Add and edit tasks

Add a task in one line or with the full form, then change its room, priority, due date, assignees and description.

There are two ways to add a task: quick add, for a title and room in one line, and the full form, for everything at once. You can change any of it later.

Quick add a task#

Open your project. You start on the Tasks tab.
Type the task in the box at the top, for example "Strip wallpaper #bedroom".
Press Enter.

A #tag or a room's name in the text puts the task in that room. A chip under the box shows the room it will use: select its × to add the task with no room. If the board is filtered to one room, new tasks go into that room.

On a phone, the Add tab in the bar at the bottom opens the new-task form on your most recent project.

Add a task with the full form#

Select New task beside the quick add box.
Enter a Title. Only the title is required.
Fill in any of the other fields: Description, Room, Priority, Assignees, Due date and Time.
If you've already spent money on the job, enter it in Amount spent so far. It's recorded as the task's first expense.
Tick Milestone for a moment worth marking, such as the kitchen going in.
Select Add task.

Assign people#

In Assignees, type a name. Pick a project member from the list, or choose Add "…" as a name only for someone without an account, such as a tradesperson. A task can have up to 10 assignees. Only members with an account get notifications and reminders.

Set a due date and reminders#

Choose a Due date, and a Time if it matters. Once a task has a due date, a Reminders field appears. Leave it on Each person's default or choose The same for everyone and tick when to remind them. See Set due date reminders and quiet hours.

Edit a task#

Click the task's name to open its page. The Details tab holds the same form.
Change what you need and select Save task.

To change a few fields from the board, select the pencil icon (Quick edit) on the task's row instead.