Create and assign tasks

Create tasks, give each one an owner, a priority and a due date, and split larger work into subtasks. At the end, each task sits in a board column with a key such as OHANVI-12, and the assignee sees it in their Assigned to me list.

Before you start

• Your workspace has a task project with at least 1 board column. See Set up a task project.
• The people you want to assign are members of the project. Only project members appear in the assignee list.

Steps

Create a task from the Tasks panel

1. Click Tasks in the right-hand rail. The Tasks panel opens.
2. Click Create at the top of the panel. The task dialog opens.
3. Click Add a summary and type what needs to be done. The summary is the only required field.
4. Optional: in Description, add details. Type - or 1. to start a list, and paste images or files straight in.
5. Optional: set the fields in the right-hand panel, as described in Set the task details.
6. Click Create. The task is added to the board.

Create a task on the board

1. On the board, click Create at the top of the page. The same task dialog opens, with the first column as its status.
2. Fill in the task as in steps 3–6 above.

Add a task straight into a column

Use this for quick tasks when you only need a summary, a type and an assignee.

1. On the board, hover over a column and click Create at the bottom of its cards.
2. In What needs to be done?, type the summary.
3. Optional: click the type icon (tooltip Work type) and pick Epic, Story, Task, Bug or Sub-task.
4. Optional: click the person icon and pick an assignee.
5. Press Enter, or click the tick (tooltip Create). The task appears in that column.

Set the task details

The right-hand panel of the task dialog holds the task's details. Expand Details if it is collapsed.

Field	What it does
Status (top of the panel)	The column the task sits in. For a new task, it is the column you started from.
Assignee	The project member who owns the task. Click Assign to me to take it yourself.
Labels	Free-text tags to group related tasks.
Priority	Highest, High, Medium, Low or Lowest. New tasks default to Medium.
Parent	The epic or story this task belongs to.
Team	A team the task belongs to.
Sprint	The sprint the task is planned for. See Plan work in sprints.
Story point estimate	A size estimate for the work.
Start date / Due date	When work starts and when it is due. The due date drives the Due today and Overdue tags.
Original estimate / Remaining estimate	Time estimates. Use w, d, h and m, for example 2h 30m or 1d.
Reporter	The person who raised the task. Filled in with your name.

Change the assignee or other details later

1. Click a task card on the board, or a task row in the Tasks panel. The task dialog opens.
2. Change Assignee, Priority, Due date or any other field.
3. Click Save.

You can also change the assignee from the board without opening the task: click the avatar on the card and pick a person.

Break a task into subtasks

1. Open a task that is already saved.
2. Under Subtasks, click Add subtask.
3. In Name this subtask, type the subtask summary.
4. Press Enter, or click the tick (tooltip Create). The subtask appears in the Subtasks table with its Priority, Assignee and Status.

Copy a task

1. On the board, hover over a task card and click its … menu.
2. Click Clone. The message Ticket cloned. appears and the copy is added to the board.

Tasks cannot be deleted once created. To take a task off the active board, move it to a done or cancelled column.

Video walkthrough

[VIDEO]

Troubleshooting

Issue	Cause	Fix
Create does nothing and the summary box opens	The summary is empty.	Type a summary, then click Create again.
No ticket project is loaded.	The board has not finished loading the project, or no project exists.	Wait a moment, or create a project first. See Set up a task project.
The person you want is not in the Assignee list	They are not a member of this project.	On the board, click Add members and add them.
Save this work item before adding subtasks.	The task has not been created yet.	Click Create first, then open the task and add subtasks.
Could not create ticket. Please try again.	The save did not reach the server.	Check your connection and click Create again.
Could not update assignee.	The change did not save.	Refresh the board and pick the assignee again.

Related

• Set up a task project
• Move tasks across the board
• Comment, mention and attach files