Creating and Assigning Tasks
Tasks are the individual pieces of work your team completes during a sprint. They can represent features, improvements, bug fixes, research, or any other kind of work. This page covers how to create tasks, assign them to people, and fill in the fields that help planning and tracking.
Overview
The Tasks page shows four stat cards (Total, To Do, In Progress, Done) and lets you switch between three views:
- List — vertical list of tasks with inline status selector
- Board — Kanban columns: To Do, In Progress, In Review, Done, Cancelled
- Excel — spreadsheet-style grid for quick inline edits
A search box, Filters (funnel icon), and Sort button sit on the toolbar. Admins also see Import, Export, and Create Task buttons.
Creating a task
- Open the Tasks page from the sidebar, or open a sprint and click its Tasks tab.
- Click Create Task (top-right, admin only).
- The Create Task drawer slides in. Fill in the form.
- Click Create to save, or close the drawer to discard.
You can also create tasks from an epic (opens with the epic pre-linked) or from a sprint (opens with that sprint pre-selected).
Task fields
| Field | Required | Notes |
|---|---|---|
| Title | Yes | Short and action-oriented |
| Sprint | Yes | Defaults to the Backlog sprint |
| Priority | No | Low, Medium (default), High, Critical |
| Status | Auto | Starts as "To Do" |
| Type | No | Configured in Masters |
| Epic | No | Pre-filled when you open the form from an epic |
| Assignee | No | One workspace member |
| Parent Task | No | Makes the task a subtask |
| Tags | No | Labels for filtering |
| Estimated duration | No | Accepts values like 2d 4h, 8h, 30m |
| Planned start / end | No | Used for the Gantt chart |
| Description | No | Rich text with checklists |
The Title field auto-focuses when the drawer opens. The Create button stays disabled until the title and sprint are both set.
Assigning a task
Pick an assignee in the Assignee dropdown while creating the task, or open an existing task and change the Assignee field on its detail page. The assignee receives an in-app notification. To reassign in bulk, select rows in List or Excel view and use Bulk Assign from the selection bar.
Import and export
Admins can click Import to upload a CSV or XLSX file — a wizard walks you through column mapping and shows which rows would fail validation. The Export button next to it downloads the current list (or just the selected rows) as CSV or XLSX.
Tips
- Use verb + noun titles like "Fix login redirect" or "Design onboarding screen".
- Planned start and end dates make the task appear as a bar on the Gantt chart.
- Set a parent task to break a large task into subtasks.