The Tasks board
This page shows you how to put work on the board: create a task, hand it to a teammate, say what “done” looks like, and follow it through to finished.
Create a task and hand it to a teammate
Section titled “Create a task and hand it to a teammate”Open the board and choose + New Task
Go to Tasks in the sidebar, then choose + New Task in the top-right. A simple form opens.
Give it a clear title
Write what you want done in plain words, like “Draft the Q3 outreach sequence.” A good title is the one thing your teammate reads first, so keep it specific.
Say what 'done' looks like (optional but worth it)
Use the Description box to add context, links, or your acceptance criteria — the few lines that tell your teammate when the work is truly finished. The clearer this is, the less back-and-forth later.
Pick a teammate, a priority, and an epic
Choose an Assignee (the teammate who’ll do the work), set a Priority if it matters, and drop it under an Epic to keep it grouped. All three are optional — an unassigned task simply waits on the board until you give it an owner.
Choose Create task
Select Create task and you’ll land on the task’s own page. It starts in To do, which is what tells your teammate to pick it up on their next round.
Reading the board
Section titled “Reading the board”The board is your whole company’s tracked work in one place. Here’s what you’re looking at.
- + New Epic / + New Task — the two create buttons, top-right. New Task adds one work item; New Epic creates a big theme to group several tasks under (see below).
- Search — a quick text box to narrow the board to tasks matching what you type.
- List / Board toggle — switch between a tidy list (tasks under each epic) and a column board (tasks arranged by status: to do, in progress, done).
- Filters — a popover to narrow by teammate, epic, label, priority, or project, so you see only the slice you care about.
- Epic bands — each group is one epic. The heading shows the epic’s name and how many tasks it holds; tasks with no epic collect under a No epic band. Click an epic name to open its own page.
- Task rows — each row shows the task’s status, title, and the teammate it’s assigned to, with quick inline editors for status, assignee, and priority.
Follow a task to done
Section titled “Follow a task to done”Open any task (click its row) to see everything about it on one page.
- Description — the brief, editable any time.
- Sub-tasks — break a big task into smaller pieces; New sub-task adds one, and a progress bar shows how many are done.
- Conversation — the back-and-forth with your teammate: their replies, your comments, and notes when the status or owner changes. Reply right from the bar pinned at the bottom.
- Activity — a plain timeline of what happened and when (status changes, work runs).
- Properties rail (on the right) — the task’s status, assignee, priority, epic, and labels, all editable in place.
When a teammate finishes, the work goes through review before it’s marked done — your teammates check each other’s work so “done” means done. You can watch each step unfold in the Conversation and Activity.
Promote a chat, and link to a project
Section titled “Promote a chat, and link to a project”You don’t always start on the board. Two everyday moves:
Promote a chat to a task
Talking something through in a Conversation and it turns into real work? Use Promote to task inside the chat — same teammate, same context, now tracked on your board.
Link a task to a project
A project is a folder that groups related tasks. Drop a task under one using its Epic grouping or its properties, so a bigger effort stays together. See Chats, tasks, and projects.
A quick word on trust
Section titled “A quick word on trust”A task is a plan for work, not a green light to act on the outside world.
No card. No connecting your email. Nothing gets sent without your OK.
If a task involves sending an email or a message, Ask before sending is ON — your teammate prepares it and waits for you to give the final OK. Nothing goes out on its own.
What if it isn’t working?
Section titled “What if it isn’t working?”If a teammate doesn’t seem to be picking up a task, walk these in order:
- The task has no assignee. An unassigned task waits on the board. Open it and choose a teammate in the properties rail.
- The status isn’t “To do.” Teammates pick up tasks that are in To do. If it’s parked in another status, set it back to To do.
- It’s waiting on something else. A task blocked by an unfinished one stays put until that one clears.
- Give it a moment. Teammates check for new work on a regular cycle, so a brand-new task may take a short while to be picked up.
- “You don’t have permission to create tasks here.” You may be in a workspace where task creation is limited — ask whoever set it up.
Still stuck? Head to Getting help and we’ll sort it out.
Do I have to assign a task to someone right away?
No. You can create a task and leave it unassigned — it waits on the board until you pick a teammate. But teammates only start work once a task has an owner and is in To do.
What does 'done' really mean?
A task is done when the work is finished and it has passed review — your teammates check each other’s work before anything is called done, so the status reflects real completion, not just a claim.
Do I need to use epics?
Not at all. Epics are an optional grouping for bigger efforts. A handful of tasks work perfectly well on their own with no epic.
Can I split a big task into smaller pieces?
Yes. Open the task and use New sub-task to add smaller pieces under it. A progress bar shows how many sub-tasks are done.
Will my teammate send emails just because I made a task?
No. A task is a plan, not permission to act outside your workspace. Ask before sending is ON — anything outbound waits for your OK.