due by Fri­day, Feb­ru­ary 13;
- Start and fin­ish dates: for exam­ple, start­ing on the 23^rd and end­ing on the 27^th;

You can also add task repeat: for exam­ple, ​“Month­ly report every Fri­day of the new month.”

4 Set the task pri­or­i­ty

In the sys­tem, you can choose a pri­or­i­ty from 1 to 10, where 10 is the high­est. There is also a zero pri­or­i­ty, dis­played as a pause.

5 Add the task status

Sta­tus­es help orga­nize work and track task progress. Use sta­tus­es to quick­ly see which tasks are in progress, need review, or are already com­plet­ed. This is espe­cial­ly use­ful when work­ing with a large num­ber of tasks.

6 Add task labels

Labels help struc­ture tasks fur­ther and make it eas­i­er to find the right infor­ma­tion. You can cre­ate your own labels for your account based on your team’s needs. You can also see how our clients use labels for time track­ing in our blog.

7 Esti­mate

At the begin­ning, you can skip this field. It is a gen­er­al plan for the expect­ed time and costs of the task.

8 Describe the task

In this field, you can add a task descrip­tion (wiki), any use­ful infor­ma­tion for all par­tic­i­pants, as well as the nec­es­sary files and documents.

9 Sub­scribe project mem­bers to the task

The mem­bers you sub­scribe to this task will receive noti­fi­ca­tions about cer­tain actions in the task, such as date changes or new com­ments. We rec­om­mend sub­scrib­ing only those who are actu­al­ly involved in the work.

10 Restrict vis­i­bil­i­ty if need­ed

Using the pri­va­cy block, you can make a task vis­i­ble only to spe­cif­ic peo­ple. For exam­ple, you can hide a task from a client. By default, all project tasks are vis­i­ble to the entire project team.

If you need to add sev­er­al tasks at once, use multi-add:

You can copy task titles from an Excel table and paste them into this field, or ful­ly import tasks with dates, descrip­tions, and oth­er infor­ma­tion direct­ly from an Excel file.

Tip Make the top-lev­el task some­thing that def­i­nite­ly brings you clos­er to com­plet­ing the whole project. All small­er and inter­me­di­ate steps should be cre­at­ed as sub­tasks or checklists.

A project filled with tasks may look like this:

1 project page panel

2 fil­ter panel

3 search

4 page con­tent set­tings. Here you can choose which task infor­ma­tion columns to dis­play and which to hide.

Task col­umn types:

• Name: dis­plays the task title and also con­tains an addi­tion­al sec­tion for col­laps­ing or expand­ing the sub­task list
• Sta­tus
• Pri­or­i­ty
• Activ­i­ty: dis­plays infor­ma­tion about the time of the last action in the task
• Cre­at­ed on
• Author
• Check­list: con­tains a progress indi­ca­tor based on com­plet­ed check­list items and shows the ratio of com­plet­ed to open items
• Assignee
• Labels
• Due date
• Time: dis­plays logged time and its ratio to the planned time for the task
• Costs: dis­plays logged finan­cial costs and their ratio to the planned costs for the task
• Time esti­mate
• Cost esti­mate
• Com­ple­tion date
• Starred: a col­umn show­ing whether the task has been added to favorites using a star
• Par­ent task: dis­plays the title of the par­ent task
• Sub­tasks: dis­plays a progress indi­ca­tor show­ing the ratio of open to com­plet­ed subtasks
• Reac­tions: dis­plays a list of emo­ji reac­tions left on the task

Note All columns except ​“Name” can be hid­den or col­lapsed. You can also change their width and posi­tion rel­a­tive to oth­er columns, and pin their posi­tion. Col­umn set­tings are indi­vid­ual for each project and each employee.

The sys­tem includes a vari­ety of built-in fil­ters to sup­port your day-to-day work. You can also cre­ate cus­tom fil­ters if need­ed. For exam­ple, you can fil­ter tasks with high pri­or­i­ty and the ​“For Review” label, then save the results to your book­marks or as a sep­a­rate project page for quick access..

Like any list in Work­sec­tion, it can be export­ed to Excel:

Note When you are inside a project, you see only the tasks and par­tic­i­pants of that project. To view tasks on the account lev­el, use the ​“Task list” but­ton and the dif­fer­ent ​“Kan­ban” views in the left sidebar.

You can also switch to the ​“Kan­ban by peo­ple” task list, for example:

In the ​“Kan­ban by Peo­ple” view, each per­son has their own col­umn with assigned tasks. This page shows all tasks assigned to your employees.

Here you can also fil­ter tasks by sta­tus or label, or review an employee’s work­load, for exam­ple over a week, by set­ting the appro­pri­ate val­ue in the ​“Due date” fil­ter. You can also drag a task from one project par­tic­i­pant col­umn to another.