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Once tasks are created, you’ll need to manage them through their lifecycle. This guide covers everything from updating status to archiving completed work.

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Opening a Task

Click on any task to open its detail view, where you can:
  • View and edit all task properties
  • Add or update the description
  • See and add attachments
  • Review the activity history
  • Add comments and updates

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Updating Task Status

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Quick Status Change

The fastest way to update status: In List View:
  • Click the status badge on any task
  • Select the new status from the dropdown
In Kanban View:
  • Drag the task card to a different column
  • Drop it in the new status column
In Table View:
  • Click the status cell
  • Select from the dropdown

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Status Workflow

Tasks typically flow through these stages: 
Backlog → To Do → In Progress → Done
But you can move tasks to any status at any time—there’s no enforced linear workflow.

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Bulk Status Updates

Update multiple tasks at once:
1

Select tasks

Use checkboxes to select multiple tasks, or Shift+click for a range.
2

Open bulk actions

A toolbar appears with bulk action options.
3

Choose action

Select “Change status” and pick the new status.
4

Confirm

All selected tasks are updated.

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Editing Tasks

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Inline Editing

Edit properties directly from list or table views:
  • Click on any editable field
  • Make your change
  • Click away or press Enter to save

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Full Edit Mode

For comprehensive editing:
  1. Click on the task to open it
  2. Edit any field in the detail view
  3. Changes save automatically

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Editable Properties

PropertyHow to Edit
TitleClick and type
StatusClick dropdown or drag (Kanban)
PriorityClick dropdown
AssigneeClick and select team member
Due DateClick and pick date
DescriptionClick description area and type

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Task Activity

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Activity Log

Every task maintains a complete history:
  • Created: When and by whom
  • Status changes: Each transition with timestamp
  • Edits: What changed and who made the change
  • Assignments: When assignee changed
  • Comments: Discussion thread

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Tracking Changes

The activity log shows: 
Jan 15, 2:30 PM - Sarah moved this task to "In Progress"
Jan 15, 10:00 AM - Alex assigned this task to Sarah
Jan 14, 4:45 PM - Alex created this task
This helps you understand a task’s journey and who’s been involved.

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Organizing Tasks

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Sorting

Sort tasks in list and table views by:
  • Priority: Urgent first or Low first
  • Due Date: Upcoming first or furthest first
  • Created: Newest or oldest first
  • Title: Alphabetical
  • Status: By workflow stage

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Moving Tasks Between Projects

To move a task to a different project:
1

Open the task

Click to view task details.
2

Click More options

Find the … menu.
3

Select Move to...

Choose the destination project.
4

Confirm

The task moves and gets a new ID based on the new project’s prefix.
Moving a task changes its ID and may affect who has access to it based on project permissions.

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Archiving and Deleting

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Archiving Tasks

Archive completed tasks to keep your active list clean:
  1. Open the task
  2. Click … menu
  3. Select Archive
Archived tasks:
  • Are hidden from default views
  • Can be viewed in the archive filter
  • Can be restored if needed
  • Preserve all history

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Viewing Archived Tasks

To see archived tasks:
  1. Go to Tasks in your project
  2. Click the filter options
  3. Enable “Show archived” or filter by archived status

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Restoring Tasks

Bring archived tasks back:
  1. View archived tasks (see above)
  2. Open the archived task
  3. Click Restore
  4. The task returns to its previous status

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Deleting Tasks

Permanently remove a task:
  1. Open the task
  2. Click … menu
  3. Select Delete
  4. Confirm the deletion
Deleted tasks cannot be recovered. Use archive instead if you might need the task later.

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Due Date Management

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Setting Due Dates

  1. Click the due date field
  2. Pick a date from the calendar
  3. Optionally add a specific time

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Viewing Due Dates

Tasks with due dates show indicators:
  • Upcoming: Normal display
  • Due today: Highlighted
  • Overdue: Red indicator

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Changing Due Dates

  • Click the existing due date
  • Select a new date
  • Or click Clear to remove the due date

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Attachments

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Adding Attachments

  1. Open the task
  2. Click the attachment area or drag files
  3. Upload images, documents, or other files

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Managing Attachments

  • View: Click to open/preview
  • Download: Click download icon
  • Delete: Click the X to remove

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Attachment Types

Supported files include:
  • Images (PNG, JPG, GIF)
  • Documents (PDF, Word, Excel)
  • Code files
  • Design files

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Working with Subtasks

For complex tasks, use checklists in the description: 
## Checklist
- [ ] First subtask
- [ ] Second subtask
- [ ] Third subtask
Check items off as you complete them by clicking the checkbox.

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Keyboard Shortcuts

ActionShortcut
New taskT
Open selected taskEnter
Close task detailEsc
Navigate tasksArrow keys
Select taskSpace
Quick edit titleClick and type

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Best Practices

Change task status as you start and finish work. This keeps everyone informed and makes reporting accurate.
Unless a task was created by mistake, archive rather than delete. You never know when you’ll need to reference past work.
Regularly review your tasks. Update outdated descriptions, adjust due dates, and archive completed work.
When you need context on a task, check the activity log to see what’s happened and who’s been involved.

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Next Steps

Views and Filters

Master the different ways to view your tasks.

Assignments

Learn about task assignment features.