Skip to main content

Tasks

All the ins and outs of task creation

Create a task

Tasks are the backbone of Projectify. In order to create a task simply click the Add task button in a project panel. If you do not know how to create a project, please see the help page on projects.

Add context to a task

Context could be in the form of a title, description, assignee or due date. You have the freedom to add as little or as much context as you want, however we require having a title at the very least.

When you create a task, an input form allows you to input information about the task.

Edit a task

Once a task has been saved, you can go back in and edit the task by clicking the task. This will open up the same page mentioned in the previous section Add context to a task above.

To begin editing the task, you can either press the Edit button in the top right, or press the pencil icon at the right side of each task field.

When you are done editing the task, you can save your changes using the Update task button in the top right. To continue viewing the task after saving your changes, press the Update task and stay button.

Delete a task

In order to delete a task, click the task actions button (…) in the task card and select Delete task from the task actions page. This will ask you to confirm your choice to delete this task.