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.
Moving 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.
Archiving is a best practice for any workflow. Archiving allows you to keep your views organized with relevant projects, work items, and requests, while still having a record of past work to reference. Additionally, archiving is reversible so you do...
Deleting a Task
How to permanently delete a task.
Time Tracking is only available for Business and Enterprise customers. Adding New Time To add time to a task or proof, navigate to the relevant work item. On the right-hand side of the task or proof details modal, select the Add Time ...
Importing Work Items
Create work items in bulk using the Import Template.
Kanban Custom Views
Does your view look different than the documentation below? Your account may have our newest Improved Views experience enabled! Please use this page to assist you with Kanban Views. If you have any questions, our team is happy assist you at su...