Add and edit tasks

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#

1. Open your project. You start on the Tasks tab.
2. Type the task in the box at the top, for example "Strip wallpaper #bedroom".
3. 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#

1. Select New task beside the quick add box.
2. Enter a Title. Only the title is required.
3. Fill in any of the other fields: Description, Room, Priority, Assignees, Due date and Time.
4. 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.
5. Tick Milestone for a moment worth marking, such as the kitchen going in.
6. 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#

1. Click the task's name to open its page. The Details tab holds the same form.
2. 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.