Task Management Interactions

Create, assign, and track individual tasks, linked to projects or standalone.

Quick Task Creation with Keyboard Shortcuts

Modern Task Creation Shortcuts

  • T: Add Task Modal (quick single task)
  • M: Add Multiple Tasks Modal (bulk creation)
  • N: Add Note Modal (task-related notes)
  • I: Add Project Time Modal (time tracking)
💡 Tip: Use these shortcuts from any page for instant task creation without navigation.

Complete Task Creation Process

'Add Task' form with fields for Title, Related To, Assign To, Status, and Deadline highlighted.

Method 1: Standard Task Creation

  1. Click Tasks in the sidebar (or from a project).
  2. Click Add Task.
  3. Enter Title (required); link to Related To (project/client).
  4. Set Assign To, Status (To Do, In Progress, etc.), Priority, Deadline.
  5. Add attachments or labels.
  6. Click Save.

Method 2: Advanced Task Creation with Complete Details

Example: Creating "Design Homepage Layout" Task
  • Title: "Design Homepage Layout"
  • Related To: "Website Redesign" project
  • Start Date: "2025-07-20"
  • Deadline: "2025-07-25"
  • Milestone: "Design Phase"
  • Assigned To: "Jane Doe"
  • Collaborators: "John Smith", "Mary Johnson"
  • Status: "In Progress"
  • Priority: "High"
  • Points: "8" (effort estimation 1-10 scale)
  • Labels: "Design", "Frontend", "Critical"
  • Description: "Create responsive homepage layout with modern UI design"
✅ Result: Comprehensive task with all tracking details and team collaboration setup.

Complete Task Management Views

View 1: Task List View - Detailed Table

Task list view showing detailed table with columns for ID, Title, Start Date, Deadline, Milestone, Assigned To, Collaborators, Status, Priority, Points, and Labels with example task entries and filtering options
Task Table Columns (Full Details)
  • ID: Unique task identifier
  • Title: Task name and description
  • Start Date: When task work begins
  • Deadline: Task completion deadline
  • Milestone: Associated project milestone
  • Assigned To: Task owner
  • Collaborators: Additional team members
  • Status: Current task state (To do, In progress, Testing, Done)
  • Priority: Task importance level
  • Points: Effort estimation (1-10 scale)
  • Labels: Categorization tags
Task Management Actions
  • Add Task: Create new tasks
  • Add Multiple Tasks: Bulk task creation
  • Manage Labels: Organize task categories
  • Add New Filter: Custom task filtering
  • Excel Export: Download task data
  • Print: Generate task reports
  • Search: Find specific tasks
Advanced Filtering Options
  • Status Filtering: Filter by To Do, In Progress, Testing, Done
  • Priority Sorting: Order by High, Medium, Low
  • Assignee Filtering: View tasks by team member
  • Milestone Grouping: Organize by project phase
  • Label Filtering: Filter by task categories
  • Date Range: Filter by start date or deadline

View 2: Kanban Board - Visual Task Flow

Kanban board view showing four columns - To Do, In Progress, Testing, and Done - with task cards that can be dragged between columns, including card details, color coding for priority, and quick action buttons
Kanban Board Structure
  • To Do: Tasks ready to start
  • In Progress: Currently active tasks
  • Testing: Tasks under review
  • Done: Completed tasks
Kanban Features
  • Drag and Drop: Move tasks between status columns
  • Card Details: Quick view of task information
  • Swimlanes: Organize by assignee or milestone
  • WIP Limits: Control work in progress
  • Color Coding: Visual priority indicators
  • Quick Actions: Inline task editing

View 3: Gantt Chart - Timeline Management

Gantt chart view displaying task bars across timeline, dependency lines connecting related tasks, milestone diamonds marking key checkpoints, progress overlays showing completion percentages, and resource allocation indicators
Gantt Chart Elements
  • Task Bars: Visual representation of task duration
  • Dependency Lines: Show task relationships
  • Milestone Diamonds: Key project checkpoints
  • Progress Overlays: Completion percentages
  • Critical Path: Key project timeline
  • Resource Allocation: Team member workload

Advanced Task Management Workflows

Workflow 1: Complete Task Lifecycle

Task lifecycle workflow diagram showing progression from task creation through work begins, collaboration phase, review phase, to completion with status changes, time tracking, and team collaboration at each stage
Example: "Design Homepage Layout" Task Lifecycle
  1. Task Creation: Created with full details and team assignment
  2. Work Begins: Status changed to "In Progress", time tracking started
  3. Collaboration: Team members added comments and file attachments
  4. Review Phase: Status changed to "Testing", review assigned
  5. Completion: Status changed to "Done", time logged, client notified
✅ Result: Complete task lifecycle with full tracking and team collaboration.

Workflow 2: Bulk Task Management

Multiple tasks modal window showing bulk task creation interface with fields for creating multiple tasks simultaneously, common properties assignment, and consistent formatting options
Example: Setting up Website Project Tasks
  1. Use "M" Shortcut: Open Multiple Tasks Modal
  2. Create Task List:
    • "Design Homepage Layout" - Jane Doe - High Priority
    • "Develop Frontend Components" - John Smith - Medium Priority
    • "Setup Backend API" - Mary Johnson - High Priority
    • "Content Creation" - Bob Wilson - Low Priority
    • "Testing and QA" - Alice Brown - Medium Priority
  3. Assign Common Properties: Project, milestone, labels
  4. Save All Tasks: Bulk creation with consistent formatting
✅ Result: Efficient project setup with consistent task structure.

Workflow 3: Task Collaboration and Updates

Task collaboration interface showing task assignment with collaborators, progress updates with comments, file sharing attachments, review process workflow, and completion approval system
Example: Team Collaboration on Complex Task
  1. Task Assignment: Primary assignee with collaborators
  2. Progress Updates: Regular status changes and comments
  3. File Sharing: Attach design files and documentation
  4. Review Process: Team review and feedback
  5. Completion: Final approval and closure
✅ Result: Seamless team collaboration with full communication tracking.

Task Management Tips

Tasks Not Appearing in Views

If created tasks aren't showing in List or Kanban views, check active filters and adjust date range filters as needed.

Task Assignment

To assign tasks to team members, verify team members are added to the project with appropriate permissions.

Gantt Chart Display

For Gantt chart functionality, ensure tasks have both start dates and deadlines set.

💡 Tip: Use "M" shortcut for bulk task creation when setting up new projects.
✅ Best Practice: Use clear titles (e.g., "Design Logo for Acme") and points for effort estimation to improve project planning.
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