Skip to main content
Creating tasks in Trilo is quick and flexible. Whether you’re capturing a quick idea or setting up a detailed work item, this guide covers all the ways to create and configure tasks.

​
Quick Task Creation

The fastest way to create a task:
1

Open Tasks

Navigate to a project and click Tasks in the navigation.
2

Press T or click New Task

Use the keyboard shortcut T or click + New Task.
3

Enter a title

Type a clear, actionable title for your task.
4

Press Enter

Hit Enter to create the task with default settings.
The task is created immediately—you can add more details later.

​
Detailed Task Creation

For tasks that need more information upfront:
1

Click + New Task

Open the task creation form.
2

Fill in the title

Enter a clear, descriptive title.
3

Add a description

Expand the description field and add context, requirements, or acceptance criteria.
4

Set properties

Configure status, priority, assignee, and due date.
5

Add attachments

Upload any relevant files or screenshots.
6

Create

Click Create to add the task.

​
Task Properties

​
Title

Write clear, actionable titles that describe what needs to be done:
Good task titles start with a verb and are specific. Instead of “Homepage,” write “Update homepage hero section with new messaging.”
Examples of good titles:
  • “Fix login button not responding on mobile”
  • “Write documentation for API authentication”
  • “Design icons for navigation menu”
  • “Review and merge PR #142”

​
Status

Choose the appropriate starting status: Most new tasks start as To Do or Backlog.

​
Priority

Set the urgency level:
Avoid marking everything as urgent or high priority—it defeats the purpose of prioritization.

​
Assignee

Assign the task to:
  • Specific team member: The person responsible for completing the task
  • AI coworker: For tasks that can be automated or AI-assisted
  • Unassigned: When you don’t know who should work on it yet

​
Due Date

Set a deadline when the task needs to be completed:
  1. Click the due date field
  2. Select a date from the calendar
  3. Optionally set a time for specific deadlines
Due date tips:
  • Set realistic deadlines
  • Consider dependencies on other tasks
  • Leave buffer time for review

​
Description

Use the description for:
  • Context: Why this task matters
  • Requirements: What needs to be done
  • Acceptance criteria: How you’ll know it’s complete
  • Resources: Links to designs, documentation, or references
The description supports markdown formatting:

​
Attachments

Add files to provide context:
  1. Click the attachment area or drag files directly
  2. Upload images, documents, or other files
  3. Add multiple attachments if needed
Common attachments:
  • Screenshots showing bugs or expected behavior
  • Design files or mockups
  • Reference documents
  • Exported data files

​
Creating Tasks from Different Views

​
From List View

  1. Click + New Task at the top
  2. Or click in the “Add task” area at the bottom of the list
  3. Fill in details as needed

​
From Kanban Board

  1. Click + at the bottom of any column
  2. The task is created with that column’s status
  3. Add details inline or open the full task view

​
From Table View

  1. Click the + button at the bottom
  2. Fill in columns directly
  3. Tab between fields for quick entry

​
Creating Multiple Tasks

When you have several tasks to add:

​
Batch Entry

  1. Use the quick create shortcut (T)
  2. Enter a title and press Enter
  3. Immediately start typing the next title
  4. Repeat for all tasks
  5. Go back and add details as needed

​
From Chat

When discussing tasks in project chat:
  1. Mention creating a task
  2. AI coworkers or team members can create tasks directly
  3. The task is automatically linked to the conversation

​
Task IDs

Every task gets a unique ID based on the project:
  • Format: [PREFIX]-[NUMBER]
  • Example: If your project prefix is “PROD”, tasks are PROD-1, PROD-2, etc.
Use task IDs to:
  • Reference tasks in chat or documentation
  • Search for specific tasks
  • Link tasks in descriptions

​
Templates and Patterns

For recurring task types, establish patterns:

​
Bug Reports

​
Feature Requests

​
Maintenance Tasks

​
Best Practices

Start with a verb that describes what needs to happen. “Update,” “Fix,” “Create,” “Review,” “Implement” are all good choices.
Reserve urgent and high priorities for truly important items. If everything is urgent, nothing is.
If a task will take more than a day or two, consider breaking it into smaller subtasks.
Include enough detail in the description that someone else (or future you) can understand and complete the task.
Only set due dates when there’s an actual deadline. Arbitrary dates create false urgency.

​
Next Steps

Managing Tasks

Learn how to update and organize existing tasks.

Views and Filters

Explore different ways to view your tasks.