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Use this workflow to move from planning to execution with minimal overhead.

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1. Create tasks quickly

In a project:
  1. Open Board or List view.
  2. Click Create task.
  3. Add a short, action-oriented title.
  4. Optionally set description, assignee, priority, due date, and labels.

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2. Keep task data clean

When editing tasks, prioritize:
  • Clear scope in the description
  • One owner (assignee)
  • Explicit priority
  • Realistic due dates
  • Reusable labels

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3. Execute in Board view

Board view is best for flow-based execution:
  1. Pull tasks into active columns.
  2. Drag tasks across columns as status changes.
  3. Open a task to edit details without losing board context.

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4. Switch to List view for dense review

List view is useful when you need to scan many tasks quickly. Typical uses:
  • Reviewing priorities across the project
  • Spotting overdue work
  • Finding unassigned or under-specified tasks

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5. Use filters to focus

The board toolbar supports filtering by:
  • Status
  • Priority
  • Assignee
  • Due date
  • Labels
Use filters aggressively during standups, planning, and triage.

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6. Open full task page when needed

From the task sheet, use Open in full page for deeper edits and focused context.

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