Tasks can be seen as sub-issues or a way to assign a single step of the process to the most relevant person in your team.
To create a Task:
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Go to “All Issues” and click on the relevant Issue.
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Scroll down or click on ''Tasks''.
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Click on ''+ New Task''.
- Add a Summary and Description of the task.
- Assign the task to a user who has access to the Issue
- Click ''Add''
- Once you have created a task you can click on it to be taken to the specific task page. In the task page, there are various elements, such as a summary and description which can be altered if and when needed.
- As shown in the image above, there are other elements of the Task page that will help you manage it:
b. Due date: Add a Due date for your Task
c. Documents: Add Documents to support your Task
d. Comments: Comment within your Task and interact with colleagues by tagging them with @ before their name.
- Tasks, just like Issues, cannot be deleted.
- In Tasks you will inherit the role from the parent Issue. This might affect what the role allows you to edit (i.e. status)
- In the Issues overview, as a default, tasks are demarcated by a green square in order to differentiate them from the issues (blue hexagons). You can apply a filter to your overview to view only tasks.
- When the “due date” of your task is five days before its due time, the date will appear in warning theme (yellow color font). When the “due date” of your task is after its due time, the date will appear in error theme (red color font).
Tip: Customise your Issues overview to include the Parent ID (Issue id). This way you can easily recognise which to which issue the task belongs. Go to How do I customise the Issues overview table? to learn more.