Tasks: FAQs ❓

Looking for support with using Tasks? Check out our FAQ!

How do I add a section?

There are two ways to add a section:

  • Add a section by clicking the, "+ Add Section" button in the top left corner!
  • Alternatively, add a section by clicking the text link, "+ Add Section" in the bottom left under your list of tasks!

How do I add a task?

There are two ways to add a task:

  • Add a task by clicking the, "+ Add Task" button in the top left corner!
  • Alternatively, add a task by clicking the text link, "+ Add Task" that appears when you hover over a section bar, within the existing section that you'd like to create a task in!

What can I add to a Task?

  • You can add a Title, a By When (a due date), a Priority, and a Description. You must also indicate which section a task belongs to within the "Section" field. 

How do I move a task between sections?

There are two ways to move a task between sections:

  • Move a task between sections by clicking on a task to view its details, clicking the "Section" field, selecting the new section to move the task to from the dropdown, and clicking save.

  • Move a task between sections by hovering over the task, click and holding the "⠿" icon to the left of the task, and dragging it between sections while viewing your list of tasks!

How should I setup and structure my sections and tasks?

  • For more information on how to setup and structure your sections and tasks, please review our article, Tasks: Best Practices

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