Creating a Task
Get started by creating a stand-alone task or project task.
Editing Task Details
Customize your task details to manage task status, due date, team members and more!
Managing Task Files
Learn more about how to upload, manage and version task files.
Linking a Task to a Project
If you have a task that you would like to associate with a project or move to a different project, use the link to project feature.
Converting a Task to a Proof
Learn how a task can be used to track the progress of work, and then converted to a proof once the work is ready for review.
Deleting a Task
How to permanently delete a task.
Importing Work Items
Create work items in bulk using the Import Template.