Creating New Tasks in the Work Module

The Work module allows you to quickly create, assign, and keep track of tasks.

1. Navigate to the Work Module.
2. Select either the Board (for team-wide project tracking) or Personal (for your individual task list).
3. Click the + Add Task button to open a sidebar.
4. Fill in the Task Details.
   
   

• General Details
• Owner: Select the person responsible for the task.
•  It defaults to you, but you can assign it to any team member using the dropdown.
• Title: Provide a clear and concise name for the task.
• Description: Enter specific details, instructions, or context to help the owner understand the requirements.
• Attachments: Click the Choose File button to upload any relevant documents, images, that are necessary for completing the task.
• Status: Set the starting stage for the task (e.g., Backlog or To Do).
• Due Date: Use the calendar picker to set a deadline.
• Priority: Rank the task's urgency (Low, Medium, High) to guide daily focus.
• Epic: Categorize the task under a larger project or "Epic" to maintain a structured workspace.

•  Additional Context
• Click Add New button to link the task to multiple strategic goals
• Context Type: Link the task to a specific Project or OKR to show how this individual task contributes to broader company objectives.
• Context Item: Select the specific project or objective from the list that this task supports.
• Сse the bin icon 🗑 to remove that specific context.
• Save: Once all required fields are filled, click the Save button to finalize the creation.

Tip: If you create a task in the Personal section but change the Owner to another team member, the task will automatically move to the Board so the entire team can track its progress.