Creating and Editing Tasks

Overview
Whether in List or Board view, the Add/Edit Task form lets you specify all key details: title, project, dates, status, assignees, and description.

Steps to Create:

1. Click + Add Task (in either view).

2. In the Add Task modal:

   • Title *: Enter a descriptive name.

   • Task Category: Select or Add a new one.

   • Project: Link to a project.

   • Start Date * / Due Date * (or check Without Due Date).

   • Status: Choose current status (e.g., Incomplete).

   • Assigned To: Select one or more users and click Add.

   • Description: Provide details or instructions.

3. Click Save (or Save & Add More to create multiple tasks in succession).

Steps to Edit:

1. In either view, click Action → Edit (List) or open the card (Board).

2. Update any field in the form.

3. Click Save.

Tips & Best Practices

• Use consistent naming conventions (e.g., “CAM‑123: Fix login bug”).

• Set realistic due dates and use Without Due Date sparingly.

• Leverage Save & Add More when bulk‑creating tasks for sprints.

Troubleshooting / FAQs

• Save button greyed out: Fill in all fields marked *.

• Cannot assign user: Ensure they have “Add Tasks” permission and belong to the project.

• Category not appearing: Create it first under Settings → Task Settings → Task Category.