Support Center

What is a Task? How do I assign a Task and due date?

Last Updated: Jul 29, 2013 01:08PM CDT
A task is a Note/Card with:
  • an assigned list of users (optional)
  • a due date (optional)
  • the ability to mark/unmark Complete
Tasks can be added from the "+ (yellow square icon)" at the bottom of a board OR from a comment or annotation made on a piece of content via the "Make Task" option.

Assigning Tasks
You can assign tasks by entering the name(s) of the person(s) you wish to assign the task to.

Assigning Task Due Dates
You can assign a due date to a task by selecting the date from the calendar functionality. 

Make Task: Any comment/annotation on a piece of content can be instantly made into a task by selecting the "Make Task" option. Once clicking this option, you can then assign it to a team member and assign a due date.

Once complete and saved, a yellow bar will appear under that comment/annotation indicating it is a task, with a checkbox field to mark it as complete, the due date, the person it is assigned to, and the board name it resides on.

Can I "Make a Task" of a comment/annotation I haven't created (authored)?


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