Tasks & the Work Tab
The Work tab is where a project's schedule gets built and executed. The same set of tasks can be viewed three ways — as a List, a Board (Kanban) or a Timeline (Gantt) — and you switch freely between them. Use Add to create a Task, a Phase or a Milestone.
Tasks
A task is a unit of work with owners, dates, an estimate and a completion state.
| Field | Notes |
|---|---|
| Name | Required. |
| Status | Backlog · To Do · In Progress · Review · Done · Cancelled. Default To Do. |
| Priority | Low · Medium · High · Critical. Default Medium. |
| Assignees | One or more workforce members. |
| Start Date / Due Date | Optional, but a task needs dates to appear on the Timeline. |
| Estimated Hours | Optional. |
| Task Style | Task (a normal bar) · Summary (rolls up the tasks beneath it) · Milestone (a zero-duration diamond). This is only how the task is drawn — it is separate from a project milestone. |
| Parent Task | Makes this task part of a larger one. |
| Phase | The stage the task belongs to. |
| Target Milestone | The project milestone this task must be finished by. |
| Progress % | 0–100. Calculated for you when the Task Style is Summary. |
| Billable | On by default. |
Task Style, Parent Task, Phase, Target Milestone, Progress %, Billable and Internal Notes live under Advanced Options in the task drawer. Custom fields your company has defined for tasks also appear in the drawer.
Good to know:
- Setting a task to Done sets its progress to 100%, whether you change the status on the form or drag the card into the Done column.
- Editing an existing task saves automatically a couple of seconds after you stop typing, and again when you close the drawer. A new task is saved when you select Create Task. A required field left empty, such as the name, holds the save until you fix it.
- The complete checkbox in the task header records who completed the task and when, and rolls progress up to the parent.
- Deleting a task cannot be undone.
Sub-tasks and lower-level tasks
These are two different things:
- Sub-tasks are a simple checklist inside a task — small steps you tick off.
- Lower-level Tasks are full tasks whose Parent Task is this one. They have their own dates, assignees and hours, and they are what a Summary task rolls up on the Timeline.
Phases and milestones
Phases group tasks into stages of the job, and milestones are dated checkpoints that can trigger billing. Both are covered in Projects & the Workspace. Adding a phase from the Work tab switches grouping to By Phase, since phases only show as bands when you group that way.
Grouping
The Group tasks by selector offers No Grouping, By Phase, By Status and By Milestone. It applies to the List and Timeline views — the Board always uses its own columns — and your choice is saved to your user settings, so it follows you between projects and onto the global Tasks page.
The three views
List view
A dense table of every task. Grouped headers are collapsible and show counts. Click any row to open the task drawer.
Board view (Kanban)
A drag-and-drop board with columns Backlog → To Do → In Progress → Review → Done. Dragging a card between columns changes its status; dragging within a column reorders it.
In Progress carries a work-in-progress limit of 5 and Review a limit of 3 — the column's count badge turns red when it is over its limit, as a signal rather than a block. There is no Cancelled column, so a cancelled task leaves the board; you will still find it in List and Timeline view.
You can also drag a member from the project's Team drawer onto a card to assign them.
Timeline view (Gantt)
A task list on the left and a Gantt chart on the right. The time scale can be Day, Week, Month, Quarter or Year (it opens on Week), and zoom runs from 50% to 200%. The task list can be dragged wider — revealing Status, Start, Assignee and Progress columns — or collapsed entirely.
On the chart you can:
- Drag a bar to move its dates, or drag its edge to change the duration.
- Drag the progress handle to update progress.
- Drag from one bar to another to create a dependency. Press Escape to cancel.
- Drag a team member from the Team drawer onto the Timeline to create a new week-long task already assigned to them.
Tasks without dates are not drawn. When grouped By Phase, each phase band also shows a summary bar across the phase's own dates.
Dependencies
A dependency says one task waits for another. Links drawn on the Timeline are finish-to-start — the successor waits for its predecessor to finish — and appear as arrows between the bars. A task can depend on the same predecessor only once.
Dependencies show the order of work; they do not move dates for you. Creating a link draws the arrow and leaves the successor's start date where it is, so reschedule the successor yourself if it now starts too early.
The task drawer and activity
Clicking a task anywhere opens the task drawer — the full detail of one task, with its fields, sub-tasks and lower-level tasks. Dependencies are drawn on the Timeline, and the hours logged against a task are on the project's Time tab.
The Activity section shows comments and the change history — status changes, assignments, completion, attachments and custom-field changes — filterable to All, Comments or Changes. A comment can @-mention a teammate, carry file attachments and be replied to, with replies threaded under the comment they answer.
The Tasks page
Tasks under Project in the left navigation is the same task experience across every project at once — your personal or team work queue. It offers list and Kanban views, the same grouping, and filters for status, type, priority, project and assignee. Select several tasks to change their status or delete them together. To create a task here, set the Project filter first so the new task knows which project it belongs to.